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Earnings Call Transcript

Astra Microwave Products Earnings Call Transcript: Key Takeaways

Astra Microwave secured its largest-ever order (Uttam Radar), doubling its order book. However, execution hurdles and customer approval delays led to a modest quarter, shifting the focus to a steep back-ended execution ramp-up.

Guidance and delivery
Revenue guidance 10.0% → 15.0% Raised by 5.0 percentage points
Management target Revenue 18.5% FY28
Highlights
Revenue growth15-20% projected growth, currently moderate due to temporary customer approval delays.
MarginsExpected to improve with positive operating leverage and service order mix.
Order bookRecord high at 4,300 Cr, effectively doubling recently due to Uttam.
Demand visibilityStrong multi-year visibility driven by indigenous defense platforms like Tejas/AMCA.
Management confidenceBalanced; highly confident in order book but wary of supply chains.

Growth

Top-line target of 15%+ growth for FY27; high-technology subsystems like AESA radars drive structural volume growth.

Outlook

Targeting 1,350 Cr revenue in FY27 and 1,600 Cr in FY28 with long-term visibility of 10,000 Cr.

Risks

Global supply chain constraints and stretched lead times for critical components remain significant execution bottlenecks.

Last quarter's promises, checked

Delivered

  • FY26 Revenue Guidance: INR 1,157 Cr → delivered INR 1,157 Cr (= BEAT)
  • Q4 Billing Growth: 15% YoY → delivered 16% YoY (= BEAT)
  • Operating Cash Flow: -99 Cr (FY25) → delivered 370 Cr (FY26) (= BEAT)

Partly delivered

  • ARC JV Order Book: Guided 625 Cr → delivered 546 Cr (= MISS)
  • ARC JV Profitability: Impacted by forex provisions → delivered 8 Cr PAT (= PARTIAL)
Source

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

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Astra Microwave Products Ltd: key numbers

Share price
₹1,622.40
Market cap
₹15,404 Cr
Revenue (annual)
₹1,163 Cr
Net profit (annual)
₹193.0 Cr
P/E (TTM)
81.5×Sector 53.6×
Promoter holding
6.54%+0.00% QoQ
FII holding
10.74%Current quarter

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

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