Q1 FY27 call: weak revenue on supply chain issues, INR699cr order book, 20-25% growth guided
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Q1 FY27 revenue fell to INR853M from INR1,024M YoY due to Middle East supply chain disruptions that cost about INR55 crores. EBITDA was negative INR149M and net loss INR176M versus a profit of INR41M last year. Order book stands at INR699 crores with pipeline of INR3,200 crores, targeting INR1,000 cr order intake this year. Won first European ZLD order worth around EUR600K and INR1,430M of new steel sector orders. Invested USD575K in US-based WaHa for atmospheric water generation tie-up. Management guides 20-25% revenue growth and 12-16% EBITDA margins over the next 2-3 years.
Weak Q1 was a one-time supply chain hit. Strong order book, new partnerships and clear multi-year growth guidance support a recovery story.