Q2 FY27: 28% revenue growth and INR 4,807 mn BHEL order

Management guided margin pressureOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

ELLEN · price

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

Price reactionminutes from the announcement price · days from the prior close

-10.1%Reaction day

₹348.00

prior close

₹333.00

announcement price

After-mkt

timing

Nifty Microcap 250market+1.1%-11.2% vs market

Industrial Gases peers, median of 5sector-0.3%-9.8% vs sector

On the reaction day the stock moved 11.2 pts less than Nifty Microcap 250 and 9.8 pts less than its Industrial Gases peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-5.3

10m

-3.9

15m

-4.0

30m

-3.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-10.1+1.1-11.2-0.3-9.8

Next day

-16.5pendingpending+0.9-17.4

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15d

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UpDownMarket · Nifty Microcap 250Sector · Industrial Gases peers, median of 5Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue rose 28% year on year to INR 1,143 mn as new plants ramped up. EBITDA rose 21% to INR 407 mn, but margin fell to 36% from 39% due to higher transport and salary costs. Profit after tax fell 3% to INR 356 mn. The company won an INR 4,807 mn BHEL order and guided FY28 capex of INR 2,000 mn.

Likely market impact

Revenue growth and the BHEL order support expansion, but transport costs may pressure margins until negotiated price increases take effect.