India · Delayed Price · Currency is INR Belrise Industries Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 delivered 13% revenue growth and stable margins, driven by strong order wins, strategic acquisitions, and expansion into aerospace, defense, and renewable energy. Cost pressures are easing, and the company targets 10% of manufacturing revenue from aerospace and defense in the medium term.
Fiscal Year 2026
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Revenue and profitability grew strongly in FY 2026, driven by diversification, new customer wins, and expansion into aerospace. Margins remained stable despite cost pressures, and the company expects continued mid-teen revenue growth and stable margins in FY 2027.
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Q3 FY26 saw 8% YoY revenue growth and a 26% YoY rise in adjusted PAT, driven by new OEM partnerships, a strategic merger, and expansion into aerospace and defense. The merger is expected to be EPS and margin accretive, with strong growth anticipated in core and new verticals.
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Record quarterly revenue and PAT growth driven by strong demand, new business wins, and expansion into EV, premium, and commercial vehicle segments. Margins remain stable, with ongoing ramp-up of new facilities and a focus on proprietary products and export growth.
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Revenue grew 21% year-on-year to INR 22,622 million, with manufacturing revenue up 29% and EBITDA margin stable at 12.4%. IPO proceeds enabled significant debt repayment, and new facilities plus strong order wins in commercial vehicles and defense support a positive outlook.
Fiscal Year 2025
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Record FY25 results with 11% revenue and 13% PAT growth, driven by strong two-wheeler and commercial vehicle demand, strategic acquisitions, and operational expansion. EBITDA margin remained stable, debt was significantly reduced post-IPO, and the company targets mid-teen growth with stable margins ahead.