| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 31% YoY consolidated growth; standalone revenue up 22%. |
|---|---|
| Margins | EBITDA margins expanded; defense vertical targeting 30-35% EBITDA. |
| Order book | Significant 300 Cr+ defense order book; export pipeline remains healthy. |
| Demand visibility | Strong visibility in defense, solar structures, and high-margin exports. |
| Management confidence | Balanced but defensive regarding subsidiary valuation and timeline delays. |
Growth
Consolidated Revenue grew 31% YoY; PAT surged 67% due to high-margin defense orders and improved product mix.
Outlook
Management expects 15-20% revenue growth for FY27; defense revenue target of 300-350 Cr.
Risks
Preferential allotment in defense subsidiary at seemingly low valuations; input cost volatility; capex ramp-up delays.
Last quarter's promises, checked
Delivered
- Guided 30-35% Defense EBITDA → delivered 63% (= BEAT)
- Guided 14-15% Revenue Growth → delivered 31% (= BEAT)
- Guided 150k shell capacity → delivered 150k (= BEAT)
Partly delivered
- Guided 250-300 Cr Defense revenue → delivered 300 Cr+ run-rate (= BEAT)
- Guided 40-45k ton capacity addition → delivered partial ramp-up (= PARTIAL)
Missed
- Guided 54 Cr debt repayment → delivered 25 Cr (= MISS)
Earnings Call Transcript filed with NSE, NSE: GOODLUCK. Summary written with AI assistance from the document.
Goodluck India Ltd: key numbers
- Share price
- ₹525.65
- Market cap
- ₹5,242 Cr
- Revenue (annual)
- ₹4,100 Cr
- Net profit (annual)
- ₹180.7 Cr
- P/E (TTM)
- 25.5×Sector 19.0×
- Promoter holding
- 54.00%-2.45% QoQ
- FII holding
- 1.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Goodluck India Ltd
All →Goodluck India Promoter Buying (Off-Market)
Goodluck India Limited reported a proposed inter-se transfer of shares by way of gift amongst promoter group members. Total promoter shareholding remains unchanged.
Goodluck India Annual Report
Goodluck India Limited has filed its Annual Report for the financial year 2025-26, as required under Regulation 34 of the SEBI Listing Regulations.
Goodluck India Annual General Meeting
Goodluck India Limited's 40th Annual General Meeting is scheduled for September 30, 2026. The notice includes agenda items for dividend declaration and executive remuneration revisions.
Goodluck India Management Change
Goodluck India Limited has appointed Mr. Ashok Kumar Vashisht as the Group Chief Financial Officer, effective September 5, 2026, for a term of 60 months.
Goodluck India Board Meeting Outcome
Goodluck India Limited's board approved the alteration of the Memorandum of Association's Object Clause and appointed Mr. Ashok Kumar Vashisht as the new Group CFO.
Goodluck India Promoter Buying (Off-Market)
Mr. Mahesh Chandra Garg, a Director and promoter group member, acquired 20,27,310 shares via transmission following a promoter group member's passing.
- Promoter stake change
- +2.04%