BSEDelton Cables LtdMinimalNeutral
Announced Thu, 12 Feb · 20:07 IST

Press Release for the quarter ended December 31, 2025.

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AI summary

Delton Cables reported strong growth for the quarter ended December 31, 2025, with Q3 revenue rising 42% year-on-year to ₹2,684 million and Q3 adjusted profit after tax up 11% to ₹37.5 million. For the nine months, revenue grew 31.4% to ₹6,660.7 million, EBITDA jumped nearly 59% to ₹510 million, and adjusted PAT nearly doubled to ₹131.2 million. EBITDA margin improved by 132 basis points over 9M FY26 despite higher input costs. Revenue mix for 9M FY26 was led by EPC (51%, up 26%), followed by Railways (32%, down 4% by choice due to lower margins) and Telecom/Others (17%). The order book stood at ₹6,940 million as of December 31, 2025, up over 60% from end of Q2, with 93% from the EPC segment.

Likely market impact

Strong revenue growth, expanding margins, and a substantially higher order book point to healthy business momentum, particularly in the higher-margin EPC segment. The shift away from lower-margin Railways business and the near-doubling of 9-month profits are positive for shareholders, though management flagged that input cost pressures are limiting further margin gains.