Blue Star Limited has informed the Exchange about Transcript
BLUESTARCO · price
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Blue Star filed the transcript of its Q1 FY26 earnings call held on August 7, 2025. Revenue from operations grew 4.1% YoY to Rs. 2,982 crore, but net profit fell sharply to Rs. 120.82 crore from Rs. 168.76 crore last year due to a weak summer. EBITDA margin contracted from 8.3% to 6.7% as unseasonal rains hit Room AC demand, while the B2B (Electro-Mechanical Projects) segment grew strongly at 35.9%. The carried-forward order book hit an all-time high of Rs. 6,843 crore, up 12.5% YoY. Management guided to 10-15% growth in Unitary Cooling Products for the full year with aspirational margins of 8-8.5%, and 15% growth in the B2B segment with 7-7.5% margins. RAC market share improved marginally to around 14.2%.
Mixed quarter for shareholders - topline growth and strong B2B order pipeline provide visibility, but near-term pressure on AC volumes and margins is a concern. Festive season demand revival and execution on the B2B order book will be key triggers for the stock in coming quarters.