Earnings Call Transcript Summaries

AI-generated key takeaways from quarterly earnings calls of Indian listed companies. Management commentary on revenue, margins, guidance, and outlook — summarised within hours of filing.

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Steamhouse India Limited Q2FY27

10 Oct 2026

• Capacity utilization improved to 41.4% in Q1 FY27 from 36.06% in Q1 FY26
• Expansion underway: capacity to rise from 345 TPH to ~705 TPH by FY29; new projects in Gujarat and Himachal Pradesh
• Q1 FY27 steam sales grew 16.7% y-y to 305,816 tons; revenue rose 13.35% to INR128.62 Cr

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Granules India Limited Q2FY27

06 Oct 2026

• Granules returned to growth in FY26, starting a new growth cycle
• First-to-file strategy progressing with two sole first-to-file ANDAs filed, pipeline for FY30-34
• Peptide CDMO targets $50 million revenue run rate by FY29 and $100 million by FY31

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Prasol Chemicals Limited Q2FY27

05 Oct 2026

• Phase 1 capex of 250-300cr for capacity debottlenecking and expansions; Phase 2 targets new R&D products
• Q1 FY27 revenue 433.6cr +35.7% y-y; EBITDA 90.3cr +122.4% y-y; PAT 61cr +151% y-y
• FY27 revenue guidance 1550-1650cr; EBITDA guidance 240-250cr excluding 25cr inventory gain

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ESDS Software Solution Limited Q1FY27

29 Sep 2026

• Own GPU capacity target: 1,500 GPUs by Q4 FY27; domestic demand growing at 30-40% CAGR
• Employee strength ~993; expected to remain near 1,000 despite capacity expansion
• Capex planned INR 1,500 Cr in FY27 funded by customer advances, IPO proceeds, and debt

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PB Fintech Limited Q1FY27

25 Sep 2026

• Combined operating ratio model may enable volume growth via consumer pricing adjustments
• Cost rationalization planned in digital marketing, sales, and customer support amid revenue pressure
• Regulatory consultation ongoing; implementation expected April 1, 2027, with FY27 unaffected

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SKYWAYS AIR SERVICES LIMITED Q1FY27

23 Sep 2026

• Management confident of sustaining volume growth around 23-25% going forward
• Net debt reduced by ~140 Cr post-IPO; finance cost expected to ease in H2FY27
• Q1 FY27 operating revenue 1,216.53 Cr, +90.4% y-y; EBITDA 50.12 Cr, +83.5% y-y; PAT 26.79 Cr, +143.3% y-y

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Cochin Shipyard Limited Q1FY27

18 Sep 2026

• Capex of INR ~6,000 Cr planned over 5 years across ISRF, Vadinar, Tuticorin, and block fabrication; expected revenue scaling to INR 1,000-2,000 Cr per facility over 3-8 years
• Q1 FY27 turnover INR 1,094.21 Cr (+2.4% y-y); PAT INR 151.45 Cr (-19.4% y-y); EBITDA margin ~24%, PAT margin ~14%
• FY27 revenue growth guidance ~12-15% y-y; blended EBITDA margin ~14%; shipbuilding margin 10-12%, ship repair 20-24%

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IOL Chemicals and Pharmaceuticals Limited Q1FY27

17 Sep 2026

• New CDMO facility with 1,500 mn tablets capacity, EU GMP certified, commercializing Q3 FY27
• Initiatives expected to add 25-30% incremental top line by FY29
• Ibuprofen asset turns ~1.75x; optimal utilization >80% by FY29

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Gaja Alternative Asset Management Limited Q1FY27

17 Sep 2026

• Q1 FY27 total income grew 26% y-y to INR51.8 Cr; LTM income up 39% to INR168.4 Cr
• Q1 FY27 PAT rose 35% y-y to INR27.2 Cr; LTM PAT increased 38% to INR89.1 Cr
• Management fee income grew 7%, performance income up 17% y-y in Q1 FY27

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Horizon Industrial Parks Limited Q1FY27

