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Blue Star Limited β Q4FY26 Earnings Call Summary
Key Takeaways
- FY27 outlook cautious; summer season started mid-April; margin pressures expected due to commodity and geopolitical risks
- Capex guidance Rs 250-350 Cr for FY27; focus on cost management and market share growth
- Price increases of ~8% taken so far in RAC; total ~13% needed to cover cost inflation; margin target 8-8.5% for FY27
- Unitary Products segment revenue declined 5.1% in FY26; room AC demand picked up in March; margins improved in Q4
- FY26 revenue grew 3.6% to Rs 12,402 Cr; EBITDA margin at 7.5% vs 7.3% in FY25; PAT declined 4.3% to Rs 527.3 Cr
- Electromechanical projects segment revenue up 12.8% in FY26; order inflow up 35.7% in Q4
- Data center MEP business ~Rs 1,000 Cr revenue, expected to more than double in 3 years
- Q4FY26 consolidated revenue grew 1.3% y-y to Rs 4,072 Cr; EBITDA margin improved to 8% from 7%
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.