Q1 FY27 earnings call: revenue up 13%, PAT up 79%
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Q1 FY27: Revenue Rs 124.68 cr up 13% YoY, EBITDA Rs 25.27 cr up 76%, PAT Rs 18.57 cr up 79%. Strong margins driven by better HFO product mix and inventory stockpiles. Helium plant at Khalapur (1,200 MT) to commercialize next quarter, expected 12% revenue contribution. R32 plant at Bhilwara (10,000 MT) delayed to December 2026. Mambattu HFO blending plant by year-end. Management reiterates 30-35 percent revenue CAGR over 3 years and 3-4 percent EBITDA margin expansion.
Strong quarter with management reaffirming growth plans and capacity roadmap. Watch for R32 commissioning in December and signals on capital raise for future expansion.