CWD Ltd H2 FY26 Investor Presentation: Revenue up 308% YoY

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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₹299.15

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₹309.80

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AI summary

CWD Ltd's H2 FY26 revenue surged 308% YoY to ₹110 cr; full-year FY26 revenue up 346% YoY at ₹151 cr, driven by soundbox, smart infrastructure and IoT growth. EBITDA rose 158% YoY to ₹20 cr; PAT grew 84% YoY to ₹8 cr (FY26 PAT: ₹12 cr, +391%). Management targets ₹380-400 cr revenue by FY27, with soundbox capacity rising from 1.5 lakh to 2.5 lakh units/month. Key wins: ₹45 cr CNIC order and 25,000 WMS order. Direct OEM sourcing expected to drive margin expansion in FY27.

Likely market impact

Strong growth narrative with clear FY27 targets, but EBITDA margins compressed to 14.9% from 27% YoY. Capacity expansion and order wins support outlook.