Goodluck India Limited — Q2FY27 earnings call summary

Filed 04 November 2026 · Official transcript

EBITDA margin impacted by ~150 bps due to fuel and freight costs in Q2 FY27
Defence business: INR350 Cr order book; revenue expected in later FY27; 4 lakh shell capacity expansion on track
Non-defence capacity utilization ~99%; volume growth guidance 15-20% y-y
Q2 FY27 consolidated total income grew ~38% y-y; EBITDA +31%; PAT +19%
H1 FY27 total income +34%, EBITDA +38%, PAT +42% y-y; export revenue +38%
Defence EBITDA margin guidance 30-35%; peak revenue potential INR1,000 Cr+ by FY29
Proposed amalgamation of Goodluck Defence and Green Energy with Goodluck India underway; completion expected in 12-16 months
Aerospace business investment INR80 Cr; target INR180 Cr revenue in 4-5 years