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Investor Presentation

Kusumgar Investor Presentation: Key Takeaways

Kusumgar reported stellar Q1 FY27 results with 102% YoY revenue growth, driven by specialized parachute contracts and scaling aerospace solutions. Management maintains a conservative outlook on guidance due to tender unpredictability.

Highlights
Revenue growth102% YoY growth; sequential decline of 21% due to Q4 export anomaly.
MarginsEBITDA margin at 31%; expansion driven by higher-margin product mix.
Order bookManagement declined specific numbers but expects steady growth year.
Demand visibilityStrong projections in outdoor/lifestyle; 55-60% current capacity utilization.
Management confidenceHigh on long-term secular growth in defense, cautious on quarterly predictability.

Growth

Revenue grew 102% YoY to ₹247.2 Cr; PAT rose significantly to ₹42.6 Cr with margins expanding to 17%.

Outlook

Focus on indigenization in Indian defense; maintenance capex planned at 5-10% of gross block; no large capex planned.

Risks

Structural uncertainties include timing of long-standing product approvals, government tender unpredictability, and global tariff volatility.

Source

Investor Presentation filed with BSE, NSE: KUSUMGAR. Summary written with AI assistance from the document.

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Kusumgar Ltd: key numbers

Share price
₹626.70
Market cap
₹6,580 Cr
Revenue (annual)
₹692.0 Cr
Net profit (annual)
₹98.20 Cr
Promoter holding
75.01%
FII holding
1.82%Current quarter

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

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Annual General Meeting

Kusumgar Annual General Meeting

Kusumgar Limited has announced the postal ballot voting results, confirming the ratification of the 'Kusumgar ESOP 2024' scheme and related stock option grants.