ALFA Finder
The call ran from 1:29 PM to 2:18 PM IST (49 min).
Key takeaways
Q2 revenue ₹29.2 Cr, EBITDA ₹8.5 Cr (~29%) and PAT ₹3.8 Cr. H1 growth is lumpy and charter-driven, and margins fell from ~36% as fuel moved into charter rates.
| Revenue growth | Q2 ₹29.2 Cr; H1 +73% YoY; lumpy charter-driven, not structural. |
|---|---|
| Margins | ~26% now vs ~36% last year; fuel-inclusive charters compress. |
| Order book | ~₹350 Cr order book; no execution ratio or peer comparison given. |
| Demand visibility | Order book ~₹350 Cr; shift to multi-year contracts; Q2 monsoon slump. |
| Management confidence | Balanced-to-defensive: reiterates ₹120 Cr guidance without H2 figures. |
Growth
H1 revenue ₹60.4 Cr (+~73%), EBITDA +31%, PAT +73%; growth lumpy, offshore ~82% of Q2 revenue.
Outlook
Reiterated ₹120 Cr revenue guidance; H2 'stronger' but no figure; sustainable EBITDA margin 30-35%.
Risks
Margin compression (36%→26%) from fuel-inclusive charters; ~90% government-dependent; crew cost gap ~30% vs foreign flags.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Sadhav Shipping H1 FY27 Results: Net Profit ₹7.2 Cr, Up 71.4% YoY
Sadhav Shipping Ltd reported revenue from operations of ₹60.4 Cr (+72.6% YoY) and net profit of ₹7.2 Cr (+71.4% YoY) for H1 FY27.
- Key figure
- Net profit ₹7.2 Cr · +71.4% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management maintains FY27 guidance of over 20% revenue growth and faster profit growth.
Growth they described
Revenue grew significantly YoY vs H1 FY26 baseline; offshore logistics contributed 81% of Q1 revenue.
Call details
| Company | Sadhav Shipping Limited |
|---|---|
| NSE symbol | SADHAV |
| ISIN | INE0K5H01010 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 1:30 PM IST |
| Length | 49 min |
Sadhav Shipping Limited: key numbers
- Share price
- ₹115.50
- Market cap
- ₹186.3 Cr
- Revenue (annual)
- ₹97.55 Cr
- Net profit (annual)
- ₹14.72 Cr
- P/E (TTM)
- 12.7×Sector 29.0×
- Promoter holding
- 61.78%+0.00% QoQ
- FII holding
- 8.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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