Q4 FY26 call: 38% QoQ profit jump, INR1500 crore new orders

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

PRECAM · price

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Price reaction · full curve 14 horizons · vs prior close

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₹151.00

prior close

₹154.22

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AI summary

Q4 FY26 net profit up 38% QoQ to INR13.2 cr on INR162 cr standalone revenue. Consolidated revenue INR205 cr, up 9% QoQ, with 15% EBITDA margin. Full year PAT INR5.78 cr after INR48.8 cr exceptional charge from German arm MFT. New INR1500 cr orders from Maruti, Hyundai, Mahindra, Tata over 5-6 years. INR100-120 cr capex over 3 years. Solar at 29 MW saves INR24 cr yearly. First e-HCV delivered, commercialization from April next year. Short-term margin pressure from rising raw material costs.

Likely market impact

Margin improvement potential from new orders and automation, but raw material costs may pressure near-term margins. Strong order book supports long-term growth.