Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Hirect Earnings Call Transcript: Key Takeaways

Q1 FY27 consolidated revenue grew 20.3% YoY to INR 258.4 Cr. Hirect is transitioning from component supplier to integrated systems provider for Indian and US rail/mining markets.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth20.3% YoY consolidated growth reported for Q1.
MarginsConsolidated margins impacted by Elventive France; 3-5 quarters to breakeven.
Order bookDelayed Q1 tender finalizations expected to close in Q2.
Demand visibilityStrong pipeline in Vande Metro and MEMU trainsets.
Management confidenceHigh; maintaining 30% growth target despite flat Q1 order intake.

Growth

Standalone revenue up 10.1% YoY to INR 236.4 Cr; consolidated PAT at INR 9.4 Cr including exceptional gain.

Outlook

Targeting 30% growth for the current year; aspiration to reach $1 billion revenue within 5 years.

Risks

Near-term consolidated margin pressure (5.4% EBITDA) from Elventive France integration and raw material volatility.

Last quarter's promises, checked

Delivered

  • Guided Q4 growth ~30% YoY → delivered 20.3% consolidated growth (= PARTIAL)
  • Commence propulsion trials at Western Railway → delivered trials started (= BEAT)
  • INR 60 Cr Capex for FY26 → delivered Satpur capacity increase by 20% (= BEAT)

Partly delivered

  • Guided 30% annual growth → delivered 20.3% in Q1 (= PARTIAL)
  • Guided order book buildup → delivered flat Q1 intake due to tender delays (= PARTIAL)

Missed

  • Guided margin improvement for Q4 vs Q3 → delivered 5.4% EBITDA (vs 9.2% in Q3) (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: HIRECT. Summary written with AI assistance from the document.

Read the document ↗

Hirect Ltd: key numbers

Share price
₹1,212.90
Market cap
₹4,169 Cr
Revenue (annual)
₹999.1 Cr
Net profit (annual)
₹45.01 Cr
P/E (TTM)
100.1×Sector 41.4×
Promoter holding
42.58%-1.35% QoQ
FII holding
6.84%Current quarter

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

More from Hirect Ltd

All →
18:10 IST NSE
Management Change

Hirect Management Change

Mrs. Preeti Sharma has resigned from her position as Head Legal and Senior Management Personnel of Hirect Limited, effective September 24, 2026.

17:43 IST NSE
Merger & Restructuring

Hirect Merger & Restructuring Worth ₹4.5 Cr

Hirect Limited sold the residual part of its non-operational Dehradun plant for ₹4.5 Crore. The buyer is not part of the promoter group.

Value
₹4.50 Cr
11:24 IST BSE
Annual General Meeting

Hirect Annual General Meeting

Hirect Limited has issued a Postal Ballot notice for shareholder approval of director appointments and an extension for utilizing funds raised via preferential equity warrants.

11:10 IST BSE
Annual General Meeting

Hirect Annual General Meeting

Hirect Limited issued a Postal Ballot Notice seeking shareholder approval for director appointments and extending the timeline for utilizing Rs. 27.36 Crore raised via warrants.

Value
₹27.36 Cr