Announced Fri, 18 Sept, 2026 · 11:07 IST
Cochin Shipyard Q1 FY27 call: DDW JV for ISRF, order book at INR 22,000 cr
Mgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing
COCHINSHIP · price
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Price reaction · full curve 14 horizons · vs prior close
+3.8%1-day move
₹1331.80
prior close
₹1362.00
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1+0.1+0.2+0.2+3.8+3.4+2.9+2.6+3.4+2.1————
Up moveDown movePending
AI summary
CSL Q1 FY27: revenue 1,094 cr, PAT 151 cr (vs 188 cr), EBITDA margin 24%. Board approved 50:50 JV with Drydocks World Dubai for ISRF at 1,800 cr slump sale. Order book 22,000 cr; L1 for NGSV worth 5,000 cr. Going solo on block fabrication (60,000 tons), plus Vadinar and Tuticorin facilities planned. Capex 6,000-6,500 cr over 5 years. Guided 12% revenue growth, 14% blended EBITDA margin. FY27 cash flow to turn positive.
Likely market impact
Mixed: JV unlocks value and order book is strong at 22,000 cr, but PAT declined YoY and guided margins are lower; capex of 6,000+ cr may pressure near-term returns.