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 in aerospace, defense, and renewable energy. Capital raised will fund further inorganic growth, with aerospace and defense targeted to reach 10% of revenue.
Fiscal Year 2026
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Revenue and profitability grew strongly in FY 2026, with mid-teen revenue growth, stable margins, and significant expansion in both automotive and aerospace segments. Strategic acquisitions, increased content per vehicle, and new customer wins underpin a positive outlook.
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Q3 FY2026 saw 8% revenue growth, a major merger boosting two-wheeler plastics market share to 25%, and entry into aerospace and defense via acquisition and partnerships. Margins improved, and guidance remains strong for continued outperformance and expansion.
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Record quarterly results with 14% YoY revenue growth and 82% YoY PAT increase, driven by strong demand, new orders, and operational ramp-ups. Margins remain stable, with future growth supported by new facilities and proprietary products, despite near-term ramp-up costs.
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Q1 FY 2026 saw 27% revenue growth and stable EBITDA margins, driven by strong two-wheeler and commercial vehicle performance, new facility ramp-ups, and successful H-One integration. IPO proceeds enabled significant debt repayment, and guidance remains for robust CapEx and segment expansion.
Fiscal Year 2025
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Record FY 2025 results with 11% revenue and 13% PAT growth, driven by strong demand, new plant ramp-ups, and strategic acquisitions. Focus remains on expanding four-wheeler/commercial segments, stable margins, and increased capacity utilization.