ALFA Finder| Management target | Revenue 25.0% Long-term |
|---|
| Revenue growth | 26.8% YoY growth driven by energy and aerospace segments. |
|---|---|
| Margins | Structurally expanding; standalone EBITDA margin reached 37.6%. |
| Demand visibility | Strong multi-year visibility through long-cycle OEM contracts. |
| Management confidence | Extremely high following the successful DRDO turbojet engine delivery. |
Growth
Revenue grew 26.8% YoY; EBITDA expanded 32.1% with margins rising to 37.6% due to cost indigenization.
Outlook
Management reiterated long-term annual revenue growth guidance of over 25% with sustained profitability.
Risks
Near-term risks include high working capital (200 days) and significant debt-funded capex for facility expansions.
Last quarter's promises, checked
Delivered
- Guided 25%+ revenue growth → delivered 26.8% (= BEAT)
- Guided 33-35% EBITDA margin → delivered 37.6% (= BEAT)
- Inaugurate Baker Hughes facility by April 2026 → delivered April 2026 (= BEAT)
Partly delivered
- Reduce inventory to 200 days in H1 → delivered 200 days (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: AZAD. Summary written with AI assistance from the document.
Azad Engineering Ltd: key numbers
- Share price
- ₹2,473.40
- Market cap
- ₹15,974 Cr
- Revenue (annual)
- ₹603.0 Cr
- Net profit (annual)
- ₹132.9 Cr
- P/E (TTM)
- 116.5×Sector 51.9×
- Promoter holding
- 55.84%+0.00% QoQ
- FII holding
- 12.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Azad Engineering Ltd
All →Azad Engineering Earnings Call Transcript: Key Takeaways
Record Q2 revenue ₹187.8 Cr (+31.6%), but H1 PAT up only 6.6% as depreciation, finance cost and lost treasury income absorbed margin gains. Operating cash flow negative ₹45.8 Cr; cash inflow promised from Q4 without firm numbers.
- Call
- Guides 25% growth
Azad Engineering Investor Presentation: Key Takeaways
H1FY27 consolidated revenue ₹3,635.3 Mn (+28.6%), EBITDA 37.6% margin, PAT ₹660.9 Mn (+6.5%). Q2 PAT fell 5.2% despite 31.1% revenue growth. Capacity ramp is the thesis.
- Call
- Guides 25% growth
Azad Engineering Q2 FY27 Results: Net Profit ₹30.9 Cr, Down 5.2% YoY
Azad Engineering Ltd reported revenue from operations of ₹190.9 Cr (+31.1% YoY) and net profit of ₹30.9 Cr (-5.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹30.9 Cr · -5.2% YoY
Azad Engineering Other Announcement
Azad Engineering's QIP monitoring agency reports no deviation from objects this quarter. Rs 75.54 crore of proceeds remains unutilised, with timeline extended to March 2027.
Azad Engineering Board Meeting Date
Azad Engineering intimated that its board will meet on 6 Nov 2026 to consider unaudited Q2 FY27 results. No financial figures or decisions are reported in this advance notice.
Azad Engineering Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as per standard SEBI disclosure requirements.