MTAR Q1 FY27 transcript: revenue up 130%, guides to beat 80% growth target
MTARTECH · price
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Q1 FY27 revenue at INR360.7 crores, up 130% YoY. EBITDA at INR85.1 crores (margin 23.54% vs 24% guidance), PAT at INR50.2 crores, up 365% YoY. Order book at INR5,143 crores plus INR800 crores new orders. Reiterated 80% revenue growth guidance for FY27 with 24% EBITDA margin, expects to beat it. Civil nuclear sees highest-ever inflows from Kaiga 5 and 6, Mahi Banswara opportunity ahead. Clean Energy Phase 2 by Oct 2026, Phase 3 by March 2027. Aerospace and defense revenues expected to double in FY27. New data center infrastructure segment begun. Working capital improved to 59 days from 172. Net debt about INR20-25 crores after cash. Capex of about INR500 crores over this and next year.
Strong quarter with broad-based growth across nuclear, clean energy, and aerospace. Management confident of beating annual guidance. Net debt near zero supports growth capex.