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Earnings Call

HLE Glascoat Earnings Call: Key Takeaways

HLE Glascoat reported FY26 consolidated revenue of INR 1,353 cr (+31.7% YoY) and PAT of INR 56.6 cr, focusing on strategic acquisitions and global expansion in engineering solutions.

Highlights
Revenue growth31.7% YoY for FY26; Q4 up 17.4%.
MarginsEBITDA margin at 11%; aiming for 14-15% consolidated next year.
Order bookINR 681.6 cr as of March 31, 2026.
Demand visibilityStrong order book of INR 681.6 cr provides healthy FY27 visibility.
Management confidenceHigh on long-term strategy and turnaround of Omeras business.

Growth

FY26 revenue grew 31.7% to INR 1,353 cr; Q4 FY26 revenue was INR 391.7 cr (+17.4% YoY).

Outlook

Targets INR 2,000 cr revenue in 2 years; guides for 15% consolidated margins and 15-20% growth in heat exchangers.

Risks

Margins impacted by transition costs of Omeras acquisition, labor code impacts (INR 2.1 cr), and geopolitical issues affecting gas prices.

Source

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

Read the document ↗

HLE Glascoat Ltd: key numbers

Share price
₹441.10
Market cap
₹3,064 Cr
Revenue (annual)
₹1,353 Cr
Net profit (annual)
₹49.42 Cr
P/E (TTM)
85.6×Sector 53.6×
Promoter holding
65.64%+0.00% QoQ
FII holding
2.05%Current quarter

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

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16:05 IST NSE
Management Change

HLE Glascoat Management Change

HLE Glascoat Limited appointed Mr. Amit Kalra as Chief Financial Officer and Key Managerial Personnel, effective September 25, 2026.

13:15 IST BSE
Promoter Selling (Off-Market)

HLE Glascoat Promoter Selling (Off-Market)

Promoter Nilesh Khushalbhai Patel sold 69,45,474 shares (10.00% stake) to Aalap Nilesh Patel via an off-market inter-se gift transfer. This transaction reallocates promoter group holdings.

13:12 IST BSE
Promoter Buying (Off-Market)

HLE Glascoat Promoter Buying (Off-Market)

Promoter Aalap Nilesh Patel acquired 69,45,474 shares (10.00% stake) of HLE Glascoat Limited from Mr. Nilesh Khushalbhai Patel via an inter-se gift transfer.

Promoter stake change
+10.00%
12:13 IST NSE
New Order Win

HLE Glascoat Bags ₹225.8 Cr Order from FLC Portals Group I/S

HLE Glascoat's subsidiary received a ₹225.75 Crore order from Denmark's FLC Portals for vitreous enamel cladding panels. Execution is due by April 2030.

Value
₹225.8 Cr
From
FLC Portals Group I/S
Execution
On or before April 2030
01:43 IST BSE
New Order Win

HLE Glascoat Bags ₹224.1 Cr Order from FLC Portals Group I/S, Denmark

HLE Glascoat's subsidiary, HLE Surface Technologies, secured a Euro 20.56 million (approx. ₹224.10 Crore) contract from FLC Portals Group for enamel cladding panels.

Value
₹224.1 Cr
From
FLC Portals Group I/S, Denmark
Execution
On or before April, 2030
18:03 IST BSE
Annual Report

HLE Glascoat Annual Report

HLE Glascoat Ltd has submitted its 35th Annual Report for FY 2025-26 as per SEBI (LODR) regulations. The document contains statutory disclosures and performance highlights.