Q2 revenue up 24%, FY27 EBITDA guidance retained and order book at Rs 59,200 crore
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On the reaction day the stock moved in line with Nifty Midcap 150 and 0.9 pts more than its Other Electrical Equipment peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Q2 FY27 revenue rose 23.9% to Rs 7,517.7 crore; EBITDA was Rs 1,335.2 crore at a 17.8% margin. H1 revenue rose 47.3% to Rs 15,449.5 crore, while EBITDA rose 15.5% to Rs 2,775.1 crore and profit after tax was Rs 1,645.5 crore. FY27 EBITDA guidance stayed at Rs 7,000-7,700 crore. The Rs 59,200 crore order book excludes some US export orders; net cash was Rs 3,224 crore. Management sees Rs 90,000 crore to Rs 1 lakh crore revenue in 4-5 years.
Growth, the order book and net cash support the outlook; capacity may lift margins, but US order exclusions and price cuts remain risks.