ALFA Finder India's fastest NSE & BSE filing alerts on Telegram, filtered to the stocks you hold Telegram alerts alfafinder.com →
Thursday, 12 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Black Box Earnings Call: Key Takeaways

Black Box has completed a multi-year restructuring, pivoting from legacy low-value accounts to high-margin hyperscale data center and AI infrastructure services for the Fortune 1000.

Why this was an Alfa AlertNot a filter event. Management met FY26 EBITDA targets but did not materially exceed primary guidance metrics by 10%.
Highlights
Revenue growthOrganic growth driven by $800M backlog; focus on $1.3B organic target.
MarginsEBITDA margin expanded 470bps since FY23 to 9%; targeting 10%+ FY27.
Order book$800M backlog with transition to larger, multi-year strategic engagements.
Demand visibilityStrong sectoral tailwinds from AI adoption and hyperscale data center build-outs.
Management confidenceBalanced and aggressive; clear shift from 'survival' to 'scale' mode.

Growth

EBITDA doubled to ₹570cr in FY26; order backlog surged 60% to $800M, providing high revenue visibility.

Outlook

Targeting $2B revenue by FY30 with 10%+ EBITDA margins through organic AI-led growth and strategic acquisitions.

Risks

Execution risk in scaling the specialized workforce; 62% of revenue skewed toward the final month of Q4.

Source

Earnings Call filed with NSE, NSE: BBOX. Summary written with AI assistance from the document.

Read the document ↗

Black Box Ltd: key numbers

Share price
₹887.20
Market cap
₹15,757 Cr
Revenue (annual)
₹6,322 Cr
Net profit (annual)
₹217.5 Cr
P/E (TTM)
69.7×Sector 23.6×
Promoter holding
69.95%+0.00% QoQ
FII holding
3.78%Current quarter

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

More from Black Box Ltd

All →