Bonfiglioli Transmissions
Strong Q3 CY26 print: revenue +30.2%, EBITDA +38%, PAT +38.2%. Management says forex and export mix lifted margins and won't repeat. Wind's top customer is down about 30% for 9M, with recovery promised but unquantified.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Bonfiglioli Transmissions earnings call we streamed: the live audio and our summary of what management said.
Strong Q3 CY26 print: revenue +30.2%, EBITDA +38%, PAT +38.2%. Management says forex and export mix lifted margins and won't repeat. Wind's top customer is down about 30% for 9M, with recovery promised but unquantified.
Strong Q3 CY26 print: revenue +30.2%, EBITDA +38%, PAT +38.2%. Management says forex and export mix lifted margins and won't repeat. Wind's top customer is down about 30% for 9M, with recovery promised but unquantified.
CY26 revenue growth ~20% guided (9M 22.8% implies ~12-13% Q4); 18.5% EBITDA margin goal; 15% CAGR CY26-28.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.