Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

AZAD · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-9.2%1-day move

₹2093.00

prior close

₹2084.40

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.3-1.1-2.4-4.7-9.2-4.3-3.5-3.0-3.2-1.2+8.6-1.1+12.4—

Up moveDown movePending

AI summary

Azad Engineering reported record-breaking FY26 performance with standalone revenue of Rs 5,903.8 Mn (up 30.3% YoY), EBITDA of Rs 2,177.5 Mn (36.9% margin), and PAT of Rs 1,321.6 Mn (22.4% margin). Q4 FY26 also showed strong growth with revenue of Rs 1,573.9 Mn (up 26.4% YoY) and PAT of Rs 351.3 Mn. The company has commissioned four dedicated manufacturing facilities since listing and secured major orders including USD 112 Mn from GTRE (defense turbo gas generator), USD 90 Mn from Siemens Energy, USD 83 Mn from Mitsubishi, and USD 53.5 Mn from GE Vernova. Aerospace & Defense segment crossed Rs 1,000 Mn for the first time. Finance costs increased 65.6% due to additional loans for business growth. The company targets further expansion with an MoU for Saudi Arabia operations.

Likely market impact

Strong execution with expanding margins and large order book signals continued growth trajectory. The disclosed order pipeline (totaling over USD 394 Mn in key contracts) provides multi-year revenue visibility. Higher debt levels and finance costs warrant monitoring.