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Earnings Call

Highness Microelectronics Earnings Call: Key Takeaways

Highness Microelectronics delivered record FY26 profits and margins, driven by high-value defense/aerospace orders and strategic backward integration into display manufacturing.

Why this was an Alfa AlertManagement explicitly guided FY27 revenue at ₹30-32cr, representing 86-98% YoY growth over FY26 revenue of ₹16.11cr.
Highlights
Revenue growthFY26 revenue up 14.5% YoY to ₹16.11cr; 18-month projection ₹30cr.
MarginsEBITDA margins expanded to 41%; targeting steady-state 30-32%.
Order book₹8-10cr unexecuted orders for Q1; ₹30cr 18-month confirmed pipeline.
Demand visibilityStrong demand in defense, railways, and metro segments via 'Make in India'.
Management confidenceHigh; projecting aggressive revenue doubling by FY27 through localization.

Growth

Revenue grew 14.5% YoY to ₹16.11cr; PAT surged 66.9% to ₹4.10cr reflecting superior product mix.

Outlook

Guided ₹30-32cr revenue for FY27 and ₹50cr+ for FY28 with ~35% EBITDA margins.

Risks

High import dependency for specialized display glass from East Asia; geopolitical disruptions affecting freight costs.

Source

Earnings Call filed with BSE, BSE: 544741. Summary written with AI assistance from the document.

Read the document ↗

Highness Microelectronics Ltd: key numbers

Share price
₹237.50
Market cap
₹122.6 Cr
Revenue (annual)
₹16.12 Cr
Net profit (annual)
₹4.10 Cr
P/E (TTM)
29.9×Sector 41.4×
Promoter holding
64.96%
FII holding
5.35%Current quarter

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

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