COCHINSHIPBSECochin Shipyard LtdHighNeutral
Announced Fri, 15 May · 19:19 IST

Please refer attachment

Emphasis Of MatterRevenue DeclinePat NegativeEbitda Margin CompressionNegative Operating CashflowDebt Equity ThresholdResults View source PDF

COCHINSHIP · 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
-6.7%1-day move
₹1595.30
prior close
₹1549.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.1-2.8-2.7-4.5-6.7-5.2-4.1-4.0-4.0-4.2-9.4-7.9-11.9
Up moveDown movePending
AI summary

Cochin Shipyard reported consolidated revenue from operations of Rs. 5,02,187 lakhs for FY26, up 4.2% from Rs. 4,81,996 lakhs in FY25. However, profit after tax (PAT) declined 13.3% to Rs. 71,674 lakhs from Rs. 82,733 lakhs. Standalone PAT dropped more sharply by 23.7% to Rs. 64,304 lakhs. Operating margin compressed from 23.3% to 19.9% year-on-year. The Board recommended a final dividend of Rs. 1.5 per share. The auditor issued an unmodified opinion but included an Emphasis of Matter regarding suspension of construction of two passenger vessels for the Andaman & Nicobar Administration, where Rs. 66,504 lakhs has been received but delivery is delayed and reallocation discussions are ongoing. Negative operating cash flow of Rs. 1,23,408 lakhs was reported.

Likely market impact

PAT decline of 13.3% and margin compression are near-term concerns. The Rs. 1,12,412 lakhs bank guarantees and vessel reallocation uncertainties add risk. However, AAA rating and strong order book provide some cushion.