Swan Defence Q2 PAT at Rs 566 Cr, order book Rs 6,500 Cr
SWANDEF · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 0.2 pts less than Nifty Microcap 250, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Swan Defence posted Q2/H1 FY27 results. H1 revenue rose to Rs 99.46 Cr from Rs 39.99 Cr YoY; PAT swung to Rs 524.78 Cr from a Rs 15.17 Cr loss. Q2 PAT of Rs 566.44 Cr was likely aided by NOPV sale. Order book is about Rs 6,500 Cr, with new export orders for 4 ammonia bulk carriers and 4 tugs. Secured Rs 1,150 Cr NaBFID loan at 5.85 percent effective rate. Gujarat policy offers 8-10 percent subsidy. CEO flags shift from turnaround to scaled execution.
Strong order book supports revenue visibility through FY31, but Q2 PAT surge is mostly a one-time NOPV gain. Watch execution and ramp-up.