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Investor Presentation

Ador Welding Investor Presentation: Key Takeaways

Ador Welding reported strong Q1 FY27 results with 23% YoY revenue growth, driven by healthy order inflows across domestic and export markets.

Highlights
Revenue growth23% YoY in Q1 FY27.
MarginsEBITDA margin improved to 11.6% from 9.4% in Q1 FY26.
Order bookHealthy order inflow from FY26 continuing into Q1 FY27.
Demand visibilityStrong demand across consumables, equipment, and automation solutions.
Management confidenceHigh, citing strong momentum and healthy order inflows.

Growth

Q1 FY27 revenue grew 23% to ₹309 Cr; EBITDA rose 51.8% to ₹36 Cr; PAT reached ₹28 Cr.

Outlook

Ongoing ₹80 crore modernization and expansion capex; focus on high-margin segments and automation as strategic priorities.

Risks

Rising labor costs and global geopolitical tensions impacting supply chains are noted headwinds.

Last quarter's promises, checked

Delivered

  • Guided 100-200 bps margin improvement → delivered 220 bps (= BEAT)
  • Guided ₹30-35 Cr annual capex → delivered ₹80 Cr modernization plan (= BEAT)
  • Guided closure of Uran project losses → delivered no further negative left (= BEAT)

Partly delivered

  • Guided volume growth in line with revenue → delivered 23% revenue growth (volume mix not specified) (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ADOR. Summary written with AI assistance from the document.

Read the document ↗

Ador Welding Ltd: key numbers

Share price
₹1,638.90
Market cap
₹2,852 Cr
Revenue (annual)
₹1,140 Cr
Net profit (annual)
₹81.98 Cr
P/E (TTM)
25.1×Sector 53.6×
Promoter holding
53.76%+0.00% QoQ
FII holding
1.05%Current quarter

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

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Ador Welding approved vesting of 6,625 ESOPs under its 2025 plan, effective 22 September 2026. Exercise window opens 26 October 2026 at Rs. 10 per share.

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Ador Welding Promoter Selling: ₹1.72 Cr

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Value
₹1.72 Cr