Announced Fri, 21 Aug · 20:04 IST

Lords Mark Q1 FY27 call: 280 cr revenue, 1,550 cr FY27 guidance seen as conservative

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing

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AI summary

Q1 FY27 revenue about 280 cr (307 cr consolidated), profit around 32 cr. FY27 guidance: 1,550 cr, 20 percent growth called very conservative. FY28 target: over 2,000 cr, 10-11 percent PAT margin. Order book: 3,000 cr renewable, 500 plus dialysis machines. Q1 mix: 55 percent Medtech, 45 percent renewable. Medtech EBITDA 20 percent versus renewable 11 percent. Plans for 50 dialysis centers, cancer hospitals, new testing tech. Promoter 80 percent, to dilute via OFS or rights.

Likely market impact

Management calls FY27 guidance very conservative, expects over 20 percent growth. Order book of 3,000 cr renewable and 500 plus dialysis machines.