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Earnings Call

Happy Forgings Earnings Call: Key Takeaways

Happy Forgings delivered record quarterly and annual profits in FY26, driven by higher machining mix and operational efficiencies despite export headwinds in CV and farm segments.

Why this was an Alfa AlertNot a filter event. Results were in line with guided expectations.
Highlights
Revenue growthFY26 revenue up 9.8% YoY; Q4 revenue up 20.4%.
MarginsEBITDA margins reached 30.4% in FY26, supported by value-added products.
Order bookOrder book stands at ₹950cr to be executed over 3 years.
Demand visibilityStrong domestic CV/Infrastructure outlook; export recovery expected by late 2026.
Management confidenceHighly optimistic on structural shifts toward high-value industrial and PV segments.

Growth

Revenue grew 9.8% in FY26; EBITDA margins expanded 160bps to 30.4% due to machining mix increasing to 89%.

Outlook

Guided high teens volume growth for FY27 with stable EBITDA margins; ₹950cr order book for next 3 years.

Risks

Global CV and farm market weakness (9-10% decline) and rising raw material costs remain key stressors.

Source

Earnings Call filed with BSE, 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.

14:51 IST BSE
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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