ELINNSEElin Electronics LimitedMediumNeutral
Announced Mon, 25 May · 15:46 IST

Elin Electronics Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureMgmt Evaded Key QuestionInvestor Communications View source PDF

ELIN · price

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

Price reaction · full curve 14 horizons · vs prior close
-4.2%1-day move
₹121.00
prior close
₹116.78
base price
After-mkt
timing
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Up moveDown movePending
AI summary

Elin Electronics reported Q4 FY26 revenue of INR 3,242 million, up 3% YoY, with FY26 revenue of INR 12,877 million. However, Q4 EBITDA collapsed to INR 60 million (down 70% YoY) with EBITDA margin shrinking to just 1.8% from 6.4%. PAT turned negative at INR 8 million in Q4, impacted by a sharp ~390 bps gross margin decline due to surging polymer prices from elevated crude costs and INR depreciation against USD. For FY27, management guided for ~15% revenue growth but explicitly declined to provide EBITDA margin guidance, citing highly volatile geopolitical conditions causing raw material cost fluctuations. The company is targeting ~50 working capital days (from current ~59 days) and plans INR 70 crore total capex.

Likely market impact

The stock faces near-term pressure from severely compressed margins despite modest revenue growth. The management's inability to guide on margins due to geopolitical uncertainty signals ongoing earnings risk, though the balance sheet remains healthy with net cash of INR 701 million.