ALFA Finder| Margins | EBITDA margin at 24% for Q1FY26, down from 31% in FY24. |
|---|---|
| Order book | ₹21,900 Cr total; 54% Defence, 33% Commercial Export. |
| Demand visibility | Strong; order book at ₹21,900 Cr plus L1 status for ₹5,000 Cr. |
| Management confidence | High regarding JV with DP World and expansion. |
Growth
FY24-FY26 revenue grew from ₹3,830 Cr to ₹5,021 Cr; Q1FY26 revenue stands at ₹1,094 Cr.
Outlook
Planned ₹4,100 Cr shipbuilding and ₹2,420 Cr ship repair capex by 2030. JV with DP World expected by FY26 year-end.
Risks
Substantial reliance on government/defence contracts; environment clearance pending for the Gujarat cluster expansion.
Last quarter's promises, checked
Delivered
- Guided 14%-15% PAT margin → delivered 14% (= BEAT)
- Guided ~Rs.1,500 Cr ship repair revenue → delivered Rs.1,500 Cr (= BEAT)
Partly delivered
- Guided Rs.21,100 Cr order book → delivered Rs.21,900 Cr (= BEAT)
Missed
- Guided 28% Q1 EBITDA margin → delivered 24% (= MISS)
Investor Presentation filed with NSE, NSE: COCHINSHIP. Summary written with AI assistance from the document.
Cochin Shipyard Ltd: key numbers
- Share price
- ₹1,196.00
- Market cap
- ₹31,464 Cr
- Revenue (annual)
- ₹5,022 Cr
- Net profit (annual)
- ₹716.7 Cr
- P/E (TTM)
- 50.2×Sector 32.8×
- Promoter holding
- 63.33%-4.58% QoQ
- FII holding
- 3.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Cochin Shipyard Ltd
All →Cochin Shipyard Bags ₹500 Cr Order from Ministry of Defence, Government of India
Cochin Shipyard signed a ~Rs. 500 crore contract with the Ministry of Defence for refit cum re-powering of a naval vessel. Execution is expected over about two years.
- Value
- ₹500.0 Cr
- From
- Ministry of Defence (MoD), Government of India
- Execution
- Approximately 2 years
Cochin Shipyard Dividend
Cochin Shipyard's board approved an interim dividend of Rs 0.60 per equity share on 10 November 2026. The record date is 16 November 2026, with payment proposed by 9 December 2026.
Cochin Shipyard Q2 FY27 Results: Net Profit ₹53.8 Cr, Down 50.0% YoY
Cochin Shipyard Ltd reported revenue from operations of ₹1,249 Cr (+11.7% YoY) and net profit of ₹53.8 Cr (-50.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹53.8 Cr · -50.0% YoY
Cochin Shipyard Annual General Meeting
Cochin Shipyard announced passing of two postal ballot resolutions, including the transfer of its ISRF undertaking, with the scrutiniser's report attached. Resolution 1 was approved with 99.996% of votes polled in favour.
Cochin Shipyard Board Meeting Date
Cochin Shipyard has scheduled its Board meeting for 10 Nov 2026 to consider Q1/H1 FY27 results and an interim dividend. No financial figures or dividend amount are disclosed in this advance intimation.
Cochin Shipyard Acquisition
Cochin Shipyard has signed the share transfer deed to acquire a 23% equity stake in Conoship International Holding B.V., completing the acquisition formalities. The letter gives no consideration amount.