BSEDelton Cables LtdLowNeutral
Announced Tue, 5 Aug · 20:32 IST

Press Release for the quarter ended June 30, 2025

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Delton Cables reported Q1 FY26 revenue of ₹1,567.3 million, up about 9% from ₹1,438.4 million in Q1 FY25. EBITDA grew a sharp 38% YoY to ₹137 million, with EBITDA margin expanding 184 basis points to 8.74%, helped by a richer mix toward higher-margin EPC business. Profit after tax rose only marginally (~2%) to ₹30.8 million, and EPS stood at ₹3.57 versus ₹3.50 a year ago. The revenue mix in Q1 was EPC 51%, Railways 31%, and Telecom/Others 18%, and the total order book at June 30, 2025 stood at ₹3,090 million, with 81% from EPC and telecom segments. A new manufacturing facility (Plant III) at Prithla, Haryana, became operational on June 7, 2025 to serve rising telecom demand.

Likely market impact

The strong EBITDA growth and margin expansion show improving operating efficiency and a healthier business mix, which are positives for the stock. However, the very small PAT growth despite big EBITDA gains suggests higher costs (possibly depreciation or finance costs from the new plant) are weighing on bottom-line growth, something investors should watch in coming quarters.