| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 38% YoY consolidated income growth driven by 18.1% volume increase. |
|---|---|
| Margins | Margins moderated due to 150 bps impact from freight and fuel. |
| Order book | Defense order book at ₹350 Cr; overall orders seeing healthy traction. |
| Demand visibility | Strong visibility in infrastructure, solar, power transmission, and defense sectors. |
| Management confidence | High, focused on synergy through amalgamation of defense and green energy. |
Growth
Q2 revenue rose 38% YoY, driven by 18.1% volume growth and improved value-added product mix.
Outlook
Management maintains ₹300 Cr defense revenue target for FY27 and guides 15-20% overall revenue growth.
Risks
Higher international freight and fuel/gas prices impacted EBITDA margins by approximately 150 bps this quarter.
Last quarter's promises, checked
Delivered
- Revenue growth 15–20% FY27 → Q2 revenue +38% YoY (= BEAT)
- Defence EBITDA margin 30–35% → Q1 Defence margin 38% (= BEAT)
Partly delivered
- Defence FY27 ₹300–350 Cr → ₹300 Cr maintained; Q1 Defence ₹80 Cr (= PARTIAL)
- Defence capex ~₹400 Cr → ₹300 Cr+ (= PARTIAL)
Missed
- ₹1,000 Cr defence revenue by FY28 → now FY29 (= MISS)
Earnings Call Transcript 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 Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 13,498 Mn (+37.9% YoY), EBITDA Rs 1,275 Mn (9.3% margin), PAT Rs 507 Mn (+18.8%). Defence shell capacity expansion underway.
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.