Q4 26 earnings call transcript
ROSSTECH · price
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Rossell Techsys reported its strongest quarter ever with Q4 revenue of INR142 crores (62% YoY) and FY26 full-year revenue nearly doubling to INR485 crores (up 87%). Profit before tax rose to INR28 crores from INR10 crores, while EBITDA increased to INR66 crores from INR38 crores. The company has confirmed purchase orders of INR715 crores and strategic agreements worth approximately INR3,000 crores, with INR4,500 crores in bids submitted across aerospace, defense, space, and semiconductor segments. Management guided for similar high growth (80-90%) in FY27 with a 50-50 revenue split between aerospace/defense and non-aerospace segments. The company is raising funds via QIP (7-10% dilution) for capacity expansion, operational infrastructure, and working capital. Semiconductor and space revenues are expected to grow 300-400% in FY27. Boeing's T-7 program has strategic agreements of USD 200 million, with production ramp-up expected in Q2-Q3 FY27.
The strong order book visibility and management's confident growth guidance indicate sustained momentum, though near-term margins remain pressured due to investments in new customer qualifications and capacity expansion. The planned QIP and inventory reduction targets should strengthen the balance sheet.