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Earnings Call Transcript

Caliber Mining and Logistics Earnings Call Transcript: Key Takeaways

Caliber Mining reported robust 67% YoY revenue growth driven by mining volume, but margins were squeezed by a sharp spike in diesel costs.

Guidance and delivery
Management target Revenue 45.0% FY27
Highlights
Revenue growth67% YoY growth driven by record coal extraction and OB removal.
MarginsEBITDA margin dipped to 16.8% due to diesel; adjusted is 20.02%.
Order book9,124 Cr order book providing 3-4 years of revenue visibility.
Demand visibilityStrong demand from power sector; no slowdown in coal mining expected.
Management confidenceHigh; emphasizing operational efficiency and robust order book visibility.

Growth

Revenue surged to 657 Cr from 393 Cr, primarily led by a 27% increase in coal extraction volumes.

Outlook

Management guides for 45-50% revenue growth and 35%+ EBITDA/PAT growth for FY27.

Risks

Diesel price volatility remains a significant margin risk despite passthrough clauses, caused by timing mismatches.

Source

Earnings Call Transcript filed with BSE, NSE: CMLL. Summary written with AI assistance from the document.

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Caliber Mining and Logistics Ltd: key numbers

Share price
₹516.85
Market cap
₹3,379 Cr
Revenue (annual)
₹1,678 Cr
Net profit (annual)
₹157.9 Cr
Promoter holding
74.18%
FII holding
1.70%Current quarter

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

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