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Goodluck India Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Management conservative on margin guidance; geopolitical risks impact input costs and logistics
- Expansion of Defence capacity delayed 6-9 months; commercialization expected by Q4 FY28
- Capex guidance: INR400 Cr for Defence, INR100-150 Cr for standalone FY27
- Q1 FY27 consolidated revenue grew 31% y-y to INR1,287.44 Cr; EBITDA up 46% to INR139.66 Cr; PAT rose 67% to INR67.22 Cr
- Defence EBITDA margin guidance range 30%-35%; Q1 Defence revenue INR80 Cr with 38% EBITDA margin
- Standalone volume up 8.8% y-y at 122,718 MT; capacity utilization at 98%
- Defence business order wins: INR255 Cr for 50,000 shells (10 months), INR52 Cr for 20,000 shells (3 months); DGQA certification received
- Value-added products and Defence to drive growth; exports strong from US and Europe
- Defence subsidiary listing planned in ~18 months; management to consider shareholder value concerns
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.