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Lohia Corp Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Replacement demand currently 3-5%, expected to increase; majority of orders from capacity expansions
- Q1 FY27 revenue grew 60% y-y to INR503 Cr; EBITDA INR100 Cr, margin 19.9% vs 11.5% last year; PAT INR66 Cr
- EBITDA margin expected to sustain around 20% as pre-COVID levels; margin gains from operating leverage
- Export revenue share expected to stabilize around 50% going forward
- Order book at INR1,778 Cr, up 30% since March 2026, with 41% international revenue share
- Capacity utilization at ~75%, can scale to 85%; current capacity supports INR2,400-2,500 Cr turnover
- New product launches include multi-layer coating line and high-speed circular loom
- Competitive pricing: export sales prices 12-15% higher than domestic; command 15-20% premium over Chinese players
- R&D spend steady at ~3%, focusing on automation and IoT products
- Execution cycle for orders typically 6-9 months; service revenue ~2-3% of plant setup annually
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.