13 Sep 2026

• Q1 FY27 revenue INR200 Cr +23% y-y; EBITDA INR161 Cr +36% y-y; EBITDA margin 80%
• FY27 development target 6.5 mn sq ft; in-city Pune asset delivery by Q4 FY27
• In-city assets 7 mn sq ft (~10% area) expected to contribute 25% revenue at maturity

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Shiprocket Limited Q1FY27

11 Sep 2026

• Q1 FY27 revenue grew 34% y-y to INR592 Cr; core revenue up 22%, emerging up 70%
• Core EBITDA margin improved to 12.8%, emerging EBITDA loss narrowed from -38% to -24%
• Adjusted EBITDA per transaction rose from INR0.22 to INR1.45, reflecting strong unit economics

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Shiprocket Limited Q1FY27

11 Sep 2026

• Q1 FY27 revenue grew 34% y-y to INR592 Cr; core revenue up 22%, emerging up 70%
• Customer acquisition cost fluctuates but breaks even quickly; focus on profitable growth
• Core EBITDA margin improved to 12.8%, emerging EBITDA loss narrowed from -38% to -24%

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Behari Lal Engineering Limited Q1FY27

11 Sep 2026

• Capacity utilization 90.5%; Unit 3 under construction, expected commissioning Q1 FY28
• FY27 capex targeted at 80cr including IPO-funded upgrades and Unit 3
• Q1 FY27 revenue 151.7cr +18% y-y; EBITDA 29.7cr +23%, margin 19.6% +85bps; PAT 19.2cr +24.5%

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Dhoot Transmission Limited Q1FY27

10 Sep 2026

• Capex underway to add 15-20% capacity at Jhajjar and Hosur plants in FY27
• EBITDA margin improved 110 bps to 15% vs Q4 FY26; copper prices impact ongoing
• Multilink acquisition integration progressing; expected 25-30% growth with margin in line with Dhoot

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Dhoot Transmission Limited Q1FY27

10 Sep 2026

• EBITDA margin improved 110 bps QoQ to 15%; margin guidance 15%-16% for FY27
• Q1 FY27 revenue grew nearly 50% YoY; wiring harness up 44.6%, non-wiring harness 67.7%
• Multilink acquisition integration ongoing; expected 25%-30% growth with margins in line

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Milky Mist Dairy Food Limited Q1FY27

07 Sep 2026

• Capacity utilization ~50%, with potential to triple FY26 revenue from current plant
• Strong growth outlook driven by organized paneer market expansion, analogue paneer ban, and protein-rich product demand
• EBITDA margin improved to 14.9% from 12.24% in Q1 FY26; PAT margin at 6.6%

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Sterlite Technologies Limited Q1FY27

07 Sep 2026

• India data center capacity expected to grow at 46% CAGR to 10 GW by 2030
• EBITDA margin target 27%+ by FY29, up 1380 bps from 13.2% in FY26
• Q1 FY27 marked highest quarterly revenue and EBITDA impact

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Indigo Paints Limited Q1FY27

03 Sep 2026

• New wood coatings products to launch Sep-Oct; water-based Jodhpur plant commissioning in Aug, no major capex expected next 3 years
• Q2 margins uncertain due to monsoon mix effects and raw material price volatility; no concrete margin guidance
• Management to pursue aggressive top-line growth in FY27, willing to trade some margin for volume gains

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Triton Valves Ltd Q1FY27

28 Aug 2026

• Margin pressure from commodity price inflation; absolute EBITDA growing, double-digit margin expected post stabilization
• Capex of 15 Cr planned for FY27: 10 Cr automotive (EV, TPMS, tubeless valves), 5 Cr metals (special alloys)
• Automotive capacity utilization >85-90% in tubeless, TPMS, EV; growth driven 80% by volume, 20% by pricing

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Rane (Madras) Limited Q1FY27

