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Investor Presentation

Azad Engineering Investor Presentation: Key Takeaways

Azad Engineering delivered robust Q1 FY27 results with 26.8% revenue growth. Strategy focuses on high-precision energy and aerospace propulsion systems, highlighted by the delivery of India's first indigenous turbojet engine.

Guidance and delivery
Management target Revenue 25.0% FY27
Highlights
Revenue growth26.8% YoY standalone; 25.9% YoY consolidated.
MarginsEBITDA margins expanded to 37.6% due to operating leverage and indigenization.
Order bookFirm long-cycle contracts; expansion expected from turbojet engine production scale-up.
Demand visibilityStrong; backed by long-cycle contracts and multi-year order book visibility.
Management confidenceHigh; citing structural multi-decade growth shifts and successful OEM qualifications.

Growth

Standalone revenue grew 26.8% YoY to INR 170.5 Cr; EBITDA increased 32.1% YoY with margins expanding to 37.6%.

Outlook

Management reiterated long-term annual revenue growth guidance of over 25%. Capex focusing on completing the Tuniki Bollaram facility.

Risks

Foreign currency volatility impacting other income; working capital cycle normalization in second half of year.

Last quarter's promises, checked

Delivered

  • Guided 25%+ revenue growth → delivered 26.8% (= BEAT)
  • Guided 4 dedicated facilities by early FY27 → delivered 4 facilities (= BEAT)
  • Guided 33-35%+ EBITDA margins → delivered 37.6% (= BEAT)

Partly delivered

  • Guided 160-170 inventory days by H2 → current status in progress (= PARTIAL)
Source

Investor Presentation filed with BSE, 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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