Goodluck India Limited — Q1FY27 earnings call summary

Filed 17 August 2026 · Official transcript

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