The call ran from 2:58 PM to 3:59 PM IST (1 h 1 min).

Key takeaways

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.

Guidance and delivery
Management target	Revenue 20.0% CY26

Highlights
Revenue growth	Q3 revenue ₹660 Cr, +30.2% YoY; exports +46.2%, domestic +23.8%.
Margins	EBITDA 19.5% Q3; guides 18.5% for two years, implying contraction.
Demand visibility	Wind weak; top customer down ~30% in 9M; recovery promised, unconfirmed.
Management confidence	Confident but hedged; flags forex, export benefits as non-repeatable.

Growth

Revenue ₹660 Cr (+30.2%), exports +46.2%, domestic +23.8%. Mobility +54.9% from program wins; 9M revenue +22.8%.

Outlook

CY26 revenue growth ~20% guided (9M 22.8% implies ~12-13% Q4); 18.5% EBITDA margin goal; 15% CAGR CY26-28.

Risks

Wind's top customer down about 30% for 9M. 19.7% 9M margin includes forex and price benefits management expects to fade.

Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published 13 Nov 2026, 5:54 PM IST. Open it on ALFA Filings ›

The results behind this call

12 Nov 2026 16:57 IST BSE

Financial ResultsAlfa Alert

Bonfiglioli Transmissions Q2 FY27 Results: Net Profit ₹87.1 Cr, Up 38.3% YoY

Bonfiglioli Transmissions reported unaudited results for the quarter ended September 30, 2026. Quarterly profit after tax rose to Rs 871.03 million from Rs 630.38 million.

Key figure: Net profit ₹87.1 Cr · +38.3% YoY

Open full results → Read the filing ↗

Call details

Company	Bonfiglioli Transmissions Ltd
NSE symbol	BONFIG
ISIN	INE28SO01013
Call	Q2 FY27 earnings call
Date	Friday, 13 November 2026
Time	3:00 PM IST
Length	1 h 1 min