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Earnings Call Transcript

Ardee Industries Earnings Call Transcript: Key Takeaways

Ardee Industries reported 35.2% YoY revenue growth in Q1 FY27, driven by strong customer offtake. Strategy focuses on circular economy and scaling secondary lead manufacturing following recent capacity expansion.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth35.2% YoY growth in Q1 FY27.
MarginsEBITDA margin at 10% in Q1; guided 10-13% for FY27.
Demand visibilityStrong offtake across automobile, backup power, and telecom sectors.
Management confidenceConservative for FY27 due to war-related supply chain disruptions.

Growth

Revenue grew 35.2% to ₹338.8 Cr; PAT rose 6% to ₹19.9 Cr. Sales volumes increased 13.6% YoY to 17,645 MT.

Outlook

Guided 10-20% revenue growth for FY27. Capacity expanded 50.9% to 156,950 MTPA via brownfield debottlenecking. Target ROCE of 20% plus.

Risks

Geopolitical disruptions impact raw material imports and freight costs. High customer concentration with top 5 clients remains inherent.

Source

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

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Ardee Industries Ltd: key numbers

Share price
₹51.66
Market cap
₹1,628 Cr
Revenue (annual)
₹1,168 Cr
Net profit (annual)
₹84.68 Cr
Promoter holding
67.62%
FII holding
1.85%Current quarter

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

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