HAPPYFORGENSEHappy Forgings LimitedMinimalNeutral
Announced Thu, 21 May · 17:44 IST

Happy Forgings Limited has informed the Exchange regarding a press release dated May 21, 2026, titled "Press release dated 21st May 2026".

HAPPYFORGE · 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
-5.0%1-day move
₹1452.00
prior close
₹1478.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.2-1.7-3.2-5.7-5.0-4.3-2.2-4.9-2.2-3.2-7.1+7.1+9.8
Up moveDown movePending
AI summary

Happy Forgings reported strong Q4FY26 results with revenue up 20.4% YoY to ₹424 crore, driven by 20.6% volume growth. EBITDA grew 30.4% to ₹133 crore with margin expansion of 240 bps to 31.5%, while PAT rose 23.6% to ₹84 crore. For the full year FY26, revenue stood at ₹1,546 crore (up 9.8%), EBITDA at ₹471 crore (up 15.7%), and PAT at ₹302 crore (up 12.8%). The company achieved highest-ever annual profitability with margins expanding across all levels. Volumes grew 11% for FY26 with stable realisations at ₹245/kg. Machined products now contribute 89% of revenue, up from historical levels. The company maintains a fortress balance sheet with cash reserves of ~₹430 crore. Management flagged manageable raw material cost pressures due to geopolitical developments but expects recovery through pass-through arrangements and ongoing customer negotiations. Since FY21, the company has delivered 21% compounded revenue growth and 28% net profit growth while doubling manufacturing capacity.

Likely market impact

Strong quarterly and annual results with margin expansion and volume growth signal operational efficiency and pricing power. The 20%+ volume growth and 30%+ EBITDA growth in Q4 are particularly positive, suggesting continued market share gains. However, PAT growth lagged EBITDA due to adverse FX movements, which investors may monitor.