Earnings Call Transcript Summaries

AI-generated key takeaways from quarterly earnings calls of Indian listed companies. Management commentary on revenue, margins, guidance, and outlook — summarised within hours of filing.

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398 transcripts
Borosil Limited Q1FY27
26 Aug 2026
  • Capex guidance FY27: 125-150 Cr for glassware expansion and solar projects
  • Margin pressure due to input cost inflation from West Asia conflict; impact ~10 Cr partially offset by price hikes of 5-7%
  • Q1 FY27 consolidated revenue 253.6 Cr, +9% y-y; EBITDA 35.9 Cr, margin 14.6% vs 17.8% Q1 FY26
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Borosil Limited Q1FY27
25 Aug 2026
  • Glassware and Opalware segments at ~90% utilization; volume-led growth expected to continue
  • Capex guidance INR125-150 Cr for FY27 including glassware furnace expansion and Bharuch facility
  • Margin pressure due to input cost inflation from West Asia conflict; INR10 Cr impact partially offset by price hikes of 5-7%
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Tembo Global Industries Limited Q1FY27
25 Aug 2026
  • Defense FY28 revenue target INR 300-350 Cr with 30-35% PAT margin; aerospace revenue INR 100 Cr with 45-50% EBITDA margin
  • Q1 FY27 revenue grew 21.9% y-y to INR 302 Cr; PAT rose 55.3% y-y to INR 31.2 Cr
  • Solar projects commissioning on track; revenue expected INR 50-60 Cr in FY27, INR 80-90 Cr peak
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Orchid Pharma Limited Q1FY27
24 Aug 2026
  • Industry pricing pressure persists; better demand expected in H2 FY27, especially in regulated markets
  • Capex for FY27 mainly INR750 Cr for 7-ACA and USD20-25 million for cefiderocol project
  • Q1 FY27 revenue grew 15% y-y to INR304 Cr; EBITDA improved to INR25 Cr from INR10 Cr in Q1 FY26
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Simplex Castings Ltd Q1FY27
24 Aug 2026
  • Capacity utilization currently 50-60%, targeting 80% by FY27 end
  • Q1 FY27 revenue 60.95 Cr +35% y-y; EBITDA 11.52 Cr +25% y-y; PAT 6.86 Cr +45% y-y
  • Working capital cycle targeted to improve to 60-70 days by FY28 via product mix shift
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Patanjali Foods Limited Q1FY27
24 Aug 2026
  • Volume growth ~5-8% and pricing inflation ~12% in foods segment in Q1 FY27
  • Staples revenue >INR1,000 Cr; cautious outlook due to weather and rural demand risks; FY27 staples growth guided 8-10%
  • Full-year guidance: edible oil volume growth 3-5%, FMCG growth 8-10%, beauty & personal care ~15%, overall EBITDA margin growth 10-12%
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Susan Electricals India Ltd Q1FY27
22 Aug 2026
  • FY27 capex planned at INR 15-20 Cr mainly for machinery and factory expansion
  • EBITDA margin improved to ~11.9% in Q1; expected to maintain/improve with product mix shift
  • HT & MVCC cables contribution targeted to rise from ~5-10% to ~50% by FY27 year-end
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Mishra Dhatu Nigam Limited Q1FY27
22 Aug 2026
  • Margin compression in Q1 due to LPG price surge and raw material cost inflation; normalization expected by Q3 FY27
  • Metal bank implementation expected by Q2 FY27 to mitigate raw material supply and cost volatility
  • Capex of ~Rs. 1,000 Cr planned over 2-3 years; benefits expected after 3-4 years stabilization
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Olectra Greentech Limited Q1FY27
21 Aug 2026
  • Truck segment nascent; pilot deployments ongoing; targeting 20-25% market share in FY28
  • New generation bus and truck platforms launching Q4 FY27 with INR450 Cr capex over 18 months
  • Raw material cost pressures in Q1 easing; margins expected to stabilize around 12-15% band
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MM Forgings Limited Q1FY27
21 Aug 2026
  • Capacity utilization rising; targeting 1 lakh+ tons annual run rate in FY27
  • Export mix stable; US market share ~18%, expected to grow slightly
