Elin Electronics Q4 FY26 call: 15% FY27 revenue guided, EBITDA guidance deferred

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureAnalyst Day Multiyear TargetsMgmt 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

-3.4%1-day move

₹118.00

prior close

₹119.35

base price

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AI summary

Q4 FY26 revenue rose 3% YoY to Rs. 324 cr, but EBITDA fell to Rs. 6 cr (vs Rs. 20.2 cr) on a 390 bps gross margin hit from war-driven polymer and rupee costs. Net cash Rs. 70 cr. FY27 revenue guided 15% growth; EBITDA guidance deferred due to input cost volatility. Bhiwadi plant commercial production targeted by Aug 2026; FY27 revenue Rs. 80 cr, Rs. 550 cr potential at 7% steady-state EBITDA. UP minimum wage up 26%; 10-18% price hikes passed through by June 2026.

Likely market impact

Near-term margin pressure continues; medium-term expansion hinges on Bhiwadi ramp-up and raw material normalization.