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Investor Presentation

Elgi Equipments Investor Presentation: Key Takeaways

Elgi Equipments reported strong Q1 FY27 results with 23% revenue growth and 28% EBITDA growth. Performance was driven by robust volume impact and international sales despite rising costs.

Highlights
Revenue growth23% YoY growth
MarginsEBITDA margin at 14.6%; PAT excluding exceptional at 10.4%.
Demand visibilityStrong sales across India, North America, and Europe.

Growth

Revenue rose 23% to INR 10,622 Mn; PAT stood at INR 1,033 Mn (9.7% margin).

Outlook

Ongoing organizational realignment incurring INR 73 Mn restructuring costs. Net cash position improved to INR 6,800 Mn.

Risks

Margins impacted by cost increases, tariffs, and higher employee/other expenses (up 5% and 12% respectively).

Last quarter's promises, checked

Delivered

  • Guided strong Q1 top line → delivered 23% revenue growth (= BEAT)
  • Guided Europe breakeven/marginal profit → delivered breakeven (= BEAT)
  • Guided 100% EBITDA to cash conversion → delivered INR 6,800 Mn net cash (= BEAT)

Partly delivered

  • Guided INR 200 Cr annual Capex → delivered INR 34.8 Cr in Q1 (= PARTIAL)

Missed

  • Guided bottom line % to be same as last year → delivered margins impacted by costs (= MISS)
Source

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

Read the document ↗

Elgi Equipments Ltd: key numbers

Share price
₹603.00
Market cap
₹19,110 Cr
Revenue (annual)
₹3,951 Cr
Net profit (annual)
₹430.2 Cr
P/E (TTM)
42.7×Sector 53.6×
Promoter holding
31.19%+0.00% QoQ
FII holding
21.90%Current quarter

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

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