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Investor Presentation

Azad Engineering Investor Presentation: Key Takeaways

Azad Engineering delivered strong Q1FY27 results with consolidated revenue growing 25.9% YoY. The company achieved a historical milestone by delivering its first indigenous turbojet engine to DRDO/Ministry of Defence.

Guidance and delivery
Management target Revenue 25.0%
Highlights
Revenue growth26.8% YoY (Standalone)
MarginsEBITDA margin improved to 37.6% (Standalone)
Order bookIncludes major contracts from Mitsubishi, GE, Siemens
Demand visibilityStrong order book supports sustained growth
Management confidenceHigh; reiterating >25% growth guidance

Growth

Standalone Q1FY27 Revenue grew 26.8% YoY to Rs. 1,705.2 Mn; PAT rose 21.2% YoY to Rs. 363.5 Mn.

Outlook

Management reiterated long-term revenue growth guidance of over 25%. Four new dedicated manufacturing facilities are now operational.

Risks

Other income declined significantly to Rs. 5.06 Mn from Rs. 119.13 Mn due to foreign currency volatility.

Last quarter's promises, checked

Delivered

  • Guided 25%+ top line growth → delivered 26.8% YoY (= BEAT)
  • Commitment to commission 4 dedicated facilities → 4 facilities now operational (= BEAT)
  • Targeting EBITDA margin 33-35%+ → delivered 37.6% (= BEAT)

Partly delivered

  • Guided inventory reduction to ~200 days by H1 → inventory remains elevated due to ramp-up (= PARTIAL)
Source

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

Read the document ↗

Azad Engineering Ltd: key numbers

Share price
₹2,728.00
Market cap
₹17,618 Cr
Revenue (annual)
₹603.0 Cr
Net profit (annual)
₹132.9 Cr
P/E (TTM)
126.8×Sector 53.6×
Promoter holding
55.84%+0.00% QoQ
FII holding
13.30%Current quarter

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

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