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Ajax Engineering Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Market share expanded to 75.1% in Q1 FY27 from 69% in Q1 FY26
- Non-SLCM growth target 10-15% for FY27; volume recovery expected post-monsoon
- Price increase of ~2% taken in Q4 FY26; another calibrated hike under evaluation
- Q1 FY27 revenue 475 Cr +1.7% y-y; EBITDA 59 Cr (margin 12.5%, -70 bps y-y); PAT 55.6 Cr +5% y-y
- Q2 FY27 margins expected challenging; target to return to ~12.5% margin in H2 FY27
- State-wise demand mixed; growth in Gujarat, Karnataka, Odisha; decline in Maharashtra, MP
- Export revenue 9% in Q1 FY27; growth expected at 30% CAGR over 3 years
- New product ARGO 4000 launching Q2 FY27; UDAAN series gaining traction
- Focus on cost optimization, operational excellence, and cash flow discipline
- SLCM revenue 388 Cr, flat growth; non-SLCM revenue 48 Cr +6.4% y-y, pumps segment strong
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.