  • Capex INR150 Cr in FY27; includes 16,500 ton press commissioning in Q4
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QMS Medical Allied Services Limited Q1FY27
21 Aug 2026
  • Q1 FY27 consolidated revenue INR56.9 Cr, +22% y-y; EBITDA INR8.3 Cr, +27% y-y; PAT INR4 Cr, +25% y-y
  • EBITDA margin improved to 14.6% vs 14.1% in Q1 FY26 and 13.3% in Q4 FY26
  • Saarathi Healthcare 76% owned; full acquisition expected by Q2 FY27
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Diamond Power Infrastructure Limited Q1FY27
21 Aug 2026
  • Capacity expansions: 2 aluminum corrugation lines, 2 medium voltage lines commissioning FY27; 6th CCV line by Dec 2027
  • Q1 FY27 revenue INR690 Cr +129% y-y; EBITDA INR85 Cr +172% (12.3% margin); PAT INR58.5 Cr +191% (8.5% margin)
  • FY27 revenue guidance INR4,300-4,500 Cr; margin guidance 11-13% depending on metal prices
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KRBL Limited Q1FY27
21 Aug 2026
  • Domestic revenue grew 14% YoY; 10% domestic volume growth guidance for FY27
  • Gross margin 36.3% in Q1 FY27 vs 25.7% last year; EBITDA margin 23.8% vs 13.9%
  • FY27 EBITDA margin guidance 17-18%, gross margin ~30%; margins not sustainable at Q1 levels
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Travel Food Services Limited Q1FY27
21 Aug 2026
  • Q1 FY27 system-wide sales grew 18% y-y to INR8.4bn; consolidated PAT rose 35.6% y-y to INR1.3bn
  • EBITDA INR1.6bn, up 11% y-y; EBITDA margin 35.8%, impacted by higher employee and operating costs from new outlets
  • 50 outlets under development expected to contribute over next 12-18 months as they ramp up
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Ashok Leyland Ltd Q1FY27
21 Aug 2026
  • Q2 margin outlook challenging due to commodity costs; relief expected from Q3; pricing and cost-saving levers active
  • Domestic MHCV industry growth expected to accelerate beyond Q1's 13%, with July and August >20%
  • Regulatory costs expected but managed via TCO focus; BS7 implementation unlikely before 2031
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Premier Explosives Limited Q1FY27
20 Aug 2026
  • EBITDA margin target remains 15-20% for FY27; raw material costs pressured Q1 margins
  • Capex progress: RDX/HMX plant water trials expected Sep 2026; mixer plant commissioning by end Sep
  • FY27 revenue guidance maintained at INR600 Cr despite weak start
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Black Box Limited Q1FY27
20 Aug 2026
  • Q1 FY27 revenue 1719 Cr INR +24% y-y; EBITDA 160 Cr INR +38% y-y; PAT 56 Cr INR +18% y-y
  • FY27 guidance: revenue 7800-8000 Cr INR (+23-27%), EBITDA 725-750 Cr INR (+27-32%), PAT 300-325 Cr INR (+38-50%), EBITDA margin 9.3-9.4%
  • FY27 cash flow to EBITDA conversion expected to improve; investments in talent largely done
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Thomas Scott (India) Limited Q1FY27
20 Aug 2026
  • Q2 positive consumer sentiment; festive season expected to boost growth and pricing flexibility
  • Pricing strategy focused on protecting realizations; subdued price elasticity in Q1 due to cautious consumer sentiment; marketing spend increased for better ROI
  • AI and data-driven platform evolving to optimize demand forecasting, inventory, and pricing
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LG Electronics India Limited Q1FY27
20 Aug 2026
  • Sri City plant commissioning compressors in Q3 FY27 and RAC in Q4 FY27 to boost capacity and exports
  • Dividend payout deferred to preserve cash for INR5,000 Cr Sri City capex; plan to review dividend as cash generation strengthens
  • Q1 FY27 revenue grew 15.5% y-y to INR72.33bn; EBITDA margin expanded 110bps to 12.5%; PAT rose 27.2% to INR6.53bn
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Tube Investments of India Limited Q1FY27
20 Aug 2026
  • Steel price inflation caused margin pressure; full price recovery expected in coming quarters
  • Capex Rs.350 Cr planned for TI, Rs.100 Cr for Shanthi Gears in FY27
