Aequs Limited — Q1FY27 earnings call summary

Filed 04 August 2026 · Official transcript

Consumer segment EBITDA loss narrowed by INR112 million sequentially; on track for Q4 FY27 breakeven
Consumer utilization at 22%, expected to reach 40-50% by Q4 FY27
ROCE target steady at 18-22% for both segments; PAT breakeven expected by H1 FY28 for consumer
Capex guidance: INR660 Cr in FY27; Hosur integrated facility INR1,900 Cr over 10 years
Aerospace segment EBITDA margin at 23% with 40% revenue growth in Q1 FY27
Management confident on execution and growth trajectory for FY27
Consolidated revenue grew 55% y-y to INR3,955 million; aerospace up 40%, consumer up 190%
Order book crossed USD1 billion; signed 15-year contract for Airbus A320 wheels with Safran