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Earnings Call Transcript

Aaron Industries Earnings Call Transcript: Key Takeaways

Aaron Industries delivered a strong Q1 FY27 with 141.9% PAT growth. Management is aggressively pushing the new 'Evoq' home lift segment to drive premiumization despite steel price volatility concerns.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth27.01% YoY growth to 24.44 Crore; organic scaling.
MarginsEBITDA margin expanded to 20.19%; trending toward 18-20% sustainable range.
Demand visibilityStrong demand in Tier 2/3 cities for premium home lifts.
Management confidenceOptimistic on Evoq lifts; defensive on steel price pass-through lags.

Growth

Revenue grew 27.01% YoY to 24.44 Cr. EBITDA margins expanded to 20.19% from 18.99% YoY due to better efficiency.

Outlook

Targeting 25-30% revenue growth for FY27. Home lift production aim is 150 units by year-end.

Risks

Steel price volatility and high working capital requirements as revenue scales towards the 100 Cr milestone.

Source

Earnings Call Transcript filed with NSE, NSE: AARON. Summary written with AI assistance from the document.

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Aaron Industries Ltd: key numbers

Share price
₹124.11
Market cap
₹260.0 Cr
Revenue (annual)
₹92.00 Cr
Net profit (annual)
₹6.80 Cr
P/E (TTM)
31.3×Sector 53.6×
Promoter holding
73.07%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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12:44 IST NSE
Promoter Buying

Aaron Industries Promoter Buying

Amar Chinubhai Doshi HUF, part of the Promoter Group, acquired 4,075 equity shares of Aaron Industries Ltd via open market purchase.

Promoter stake change
+0.02%
11:18 IST NSE
Promoter Buying (Off-Market)

Aaron Industries Promoter Buying (Off-Market)

Aaron Industries promoters gift 30,00,000 shares (14.32%) to their respective HUFs in an inter-se transfer. No consideration is payable; aggregate promoter holding remains unchanged.

Promoter stake change
+14.32%