Belrise Industries Limited (BELRISE)
The Belrise Industries Limited has submitted transcript of earnings call scheduled on August 17, 2026.
AI summary
- Q1 FY27 revenue 25,465 million INR +13% y-y; manufacturing revenue 21,979 million INR +20% y-y
- EBITDA 2,933 million INR +5% y-y; margin 11.5%; PAT 1,217 million INR +9% y-y
- Two/three-wheeler segment remains largest contributor; four-wheeler and commercial vehicle revenues grew 18% y-y
- Cost pressures from steel/polymer largely passed through; margins expected stable vs FY26
- Aerospace and defense segment targeted to reach 10% of manufacturing revenue medium term
- INR17,000 million QIP raised for inorganic growth, including aerospace and commercial vehicle acquisitions
- Acquired Hyva India tipper business to expand commercial vehicle systems capabilities; closing expected Q3 FY27
- Multiple new order wins across segments, including renewable energy and suspension systems
- Management confident in margin stability and growth from expanding customer base and product content
Source: Original filing PDF
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🚨 BELRISE — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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