ALFA Finder| Revenue growth | Steady growth led by cables; B2C cooling segments were weather-impacted. |
|---|---|
| Margins | Margins held well except Lloyd, which suffered from cost pressures. |
| Demand visibility | Positive outlook for summer demand recovery and infrastructure-linked categories. |
| Management confidence | Balanced; optimistic on long-term structural growth despite short-term inflation. |
Growth
14% growth in cables/wires; lighting margins spiked to 37% due to year-end releases.
Outlook
Capex of ₹800cr planned for FY27, focusing on cable capacity and R&D.
Risks
High raw material inflation post-global disruptions and Lloyd's sustained margin pressure/losses.
Earnings Call filed with NSE, NSE: HAVELLS. Summary written with AI assistance from the document.
Havells India Ltd: key numbers
- Share price
- ₹1,161.00
- Market cap
- ₹72,788 Cr
- Revenue (annual)
- ₹22,528 Cr
- Net profit (annual)
- ₹1,691 Cr
- P/E (TTM)
- 43.8×Sector 42.6×
- Promoter holding
- 59.35%+0.00% QoQ
- FII holding
- 14.47%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Havells India Ltd
All →Havells India Promoter Buying: ₹70.18 Cr
Havells promoter QRG Investments bought 6.05 lakh shares via market purchase for about Rs.70.18 Crore. Promoter stake rose from 41.54% to 41.63%.
- Value
- ₹70.18 Cr
- Promoter stake change
- +0.09%
Havells India Adverse Business Impact
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Havells India Management Change
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Havells India Earnings Call Transcript: Key Takeaways
Strong 35% revenue growth masks margin pressure in cables due to raw material volatility and seasonal Lloyd losses.
Havells India Investor Presentation: Key Takeaways
Havells delivered 35% YoY revenue growth in Q2 FY27, driven by strong volumes across segments. EBITDA grew 30.5% despite softer contribution margins in cables due to volatile aluminum prices.