| 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
- ₹1,565.00
- Market cap
- ₹32,179 Cr
- Revenue (annual)
- ₹12,402 Cr
- Net profit (annual)
- ₹527.7 Cr
- P/E (TTM)
- 63.2×Sector 45.9×
- Promoter holding
- 36.50%+0.01% QoQ
- FII holding
- 12.75%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 Annual General Meeting
Blue Star Limited has issued a Postal Ballot notice seeking shareholder approval for the appointment of Mr. Nikhilesh Panchal as an Independent Director.
Blue Star Legal & Regulatory
Blue Star Limited informed that W.J. Towell & Co LLC has filed an annulment petition in the Dubai Court of Appeal challenging a prior favourable arbitration award.
Blue Star Debt & Borrowing: ₹100 Cr
Blue Star Limited has fixed September 18, 2026, as the record date for its listed Commercial Paper. The maturity amount for this security is Rs. 100 Crores.
- Value
- ₹100.0 Cr
Blue Star Merger & Restructuring Worth ₹40 Cr
Blue Star Limited completed the slump sale of its MedTech division, housed under subsidiary Blue Star E&E, to Cyrix Healthcare for Rs 40 Crore.
- Value
- ₹40.00 Cr
Blue Star Earnings Call Transcript: Key Takeaways
Blue Star missed margin expectations significantly due to inability to pass on commodity costs and a delayed summer. While revenue grew 13%, operational performance was hit by high-cost inventory and aggressive discounting to maintain market share.
- Call
- Guides 18% growth
Blue Star Investor Presentation: Key Takeaways
Blue Star reported Q1FY27 revenue growth of 13% YoY to ₹3378 cr, but EBITDA and PBT declined significantly due to rising input costs and weak commercial refrigeration demand.