Black Box Limited has informed the Exchange about Investor Presentation
BBOX · price
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Black Box reported Q3 FY26 revenue of ₹1,660 crore, up 11% year-on-year and 5% sequentially, driven by higher order execution. EBITDA stood at ₹147 crore (margin steady at 8.9%), while profit after tax fell 11% to ₹50 crore due to a ₹6 crore one-time hit from the New Labour Code. Order bookings in Q3 were strong at $232 million, taking total backlog to $601 million, and the company reaffirmed its $1 billion FY26 order booking target. The company also announced a definitive agreement to acquire Brazil-based IT infrastructure firm 2S Inovações Tecnológicas, which is expected to add ₹500 crore in revenue in FY27. Management revised FY26 revenue guidance downward to ₹6,325–6,375 crore (from ₹6,750–7,000 crore) and EBITDA margin guidance to 8.8–9.0% (from 9.0–9.2%), citing supply chain delays in fiber and cabling projects.
Shareholders face a mixed picture: near-term earnings pressure from guidance cuts and one-time Labour Code provision, offset by a robust order pipeline and a strategic LATAM acquisition that strengthens growth visibility into FY27. The stock may react cautiously to the lowered guidance, but the improving order book and inorganic growth lever provide medium-term support.