NAVANSENAVA LIMITEDMediumNeutral
Announced Fri, 15 May · 14:30 IST

NAVA LIMITED has informed the Exchange about the "Presentation for the Quarter and financial year ended 31st March 2026

Mgmt Guided Margin PressureInvestor Communications View source PDF

NAVA · price

Loading chart…

▲ 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
-15.1%1-day move
₹704.50
prior close
₹635.75
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.3+0.9+0.1-1.0-15.1-14.5-11.1-13.8-13.8-13.4-16.9-14.0-15.8
Up moveDown movePending
AI summary

Nava Limited reported consolidated revenue of ₹4,479 Cr (+8.3% YoY) but EBITDA declined 4.1% to ₹1,905 Cr due to reduced realizations in Ferro Alloys and Indian Energy segments plus increased fixed costs. Consolidated PAT fell 27.6% to ₹1,039 Cr, impacted by a notional DTL provision of ₹261 Cr due to Zambian Kwacha appreciation and new tax applicability at MEL. Standalone performance was significantly stronger with PAT at ₹911 Cr (highest ever, +115.5% YoY) boosted by a ₹403.9 Cr exceptional item from a scheme of arrangement. Si Mn alloy volumes grew 22% for FY26 with production shift from Ferro Silicon. Maamba Solar 100 MW commissioning planned for July 2026; MEL Phase II 300 MW progressing steadily.

Likely market impact

Consolidated margins compressed to 42.5% as EBITDA fell despite revenue growth, reflecting operational challenges in core segments. Standalone performance masks underlying pressure from energy tariff softness and Zambia currency headwinds.