ALFA Finder| 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
- ₹559.70
- Market cap
- ₹5,581 Cr
- Revenue (annual)
- ₹4,100 Cr
- Net profit (annual)
- ₹180.7 Cr
- P/E (TTM)
- 26.3×Sector 17.1×
- Promoter holding
- 54.00%+0.00% QoQ
- FII holding
- 1.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Goodluck India Ltd
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Goodluck India Earnings Call Transcript: Key Takeaways
Goodluck India reported strong volume-led growth across core engineering segments while aggressive expansion into high-margin defense and aerospace continues.
- Call
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Goodluck India Investor Presentation: Key Takeaways
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Goodluck India Bags ₹58.2 Cr Order
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- Value
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- Execution
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- Value
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