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Earnings Call

Happy Forgings Earnings Call: Key Takeaways

Happy Forgings reported record annual performance for FY26 with revenue of ₹1,546cr and EBITDA margins at 30.4%. The company is shifting focus toward high-value industrial and PV segments with specialized heavy engineering capabilities.

Why this was an Alfa AlertNot a filter event. Performance was strong but remained within the context of steady execution rather than a 10%+ beat over explicit prior management guidance ranges.
Highlights
Revenue growthFY26 revenue at ₹1,546cr, up 9.8% YoY.
MarginsEBITDA margins improved to 30.4% in FY26 due to machining mix.
Order bookNew business order book stands at nearly ₹950cr.
Demand visibilityStrong domestic CV/PV demand; export recovery signs in Q4.
Management confidenceHigh; citing strongest credit rating (AA) and internal accrual-funded growth.

Growth

FY26 revenue grew 9.8% YoY; Q4 revenue grew 20.4%. FY26 PAT grew 14.8% on an adjusted basis with margins at 19.5%.

Outlook

Guided late-teen volume growth for FY27; ₹450-500cr capex planned. Targeting ₹950cr new order book execution over 2-3 years.

Risks

Global export markets (Europe/US) saw single-digit declines; rising fuel costs and raw material volatility remain near-term monitoring points.

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