GPT Infraprojects Earnings Call Transcript: Key Takeaways
GPT Infraprojects reported modest revenue growth but a significant EBITDA margin expansion to 14.2% on a consolidated basis.
- Call
- Guides 25% growth
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GPT Infraprojects reported modest revenue growth but a significant EBITDA margin expansion to 14.2% on a consolidated basis.
H1 FY27 standalone total income ₹52.37 cr (+182%), PAT ₹6.85 cr (~5x), EBITDA margin 22.0%. Post-SME listing, expanding institutional and YEA network. No quantified guidance.
Cera delivered strong volume-led growth despite severe input cost inflation in brass and gas. Management is confident of surpassing its 18-20% revenue target while maintaining improved margins in H2.
Q2 FY27 revenue INR 73.80 Bn (+19.5% YoY), EBITDA INR 7.01 Bn (9.5% margin), PAT INR 4.89 Bn. FY27 targets reaffirmed.
Q2 FY27 revenue INR 128 Cr, up 3.4% QoQ; EBITDA INR 2.4 Cr; gaming subscribers 14.5M. ONMO+ console launch is consuming cash, and fundraising is planned.
VRL Logistics reported robust Q2 FY27 results with 20% revenue growth and doubled net profit, driven by successful freight rate rationalization and volume recovery.
Premier Energies delivered strong revenue growth and record order book, supported by capacity expansion and vertical integration.
Q2 FY27 record revenue INR 3,182 Mn (+17% YoY), EBITDA margin 7.95% (+161 bps YoY), PAT INR 58 Mn. H1 revenue INR 5,780 Mn (+16%). Mahad ramp-up and Unilever manufacturing tie-up drive strategy.
KIMS delivered strong revenue growth led by Kondapur's rapid ramp-up, despite temporary margin compression from new oncology programs.
Q2 FY27 standalone revenue ₹554.2 Cr (+65.0% YoY), PAT ₹28.5 Cr (+173.9%). H1 revenue ₹983.4 Cr (+23.4%), PAT ₹45.9 Cr (+34.8%). Growth from Perundurai restart and value-added products; solar expansion underway.
Q2 FY27 revenue ₹575.7 Cr (+248% YoY) on handovers; PAT ₹51.0 Cr (+85%); record Q2 booking value ₹834 Cr; senior-living focus, net cash balance sheet.
H1 FY27 consolidated revenue ₹241.3 Cr (+23% YoY), EBITDA ₹47.5 Cr, PAT ₹22.4 Cr (9.2% margin). Standalone revenue ₹215.5 Cr (+12%), PAT down 7%.
H1 FY27 consolidated revenue ₹8,291 Cr (+26%) and PAT attributable ₹2,645 Cr (+27%); Q2 PAT ₹1,549 Cr (+52%). Hydro pipeline and ₹15,000 Cr FY27 capex plan.
Q2 FY27 consolidated revenue ₹1,755.6 Mn (+40.5% YoY), PAT ₹305.7 Mn (+35.5%). H1 FY27 revenue ₹3,422.2 Mn (+50.0%), PAT ₹602.9 Mn (+117.0%). Order book ₹31,780 Mn.
Q2 FY27 consolidated revenue INR 79,682 Mn (+16.6% YoY), EBITDA INR 8,554 Mn (-16.2%), margin 10.7% (-421 bps). India-led growth with margin compression.
Krishival Foods delivered robust growth across nuts and ice cream segments despite FMCG headwinds, with aggressive capacity expansion and network scaling driving performance.
Q2 FY27 revenue Rs 609 Mn (+22% YoY), EBITDA Rs 145 Mn (23.8% margin), PAT Rs 85 Mn (+23% YoY). H1 PAT Rs 131 Mn (+19%). Management highlights capacity expansion and US presence.
Balkrishna Industries reported strong Q2 volume growth but margins faced severe headwinds from raw material inflation and freight costs.
H1 FY27 revenue ₹158 Cr (+42% YoY), EBITDA ₹15 Cr (+37%, 10% margin), PAT ₹4 Cr (-16%). Debt reduced; EPC and solar pump growth push continues.
Q2 FY27 revenue Rs2,070Mn (+19.6% YoY), PAT Rs334Mn (+26.3%), EBITDA margin 24.5%. Enterprise Solutions drives growth; certificate incident to hit H2 revenue.
H1 FY27 standalone revenue ₹99.36 Cr (+38.2% YoY), PAT ₹20.11 Cr (+54.9%), but EBITDA margin fell 225 bps to 26.35%. Order book ₹865 Cr; GMR Australia acquired.
Q2FY27 revenue INR 5,943 Mn (+42% YoY), EBITDA INR 1,155 Mn (19.4% margin), PAT INR 777 Mn (+48% YoY). H1 PAT up 108%. Order book INR 19,936 Mn.
Q2 FY27 consolidated revenue ₹275.7 Cr (+14.6%), EBITDA ₹54.1 Cr (19.4% margin), PAT after MI ₹28.4 Cr (+4.3%). Capacity expansions on track for end-FY27.
Q2 FY27 consolidated revenue INR 717 Mn (+2.8% YoY), EBITDA INR 431 Mn (60.1% margin), PAT INR 153 Mn (-7.7% YoY). Growth thesis rests on telecom capex cycle from Vodafone Idea and BSNL.
Revenue rose 32.5% to ₹2,845 Cr and PAT more than doubled to ₹232 Cr. Management is confident on growth but hedges on the 25% long-term margin, which has no timeframe. Rupee weakness is the main product-margin headwind, and management says it is solved structurally over time.
Q2 FY27 record consolidated PAT of ₹120 Cr (+7% YoY) on revenue of ₹15,836 Cr (-27% YoY); EBITDA margin 1.14%; scrap-led mix shift.
Q2FY27 revenue Rs174 Cr (+18% YoY), PAT Rs4.2 Cr (flat), EBITDA margin 7.9% (vs 11.0%) as polymer costs outran pricing.
Q2FY27 revenue ₹1,817cr (+36%), EBITDA ₹196cr (+68%), PAT ₹120cr (+80%). H1 PAT ₹286cr already exceeds FY26 full-year PAT of ₹267cr.
Headline consolidated revenue rose 47.5% in Q2, but net revenue excluding alloy pass-through grew 29.5%; PAT ₹102 Cr, +27.3%. Management is upbeat and deflects margin dilution from aluminium prices to absolute EBITDA growth.
H1 FY27 consolidated revenue ₹95.21 Cr (+27.5%), EBITDA ₹16.44 Cr (17.27% margin), PAT ₹12.03 Cr (+32.5%). Recurring mix 87%; FY27 outlook raised to ₹202 Cr.