Announced Fri, 7 Aug · 19:02 IST
Q1 FY27 Earnings Call Transcript: Margin Dip, Guidance Retained
Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
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AI summary
Q1 FY27 revenue Rs.380 cr up 39% YoY, EBITDA Rs.139 cr up 30% at 35% margin, PAT Rs.65 cr up 30%. Core crane rental margin dipped from 53% to 47% due to ECL provisions of Rs.6.2 cr, forex MTM, one-time incentive, and revenue mix shift to ancillaries. FY27 guidance retained at revenue Rs.1,400-1,500 cr and EBITDA Rs.525-575 cr. Order book Rs.1,250 cr, inquiry pipeline Rs.5,600 cr. CAPEX pool Rs.652 cr for FY27 with Rs.92 cr already deployed. Saudi operations turned cumulatively EBITDA positive.
Likely market impact
Core margins seen as structurally intact. Strong order visibility supports growth. Watch margin recovery and Saudi ramp-up.