27 Aug 2026

• Industry outlook positive for FY27 festive season; cost pressures from commodity prices and West Asia tensions
• Aspiration for double-digit margins in FY27 full year; price hikes and cost initiatives underway
• Capex: RML 270-300 Cr, RSSL 70 Cr, ZF Rane 250-280 Cr; Hindustan Composites capacity utilization not disclosed

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Lohia Corp Limited Q1FY27

27 Aug 2026

• 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

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Borosil Limited Q1FY27

26 Aug 2026

• Capex guidance FY27: 125-150 Cr for glassware expansion and solar projects
• Margin pressure due to input cost inflation from West Asia conflict; impact ~10 Cr partially offset by price hikes of 5-7%
• Q1 FY27 consolidated revenue 253.6 Cr, +9% y-y; EBITDA 35.9 Cr, margin 14.6% vs 17.8% Q1 FY26

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Borosil Limited Q1FY27

25 Aug 2026

• Glassware and Opalware segments at ~90% utilization; volume-led growth expected to continue
• Capex guidance INR125-150 Cr for FY27 including glassware furnace expansion and Bharuch facility
• Margin pressure due to input cost inflation from West Asia conflict; INR10 Cr impact partially offset by price hikes of 5-7%

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Tembo Global Industries Limited Q1FY27

25 Aug 2026

• Defense FY28 revenue target INR 300-350 Cr with 30-35% PAT margin; aerospace revenue INR 100 Cr with 45-50% EBITDA margin
• Q1 FY27 revenue grew 21.9% y-y to INR 302 Cr; PAT rose 55.3% y-y to INR 31.2 Cr
• Solar projects commissioning on track; revenue expected INR 50-60 Cr in FY27, INR 80-90 Cr peak

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Orchid Pharma Limited Q1FY27

24 Aug 2026

• Industry pricing pressure persists; better demand expected in H2 FY27, especially in regulated markets
• Capex for FY27 mainly INR750 Cr for 7-ACA and USD20-25 million for cefiderocol project
• Q1 FY27 revenue grew 15% y-y to INR304 Cr; EBITDA improved to INR25 Cr from INR10 Cr in Q1 FY26

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Simplex Castings Ltd Q1FY27

24 Aug 2026

• Capacity utilization currently 50-60%, targeting 80% by FY27 end
• Q1 FY27 revenue 60.95 Cr +35% y-y; EBITDA 11.52 Cr +25% y-y; PAT 6.86 Cr +45% y-y
• Working capital cycle targeted to improve to 60-70 days by FY28 via product mix shift

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Patanjali Foods Limited Q1FY27

24 Aug 2026

• Volume growth ~5-8% and pricing inflation ~12% in foods segment in Q1 FY27
• Staples revenue >INR1,000 Cr; cautious outlook due to weather and rural demand risks; FY27 staples growth guided 8-10%
• Full-year guidance: edible oil volume growth 3-5%, FMCG growth 8-10%, beauty & personal care ~15%, overall EBITDA margin growth 10-12%

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Susan Electricals India Ltd Q1FY27

22 Aug 2026

• FY27 capex planned at INR 15-20 Cr mainly for machinery and factory expansion
• EBITDA margin improved to ~11.9% in Q1; expected to maintain/improve with product mix shift
• HT & MVCC cables contribution targeted to rise from ~5-10% to ~50% by FY27 year-end

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Mishra Dhatu Nigam Limited Q1FY27

22 Aug 2026

• Margin compression in Q1 due to LPG price surge and raw material cost inflation; normalization expected by Q3 FY27
• Metal bank implementation expected by Q2 FY27 to mitigate raw material supply and cost volatility
• Capex of ~Rs. 1,000 Cr planned over 2-3 years; benefits expected after 3-4 years stabilization

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Olectra Greentech Limited Q1FY27

21 Aug 2026

• Truck segment nascent; pilot deployments ongoing; targeting 20-25% market share in FY28
• New generation bus and truck platforms launching Q4 FY27 with INR450 Cr capex over 18 months
• Raw material cost pressures in Q1 easing; margins expected to stabilize around 12-15% band

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