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Investor Presentation

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.

Highlights
Revenue growth13% YoY growth in Q1FY27.
MarginsMargins under pressure across major segments due to cost escalation.
Order bookStrong order bookings driven by data centers.
Demand visibilityStrong 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)
Source

Investor Presentation filed with BSE, NSE: BLUESTARCO. Summary written with AI assistance from the document.

Read 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.

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