  • CDMO 200KL reactor commissioned; commercial inspection expected next financial year
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Voltas Limited Q1FY27
20 Aug 2026
  • Projects segment order book Rs 6,345 Cr; focus on shorter gestation, value-accretive orders
  • Capex for FY27-28 mainly maintenance; major JV capex expected FY28-29
  • Multiple analyst queries on compressor JV details, margin outlook; management optimistic on gradual margin improvement
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AXISCADES Technologies Limited Q1FY27
20 Aug 2026
  • Q1 FY27 consolidated revenue 346 Cr (+42% y-y), net loss 14.8 Cr due to divestment costs
  • Aerospace manufacturing revenue 6.1 Cr; acquisition expected Q2 FY27 to add 180 Cr revenue, 22% EBITDA margin
  • FY27 revenue guidance 1,377 Cr continuing operations; EBITDA target 270 Cr; PAT ~135 Cr
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Rishabh Instruments Limited Q1FY27
20 Aug 2026
  • Q1 FY27 consolidated revenue INR1,983 million +4.2% y-y; EBITDA INR333 million +17.3% y-y; EBITDA margin 16.8%; PAT INR194 million -1.4% y-y
  • Lumel Alucast revenue declined 41.2% y-y; adjusted EBITDA margin negative 6.4%; expected breakeven by FY27 end
  • India standalone revenue grew 25.6% y-y with EBITDA margin 22.9%; strong export demand and product mix
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IOL Chemicals and Pharmaceuticals Limited Q1FY27
20 Aug 2026
  • Q1 FY27 revenue INR756 Cr +37% y-y; EBITDA INR111 Cr +60.7% y-y; PAT INR64.5 Cr +89.9% y-y
  • FY27 guidance: 15-20% revenue growth, EBITDA margin 14-15%, exports 25-30% of revenue
  • Broad-based pharma growth driven by higher capacity utilization (80-95%) and operational efficiency
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Elgi Equipments Limited Q1FY27
20 Aug 2026
  • Target EBITDA margin 20% by 2031; ongoing process improvements to drive efficiency
  • Margin improvement driven by cost reduction, reorganization, motor insourcing
  • Demand=Match technology launched in India, global rollout ongoing in 2026
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KNR Constructions Limited Q1FY27
20 Aug 2026
  • Mining capex FY27: INR350-400 Cr; FY28: INR400-600 Cr; Kusmunda project starts Sep 2026
  • Multiple analyst queries on mining project margins and capex; management expects 6%+ PAT on mining
  • FY27 EBITDA margin guidance: 8-9%; Q3-Q4 margin expected 11-12%; FY28 margin 12-13%
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Physicswallah Limited Q1FY27
20 Aug 2026
  • Online margin ~27% last year; improvement expected as newer categories break even
  • NEET exam cycle shift impacted Q1 enrollments; offline growth would be 22-25% without delay
  • Pre-Ind AS EBITDA negative 44 Cr, improved 624 bps y-y; PAT loss 84 Cr vs 152 Cr loss last year
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Aditya Birla Real Estate Limited Q1FY27
20 Aug 2026
  • FY27 launch pipeline on track; Rs. 10,000-15,000 Cr BD target maintained
  • Q1 FY27 collections at Rs. 713 Cr, +31% y-y; strong sales in MMR, Pune, Bengaluru
  • Redevelopment portfolio expanded to Rs. 4,300 Cr GDV with new Vashi project
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Mstc Limited Q1FY27
20 Aug 2026
  • Q1 FY27 revenue from operations Rs. 94.25 Cr, +22% y-y; EBITDA margin 69.05%, +3% y-y
  • TReDS platform awaiting RBI approval, expected operationalization in FY27; revenue from transaction fees
  • JV with Mahindra profitable this quarter; positive outlook for continuation
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🚨 RELIANCE — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
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About these summaries. Earnings call transcripts are filed on BSE/NSE after quarterly results. Our AI reads the full transcript and extracts key takeaways: outlook, demand drivers, margin commentary, risk factors, and capital allocation plans. Summaries are generated within hours of filing. Browse all filings → · Company directory →