India · Delayed Price · Currency is INR Azad Engineering Earnings Call Transcripts
Fiscal Year 2027
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Revenue grew 26.8% YoY with EBITDA margin expanding to 37.6%, driven by strong execution and new capacity. Aerospace and defense led segment growth, and the company delivered India's first indigenous turbojet engine. Long-term revenue growth guidance remains above 25%.
Fiscal Year 2026
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FY 2026 saw record revenue and profit growth, driven by new capacity, major contract wins, and strong execution across all segments. The order book provides multi-year visibility, with management guiding for 25%+ annual growth and margin expansion as new plants ramp up.
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Q3 FY 2026 saw revenue up 31% and PAT up 40% year-on-year, with stable margins despite ramp-up costs. Order book exceeds INR 6,500 crores, and capacity expansion is on track for full utilization by FY 2028. Long-term EBITDA margin guidance remains 33%-35%.
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Record quarterly and half-yearly results driven by 28% revenue growth and margin expansion, with robust order inflows and new strategic contracts. Guidance for 25%-30% annual growth is maintained, supported by new facilities and strong demand across segments.
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Revenue grew 36.7% year-over-year to INR 135 crores, with EBITDA margin rising to 36.1% and PAT margin to 22.3%. Order book exceeds INR 6,000 crores, supported by capacity expansion and robust demand across energy, aerospace & defense, and oil & gas. Guidance for FY26 is 25%-30% revenue growth.
Fiscal Year 2025
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Revenue and profit surged in FY 2025, with strong growth across all segments and a robust order book exceeding INR 6,000 crores. New facilities and a successful QIP support ambitious 30%+ growth guidance for FY 2026, with margins expected to remain stable.
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Q2 FY25 revenue grew 35% year-over-year to INR 111 crores, with EBITDA margins up 200 bps and a robust order book of INR 4,200 crores. Major new contracts and capacity expansion are set to drive incremental growth from FY26, with guidance of 25%-30% revenue growth for FY25.
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Q1 FY25 saw 30% revenue growth and PAT more than double, driven by a robust order book and major contract wins across energy, defense, and aerospace. Margin profile remains strong, with guidance reaffirmed for 25%-30% revenue growth and continued expansion in high-growth sectors.