NDR Auto Components Earnings Call Transcript: Key Takeaways
NDR Auto posted stable results but faces near-term margin pressure from wage hikes.
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NDR Auto posted stable results but faces near-term margin pressure from wage hikes.
Q2 FY27 revenue ₹6,736 Mn (+35% YoY), Adj EBITDA ₹142 Mn (2.1%), PAT turns positive at ₹6 Mn. Core-led profitability; Emerging still loss-making.
Credo Brands (Mufti) delivered its highest quarterly revenue but remains cautious due to macroeconomic inflationary pressures.
Q2 FY27 revenue ₹80.2 Cr (+43.2% YoY), PAT ₹5.1 Cr (+325%), EBITDA margin 25.6%. H1 FY27 revenue ₹145 Cr (+37.2% YoY).
Record Q2FY27 consolidated revenue ₹385 cr (+25.4% YoY), PAT ₹29.5 cr (+32.8%), EBITDA margin 11.3%. Orders on hand ₹1,109 cr (+19%).
Q2 FY27: total income ₹1,146 Cr (+42.4% YoY), PAT ₹201 Cr (+169.1% YoY), RoE 27.9%. Disbursals ₹7,701 Cr, managed AUM ₹23,892 Cr. Digital-only, credit-led lender using a hybrid LSP and NBFC model.
Exide delivered robust revenue growth and significant EBITDA margin expansion despite volatile input costs.
HMVL Q2FY27: total revenue INR248cr (+22% YoY), EBITDA INR74cr (30% margin), PAT INR56cr (+63%). Other income (+90%) drove much of the profit growth.
Management is riding a temporary transshipment volume wave while aggressively expanding footprint despite looming normalization.
Q2 FY27: VAR +32.2% to INR 15,229 Mn, EBITDA +20.7% to INR 2,616 Mn, PAT +15.0% to INR 1,734 Mn. H1 VAR +25.3%. Net debt free; order book ~INR 165,000 Mn.
PI Industries faces severe headwinds in its core AgChem export business, masking strong domestic and biological growth.
Q2 FY27 consolidated operating revenue ₹442 Cr (+2% YoY); EBITDA ₹88 Cr (+26%), margin 17%; PAT ₹39 Cr (+102%), led by Print and radio cost rationalisation.
Q2FY27 total income ₹258 Cr (+10%), EBITDA ₹91 Cr (+5%), PAT ₹37 Cr (+121%); RevPAR +12%. Westin Bengaluru soft-opened; ₹248 Cr Novotel Imagicaa acquisition under binding MoU.
Q2FY27 revenue ₹296.6 Cr (+62.3% YoY), EBITDA ₹51.4 Cr (+79.7%), PAT ₹28.2 Cr (+37.9%); AI datacenter Engine 2 scaling up.
Q2 FY27 standalone revenue ₹23.29 Cr (+16% YoY), EBITDA ₹10.85 Cr (46.58% margin), PAT ₹7.46 Cr (+49%). Confirmed order book ₹123.88 Cr; push into data centres and NavIC-based timing.
Sugar segment drives growth via higher realizations, while distillery margins remain suppressed by stagnant ethanol pricing.
Q2 FY27 revenue ₹336.4 Cr (+31% YoY) and PAT ₹151.1 Cr (+101%); H1 PAT ₹292.1 Cr (+297%). GDV rose to ₹27,308 Cr; company reports zero net debt.
H1 FY27 revenue ₹85.4cr (+27.9%), EBITDA ₹18.3cr (+25.1%, 21.5% margin), PAT ₹12.0cr (+20.0%). Capacity expansion and wellness launches drive growth.
Q2 FY27 revenue ₹476 Cr (+27% Y/Y, +33% ex-base), Adj. EBITDA ₹89 Cr at 18.7%, PAT ₹75 Cr at 14.9%. Zero debt, cash ₹1,774 Cr. Strategy centres on AI-driven agentic operations.
H1 FY27 revenue ₹60.43 Cr (+73% YoY), PAT ₹7.2 Cr (+73%). Q2 revenue ₹29.21 Cr with 29% EBITDA margin. Growth led by offshore logistics and new marine contracts.
Consolidated Q2 FY27 total income Rs 18,596 Mn (+10% YoY), PBT Rs 1,023 Mn (+102%); H1 total income Rs 38,531 Mn (+25%). Order book at all-time high Rs 87,570 Mn.
Afcons reported weak Q2 revenue de-growth of 6.3% due to execution constraints and monsoon, though order book remains at record highs.
Mayur Uniquoters delivered a robust quarter with 42% consolidated PAT growth, driven by strategic inventory clearance in US automotive exports despite weak US consumer sentiment.
Management is projecting high readiness as major assets like Powai and Navi Mumbai return to service post-disruption. Growth is transitioning from renovation-recovery to new capacity expansion.
Q2 FY27 revenue ₹283.9 Cr (+73.7% YoY), PAT ₹7.1 Cr (3.0x YoY). H1 FY27 revenue ₹477.5 Cr (+53.6%), PAT ₹11.2 Cr. Growth driven by last-mile, air cargo and new clients.
Q2 FY27 consolidated revenue INR 1,334 Cr (+35%), EBITDA INR 158 Cr (11.82% margin), PAT INR 85 Cr (+33%). Deck highlights Bajaj Pulsar cluster launches and awards; no explicit guidance.
Q2FY27 consolidated revenue Rs699 Cr (-3% YoY) and PAT Rs29 Cr (-7.4%). H1 EBITDA rose 5.9% to Rs132 Cr, with margin up to 10% from 8.1%.
KSH reports stellar results driven by high-margin specialized wire exports and CTC leadership.
Record quarter driven by strong U.S. automotive recovery and tariff refunds.
Q2 FY27 standalone revenue ₹12.35 Cr (-33.6% YoY), PAT ₹0.16 Cr; consolidated net loss ₹0.29 Cr. Shifting to private and large projects; order book ₹510 Cr.