BSEMediumNeutral
Announced Thu, 8 May · 11:27 IST

Please find enclosed the intimation.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Blue Star Limited reported a strong FY25 with consolidated revenue growing 23.6% to Rs 11,976.65 crores and profit before tax rising 38.6% to Rs 772.42 crores. Net profit for FY25 stood at Rs 591.28 crores (up from Rs 414.31 crores), with EBITDA margin improving by 40 basis points to 7.3% from 6.9% in FY24, driven by scale benefits. Q4FY25 revenue grew 20.8% to Rs 4,018.96 crores, though EBITDA margin dipped slightly to 7.0% from 7.3% in Q4FY24. The carried forward order book hit a record Rs 6,263 crores (up 9.9%), with strong order inflows from factories and data centers. The Board recommended a dividend of Rs 9 per share (up from Rs 7). Management remains optimistic about FY26, citing strong summer demand, data center opportunities, and potential India-US trade benefits, though Professional Electronics segment de-grew due to Med-Tech regulatory headwinds.

Likely market impact

Strong full-year performance with margin expansion, record order book, and higher dividend should be positive for shareholders. The slight Q4 margin softness and Professional Electronics decline are minor concerns, but overall outlook remains upbeat.