Announced Mon, 17 Aug · 16:44 IST
Q1 FY27 Earnings Call: Record Revenue, 39.2% Margins, Copper Roadmap
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
LLOYDSME · price
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Price reaction · full curve 14 horizons · vs prior close
-1.2%1-day move
₹1937.00
prior close
₹1938.20
base price
After-mkt
timing
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Up moveDown movePending
AI summary
Stand-alone revenue INR5,413 cr (up 127% YoY), EBITDA INR2,120 cr at 39.2% margin (best ever, up 639 bps YoY), PAT INR1,527 cr (up 141% YoY). Consolidated revenue INR7,354 cr. Second pellet plant reached 100% utilization in 4 months. Capex of INR11,000 cr planned over next 2 years. Copper JV needs $300M capex, targeted operational by Q1 FY28. Chemaf debt restructuring expected to cut debt by 40-50%.
Likely market impact
Record revenue and margins. Growth from pellets, steel plant, copper JV. Chemaf debt to fall 40-50%. Positive for shareholders.