| Revenue growth | Consolidated revenue +37.9% YoY; H1 +34.4% |
|---|---|
| Margins | EBITDA margin 9.3% vs 9.8% YoY, 10.8% in Q1 |
| Order book | Sole technically qualified bidder for 155mm shells to MIL |
| Demand visibility | Defence orders in validation; revenue later this FY |
Growth
Consolidated Q2 PAT Rs 506.7 Mn, +18.8% YoY; H1 PAT Rs 1,178.8 Mn, +42.4%. Consolidated volume +18.1% YoY to 1,33,374 MT.
Outlook
No numeric guidance given. Defence revenue expected later this FY; Rs 5,000 Mn defence capex adds 2.5 lakh shells in 12-15 months.
Risks
EBITDA margin fell to 9.3% from 10.8% QoQ, hit by higher fuel and global freight costs amid geopolitical tensions.
Last quarter's promises, checked
Delivered
- Rev growth guide 15–20% → H1 +34.4% (= BEAT)
- Defence EBITDA 30–35% → Q1 38% (= BEAT)
Partly delivered
- Defence FY27 rev Rs300–350 Cr → Q2 undisclosed, 'later this FY' (= PARTIAL)
- Defence 'no doubt of orders' → Q2 orders 'in validation' (= PARTIAL)
Missed
- Consol margin sustain >10% (Q1 10.8%) → Q2 9.3% (= MISS)
- Defence capex Rs400 Cr → Rs500 Cr (= MISS)
- Expansion start Q4 FY27 → 2.5 lakh shells in 12–15 mo (= MISS)
Investor Presentation filed with NSE, NSE: GOODLUCK. Summary written with AI assistance from the document.
Goodluck India Ltd: key numbers
- Share price
- ₹493.70
- Market cap
- ₹4,923 Cr
- Revenue (annual)
- ₹4,100 Cr
- Net profit (annual)
- ₹180.7 Cr
- P/E (TTM)
- 23.2×Sector 16.5×
- 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
All →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
- Guides 20% growth
Goodluck India Bags ₹58.2 Cr Order
Goodluck India's subsidiary received a Rs. 58.20 Crore order for 155mm HE ERFB shells. Delivery is due within 90 days on a deliverable-base basis.
- Value
- ₹58.20 Cr
- Execution
- 90 days
Goodluck India Capacity Expansion: ₹80 Cr Investment
Goodluck India's subsidiary Goodluck Defence and Aerospace approved adding Aerospace Components as a new line of business. The estimated investment is Rs 80 Crore, within a previously approved capital outlay.
- Value
- ₹80.00 Cr
Goodluck India Other Announcement
Goodluck India appointed Raj Kaushik & Associates as Cost Auditors for a 5-month term effective 28 Oct 2026. This is a routine statutory appointment with no financial impact.
Goodluck India Q2 FY27 Results: Net Profit ₹50.7 Cr, Up 19.0% YoY
Goodluck India Ltd reported revenue from operations of ₹1,363 Cr (+37.5% YoY) and net profit of ₹50.7 Cr (+19.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹50.7 Cr · +19.0% YoY
Goodluck India Management Change
Goodluck India disclosed the death of its cost auditor, Mr. Surender Rai Kapur, under Regulation 30. The company will appoint a new cost auditor to fill the casual vacancy.