BLUESTARCOBSEBlue Star LtdMediumNeutral
Announced Thu, 7 May · 11:59 IST

Please find enclosed.

Order Pipeline DisclosedMgmt Guided Margin PressureInvestor Communications View source PDF

BLUESTARCO · 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
-6.3%1-day move
₹1805.00
prior close
₹1771.00
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.4-0.1+1.3+0.8-6.3-7.7-9.5-9.4-7.5-9.3-11.5-13.9-10.7
Up moveDown movePending
AI summary

Blue Star reported Q4 FY26 revenue of Rs 4072.06 cr (up 1.3% YoY) with EBITDA margin improving to 8.0% from 7.0% in Q4 FY25, driven by cost rationalization measures. For full year FY26, revenue grew 3.6% to Rs 12401.99 cr but net profit de-grew to Rs 527.33 cr (4.3% of revenue) from Rs 591.28 cr (4.9% of revenue) in FY25. The carried-forward order book grew 10.5% to Rs 6923 cr, indicating strong pipeline. However, PBT before exceptional items declined 3.9% YoY due to headwinds. Room AC demand picked up in March 2026, and management flagged rising input costs, volatile exchange rates, and Middle East supply chain risks as key challenges for FY27.

Likely market impact

Mixed quarter with margin improvement in Q4 offset by full-year profit decline. The 10.5% growth in order book signals continued revenue visibility, but cost pressures and geopolitical uncertainty warrant cautious monitoring.