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Earnings Call

Frontier Springs Earnings Call: Key Takeaways

Frontier Springs reported robust FY26 performance with 39.2% revenue growth and 76.9% PAT growth, driven by strong Indian Railways demand.

Why this was an Alfa AlertThe beat on the prior FY26 gross sales target (₹375cr) was achieved, but the guidance for FY27 (30%) does not meet the >50% threshold.
Highlights
Revenue growthFY26 +39.2% YoY; FY27 target ₹500cr gross.
MarginsTargeting 23-24% margin despite raw material volatility.
Order book₹300cr+ as of June 2026.
Demand visibilityStrong; 5-10 years visibility in passenger coaches.
Management confidenceHigh, citing 'sheer momentum' in Railway investments.

Growth

FY26 Revenue: ₹322.06cr (+39.2% YoY); PAT: ₹61.31cr (+76.9% YoY); EBITDA Margin: 26.8% (up 533 bps).

Outlook

Guided ₹500cr+ gross revenue for FY27 (30% growth); planned ₹20-25cr capex; targeting 20-25% long-term growth.

Risks

Elevated steel prices and rising energy costs (LPG/CNG) create margin headwinds; dependency on Indian Railways contracts.

Last quarter's promises, checked

Delivered

  • Guided ₹375cr FY26 gross revenue → delivered ₹322.06cr net (~₹380cr+ gross) (= BEAT)
  • Guided 21-22% EBITDA margins → delivered 26.8% (= BEAT)
  • Guided ₹15cr FY26 Capex → delivered ₹15cr (= BEAT)

Partly delivered

  • Guided FIBA commercialization FY27 → trials starting / RDSO pending (= PARTIAL)
Source

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

Read the document ↗

Frontier Springs Ltd: key numbers

Share price
₹1,440.70
Market cap
₹1,702 Cr
Revenue (annual)
₹322.1 Cr
Net profit (annual)
₹61.31 Cr
P/E (TTM)
29.1×Sector 33.6×
Promoter holding
51.76%+0.00% QoQ
FII holding
0.00%Current quarter

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

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Annual General Meeting

Frontier Springs Annual General Meeting

Frontier Springs Ltd. held its 46th Annual General Meeting on 22nd September, 2026, where shareholders considered financial reports, dividends, and director re-appointment.