Please find attached herewith transcript of earnings conference call conducted on Thursday, 12th February, 2026 for the 3rd quarter and nine months ended 31-12-2025 (Q3FY26)
BATLIBOI · price
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Batliboi Limited reported Q3 FY26 revenue of INR124 crores, up 30% year-on-year from INR96 crores, with EBITDA rising to INR8 crores from INR3 crores. Profit before tax before exceptional items jumped nearly fivefold to INR4.8 crores, though reported PAT was hurt by a non-cash Labor Code provision. Order backlog stood at INR586 crores with Q3 inflows of INR222 crores, led by Textile Machinery (9-month inflows INR396 crores) and Machine Tools (backlog INR142 crores). Management highlighted that challenges in the textile segment from US tariffs and EU issues are now resolved following recent trade agreements, and expected improved performance in FY27. Cumulative capex of INR27 crores over three quarters at the Surat plant is largely complete, with an additional INR10 crores planned including 1 MW solar capacity to make the facility near energy self-sufficient.
Positive near-term: strong order book provides revenue visibility and management expects FY27 to be a 'new ballgame' with better growth and margins once trade deals boost textile demand. However, management declined to give specific margin guidance or timeline, frustrating investors who have seen margins stuck around 5-6% for years.