Please find the attached herewith Investor Presentation for Q3 (FY 2025-26).
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Calcom Vision reported its highest-ever Q3 and nine-month revenue, with Q3 revenue rising 23% year-on-year to Rs 55.1 crore and 9M revenue up 55% to Rs 150.3 crore. However, profitability took a hit due to elevated raw material prices and higher operating costs — Q3 EBITDA fell to Rs 1.9 crore (margin down to 3.5% from 9.6%) and the company slipped into a Rs 1.0 crore loss in Q3 versus a Rs 0.2 crore profit a year ago. On a nine-month basis, PAT improved to Rs 1.7 crore from near zero. Management highlighted onboarding a new customer, expanding ODM offerings into BLDC fans, EV chargers, solar inverters, and IT hardware, and expects revenue to double over the next two years (FY27E). PLI incentive limit was upgraded from Rs 10 crore to Rs 25 crore, with ~Rs 12 crore still expected.
Strong revenue momentum is positive, but the sharp Q3 margin compression and quarterly loss may concern investors in the near term. Watch for management's ability to pass on input cost hikes to customers — successful price recovery could drive a margin rebound and support the FY27E doubling target.