Azad Engineering Limited has informed the Exchange about Investor Presentation
AZAD · price
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Azad Engineering reported its highest-ever quarterly performance in Q1FY26, with revenue up 36.7% YoY to ₹1,345.1 million, EBITDA up 46.8% to ₹485.1 million (margin expanding from 33.6% to 36.1%), and profit after tax jumping 75.1% to ₹299.9 million (margin 22.3%). Energy & Oil & Gas grew 41.7% YoY while Aerospace & Defence grew 26.3% YoY, driven by recently qualified products moving into production. The company disclosed an order book exceeding ₹60 billion and highlighted new contracts with GE Vernova ($165 million combined), Mitsubishi ($83 million over 5 years), Honeywell ($16 million), Siemens Energy ($90 million), and a DRDO/GTRE contract for end-to-end manufacturing of an Advanced Turbo Gas Generator engine. Two new lean manufacturing facilities (GE Vernova and MHI) were inaugurated in Hyderabad in early 2025. Exports account for around 92% of revenue across 12 countries.
Strong quarterly beat across all metrics with significant margin expansion signals healthy operating leverage and a richer product mix. The ₹60 billion+ order book provides multi-year revenue visibility, while disclosed acquisition plans and Saudi Arabia expansion signal growth ambitions beyond organic capacity. Positive read for shareholders, likely to support stock sentiment on the back of robust growth and margin trajectory.