ALFA Finder| Revenue growth | 13% YoY growth in Q1FY27. |
|---|---|
| Margins | Margins under pressure across major segments due to cost escalation. |
| Order book | Strong order bookings driven by data centers. |
| Demand visibility | Strong momentum in industrial, retail, health care, and data centers. |
Growth
Revenue up 13% to ₹3378 cr; EBITDA down 13% to ₹175 cr; PBT (bei) down 24% to ₹126 cr.
Outlook
Expanding presence in US and Europe; focus on data centers and industrial segments for growth.
Risks
Rising input costs, INR depreciation, muted deep freezer demand, and regulatory uncertainty in Med-Tech business.
Last quarter's promises, checked
Delivered
- Guided 15% real volume growth + 10% price hikes → delivered 13% Q1 revenue (= PARTIAL)
- Guided Segment 1 margin 7%-7.5% → delivered 6.5% (= MISS)
- Guided Segment 2 margin 8%-8.5% → delivered 10.4% (= BEAT)
Partly delivered
- Guided Sri City 100% capacity utilization → delivered growth but margins hit (= PARTIAL)
Missed
- Guided 13% price hike to cover costs → delivered margin decline (= MISS)
- Guided PBT growth → delivered PBT (bei) down 24% (= MISS)
Investor Presentation filed with BSE, 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.