BLUESTARCONSEBLUE STAR LIMITED· AirconditionersMediumNeutral
Announced Thu, 13 Aug · 18:47 IST

Q1 FY27 Earnings Call Transcript: Margin Pressure, Order Book at Rs 7,764 Cr

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

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
-0.4%1-day move
₹1514.00
prior close
₹1514.00
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AI summary

Q1 FY27 revenue grew 13.3% to Rs 3,378 Cr but PBT fell 23.7% to Rs 125.6 Cr as Segment II margins dropped to 2.9% from 5.8% due to delayed summer, commodity costs, and weak rupee. Order book rose 13.5% to Rs 7,764 Cr with data center MEP inflows of Rs 1,500 Cr. Net cash improved to Rs 900 Cr. Management guided Segment II margins above 6.5% for FY27 with revival in Q3. Data center MEP targeted Rs 4,000 Cr by FY29.

Likely market impact

Mixed: near-term margin pressure but strong order book, net cash, and management confidence in H2 FY27 recovery.