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Earnings Call

Happy Forgings Earnings Call: Key Takeaways

Happy Forgings delivered its highest-ever annual profitability in FY26, transitioning toward high-precision machined components (89% of revenue) with significant EBITDA margin expansion to 30.4%.

Why this was an Alfa AlertNot a filter event. Results are strong but management did not state they beat prior guidance by >5%.
Highlights
Revenue growth9.8% YoY for FY26; 20.4% YoY for Q4FY26.
MarginsEBITDA margin expanded 157bps to 30.4% in FY26.
Order bookRobust pipeline of incremental business across existing/new customers.
Demand visibilityStrong traction in CV, PV, farm, and industrial segments.
Management confidenceHigh; citing robust pipeline and capacity for long-term value.

Growth

FY26 Revenue grew 9.8% YoY to ₹1,546 Cr; PAT increased 12.8% to ₹302 Cr. Q4FY26 volume grew 20.6% YoY.

Outlook

Capex of ~₹650 Cr for heavy forgings; capacity expansion to 148k MT (forging) and 68k MT (machining) by FY27.

Risks

Geopolitical developments increasing raw material/manufacturing costs; adverse Fx movements impacting PAT growth.

Source

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

Read the document ↗

Happy Forgings Ltd: key numbers

Share price
₹2,063.50
Market cap
₹19,480 Cr
Revenue (annual)
₹1,546 Cr
Net profit (annual)
₹301.6 Cr
P/E (TTM)
59.5×Sector 53.6×
Promoter holding
78.46%-0.02% QoQ
FII holding
1.88%Current quarter

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

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Happy Forgings Employee Stock Options

Happy Forgings Ltd allotted 22,412 equity shares to employees under its ESOP scheme. Paid-up capital rises to 9,44,01,146 shares of Rs. 2 each.

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Happy Forgings Other Announcement

Designated Person Narinder Singh sold 24 equity shares of Happy Forgings Ltd for a total value of ₹0.0006 Crore via market sale.

Value
₹0.01 Cr