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Investor Presentation

Elin Electronics Investor Presentation: Key Takeaways

Elin Electronics reported Q1FY27 revenue of INR 3,628 million, up 23% YoY, but faced significant margin compression due to rising raw material costs and wage revisions.

Highlights
MarginsSqueezed by raw material inflation and irrational competition in battens.
Demand visibilityStrong double digit volume growth in small appliances.

Growth

Revenue grew 23% YoY; however, EBITDA crashed 77% to INR 40 million with margins dropping from 5.9% to 1.1%.

Outlook

Capex of INR 620 million planned for Bhiwadi facility; focus on BLDC fans and personal care segment ramping up.

Risks

High polymer and metal prices, INR depreciation, and a 25% minimum wage hike in Ghaziabad impacted profitability.

Last quarter's promises, checked

Partly delivered

  • Pass-through of 10-18% price hikes by June → partial impact seen in revenue but margins still compressed (= PARTIAL)

Missed

  • Revenue growth 15% YoY → delivered 23% (= BEAT, but margins crashed)
  • EBITDA recovery to sustain margins → delivered 77% crash (= MISS)
  • Bhiwadi revenue INR 800M in FY27 → current CWIP INR 620M (= MISS on timeline)
Source

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

Read the document ↗

Elin Electronics Ltd: key numbers

Share price
₹88.57
Market cap
₹440.3 Cr
Revenue (annual)
₹1,288 Cr
Net profit (annual)
₹22.59 Cr
P/E (TTM)
-53.6×Sector 45.9×
Promoter holding
32.97%+0.02% QoQ
FII holding
0.58%Current quarter

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

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