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Aequs Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Consumer segment EBITDA loss narrowed by INR112 million sequentially; on track for Q4 FY27 breakeven
- Consumer utilization at 22%, expected to reach 40-50% by Q4 FY27
- ROCE target steady at 18-22% for both segments; PAT breakeven expected by H1 FY28 for consumer
- Capex guidance: INR660 Cr in FY27; Hosur integrated facility INR1,900 Cr over 10 years
- Aerospace segment EBITDA margin at 23% with 40% revenue growth in Q1 FY27
- Management confident on execution and growth trajectory for FY27
- Consolidated revenue grew 55% y-y to INR3,955 million; aerospace up 40%, consumer up 190%
- Order book crossed USD1 billion; signed 15-year contract for Airbus A320 wheels with Safran
- No material impact from global tariff changes; demand driven by customer orders
- Finance cost reduced due to debt repayment; net working capital days improved to 125
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.