Lohia Corp Limited — Q1FY27 earnings call summary

Filed 27 August 2026 · Official transcript

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