BBOXBSEBlack Box LtdMediumNeutral
Announced Tue, 26 May · 18:31 IST

Please find enclosed herewith Investor Presentation for Q4FY26

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

BBOX · price

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▲ 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
+5.8%1-day move
₹985.00
prior close
₹973.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.2+3.3+4.4+5.2+5.8+5.8+3.8+7.1+9.3+1.5+5.5-5.9-21.3
Up moveDown movePending
AI summary

Black Box Limited reported FY26 revenue of ₹6,322 crore, up 6% YoY, with EBITDA at ₹570 crore (margin 9.0%) and PAT at ₹218 crore (9x growth from FY23). The company crossed $1 billion in order bookings during FY26, up 35% YoY, with order backlog at $792 million (₹7,000 crore), up 57% YoY. Q4 FY26 showed strong momentum with revenue of ₹1,691 crore and EBITDA margin rising to 9.7%. The company completed acquisition of Brazil-based 2S Inovações Tecnológicas effective May 1, 2026, expected to add ₹500 crore in annualized revenue. Management targets 10%+ EBITDA margin by end of FY27 and will share detailed strategic updates at Capital Markets Day on June 1, 2026.

Likely market impact

The strong order bookings and backlog provide revenue visibility for FY27 and beyond. The margin improvement trajectory and Brazil acquisition support long-term growth, though the stock may see limited immediate reaction as Q4 results were largely in line with guidance. Capital Markets Day could be a key catalyst.