Q3 FY26 earnings call transcript filed, revenue guidance cut on supply chain delays

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

BBOX · price

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Price reactionminutes from the announcement price · days from the prior close

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₹513.95

prior close

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announcement price

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Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.2%+0.2% vs market

IT Enabled Services peers, median of 73sector-0.2%+0.2% vs sector

On the reaction day the stock moved 0.2 pts more than Nifty Microcap 250 and 0.2 pts more than its IT Enabled Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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Next day

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UpDownMarket · Nifty Microcap 250Sector · IT Enabled Services peers, median of 73Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Black Box filed Q3 FY26 earnings call transcript. Q3 revenue rose 11% YoY to INR1,660 crore. FY26 revenue guidance cut from INR6,750-7,000 crore to INR6,325-6,375 crore due to supply chain delays. Order backlog target raised to $800M, FY26 order booking target held at $1B. Signed Brazil acquisition of 2S for INR275 crore, adding INR500 crore in FY27. Targeting 10% EBITDA margins and $2 billion revenue by FY29.

Likely market impact

Revenue cut signals near-term pressure, but raised backlog target and Brazil acquisition support medium-term growth story.