Announced Wed, 12 Aug · 17:54 IST
Q1 FY27 Concall: Margin Recovery Plan, New Paints Foray
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDFExplain this filing
ELECTCAST · price
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Price reaction · full curve 14 horizons · vs prior close
-4.2%1-day move
₹73.88
prior close
₹73.56
base price
After-mkt
timing
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AI summary
Q1 FY27 consol income Rs 1,465 cr, EBITDA Rs 139 cr at 9.5% margin, PAT Rs 48.4 cr. Volumes fell 27% YoY. Mgmt guides margin to 12-13% by Q3-Q4 FY27 on cost cuts. FY27 volume target cut to 5.75 lakh tons. JJM 2.0 outlay Rs 8.69 lakh cr, Rs 10,344 cr sanctioned versus Rs 1,560 cr last year. Plans new industrial paints business (Rs 800-1,000 cr revenue target in 5 yrs) and aims to double valve revenue in 4 yrs. Net debt Rs 876 cr.
Likely market impact
Soft near-term volumes offset by management margin recovery guidance and new growth in paints and valves; JJM 2.0 outlay supports longer-term story.