ALFA Finder| Revenue growth | FY26 +4% YoY; Q4FY26 +1% YoY. |
|---|---|
| Margins | Q4 EBITDA margin improved to 8.0% from 7.0%. |
| Order book | Electro-Mechanical order bookings grew by 35%. |
| Demand visibility | Strong inquiry momentum; primary AC demand picked up in March. |
| Management confidence | Confident in Data Centers and Factory growth prospects. |
Growth
Q4FY26 Revenue ₹4072cr (+1%), EBITDA ₹326cr (+17%), EPS ₹11.05. FY26 Revenue ₹12402cr (+4%), EBITDA ₹930cr (+6%).
Outlook
Strong inquiry momentum in Data Centers/Factories (35% booking growth); US expansion progressing; supplies to Europe commenced.
Risks
Med-Tech slowdown due to unclear regulations; tariff uncertainties in US expansion; stagnant deep freezer/cold room markets.
Earnings Call filed with NSE, NSE: BLUESTARCO. Summary written with AI assistance from the document.
Blue Star Ltd: key numbers
- Share price
- ₹1,563.80
- Market cap
- ₹32,154 Cr
- Revenue (annual)
- ₹12,402 Cr
- Net profit (annual)
- ₹527.7 Cr
- P/E (TTM)
- 60.2×Sector 44.3×
- Promoter holding
- 36.50%+0.00% QoQ
- FII holding
- 12.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Blue Star Ltd
All →Blue Star Employee Stock Options
Blue Star granted 6,520 stock options to an employee under its ESOP 2024 scheme. Options vest over four years at ₹2 per option.
- Execution
- Vesting in four 25% instalments at 12, 24, 36 and 48 months; exercisable within 7 years of grant
Blue Star Debt & Borrowing: ₹200 Cr
Blue Star Limited announced record dates for the maturity of listed Commercial Papers totaling Rs. 200 Crore. Redemption is scheduled across three tranches in November 2026.
- Value
- ₹200.0 Cr
Blue Star Legal & Regulatory
Blue Star's Dubai Court of Appeal dismissed WJT's application to annul the arbitration award in the company's favour. WJT may still appeal the award.
- Value
- ₹461.7 Cr
Blue Star Earnings Call Transcript: Key Takeaways
Management is prioritizing margin recovery over market share following a disappointing Q1. While RAC volumes surged, inability to fully pass on 18% raw material inflation continues to depress segment margins.
- Call
- Guides 25% growth
Blue Star Investor Presentation: Key Takeaways
Q2FY27 revenue ₹2,931 cr (+21%), PAT ₹124 cr (+25%, incl. ₹23 cr MedTech exit gain); EBITDA +10.5%, margins squeezed in Unitary and projects.
Blue Star Management Change
Blue Star Ltd appointed Mr Nithianand S and Mr Senthil Thangam as Senior Management Personnel effective November 1, 2026. This is a leadership change disclosed under Regulation 30.