Antony Waste Handling Cell Earnings Call Transcript: Key Takeaways
Record Q2 revenue ₹321 Cr (+25%) includes ~₹40 Cr one-time escalation; ₹27 Cr ECL and ₹20 Cr exceptional depress margins. Moshi still offline; DSO 114 days.
- Call
- Guides 20% growth
ALFA Filings
Every announcement, straight from the exchange
Every corporate announcement our alert engine sent, newest first: orders, results, earnings calls, fund raises, board meetings and more.
Announcement type
Time
9,119 announcements with these filters
Record Q2 revenue ₹321 Cr (+25%) includes ~₹40 Cr one-time escalation; ₹27 Cr ECL and ₹20 Cr exceptional depress margins. Moshi still offline; DSO 114 days.
Consolidated revenue +13% YoY and EBITA +48% on a weak year-ago base. India +10%, Africa +32%. Volume growth is unquantified and key benefits are deferred to FY28.
Q2 revenue rose 14.1% to ₹135.6 Cr and EBITDA 23.9%, driven by occupancy and volume. Raipur break-even slipped from Q3 FY27 to Q1 FY28 amid ~₹9 Cr Q2 losses. Management gave no new quantified targets beyond FY27 growth.
Consolidated Q2 income fell 15% and posted a ₹118.96 Cr loss. Management cut its FY27 revenue target to flat-to-5% and hedged heavily.
Record Q2 revenue of ₹630.5 Cr (+14.3%) and PAT of ₹45.7 Cr (+25.3%) despite steeper inflation. EBITDA margin held flat QoQ at 13.1%, but management expects margin pressure to persist into Q3.
Q2 revenue rose 27.5% to ₹549.2 Cr and net loss narrowed to ₹15.2 Cr. Chemicals drove gains; sugar-ethanol remains loss-making and seasonal.
Q2 revenue ₹732 Cr, +16% YoY; H1 ₹1,410 Cr, +15%. EBITDA margin 19.7% despite ~₹6 Cr wage-revision hit. Trade-margin cap guided at mid-to-high single-digit annualised impact, with few specifics.
H1 FY27 showed strong growth: disbursements over ₹35,000 Cr (+37%) and loan book up 29% to ₹1.86 lakh Cr. Management reaffirmed ~2% spread and ~3% NIM despite funding-cost pressure.
Q2 FY27 revenue ₹1,746 Cr, +89.9% YoY; EBITDA margin 17.6%, reported PAT ₹185.5 Cr. Management says H2 margins will be lower than Q2; EBITDA guidance held at 14–15%.
Q2 FY27 revenue rose 31% YoY to ₹309.6 Cr on 13% volume growth. EBITDA recovered to ₹11.5 Cr (3.7% margin) from ₹3 Cr in Q1, but management says margins are still below target. Kissan remains loss-making.
Q2FY27 revenue ₹238.0 Cr (+48% YoY), EBITDA ₹20.3 Cr (8.5% margin), PAT ₹9.5 Cr (+54%). Volume-led recovery, utilisation 70%; FY27 EBITDA margin guided 11–12%.
Q2 top-line grew ~13% but volume only ~5%, as festive sweets shifted into Q3. YTD growth guidance raised to 17%+, while Q3 margins face pressure.
Consolidated revenue rose 40% to ₹299 Cr, but a ₹39 Cr loss persists after a ₹57 Cr treasury fair-value hit. H-acid price gains are expected to lag into Q3–Q4.
Consolidated revenue rose 32% to ₹6,042 Cr and PAT reached ₹184 Cr (+19%). FY27 8-10% growth guidance was retained, implying a steep H2 slowdown that management did not quantify.
Q2 consolidated revenue of ₹1,035 Cr (+32%) and PAT of ₹296 Cr rest on a one-time ₹194 Cr Panipat stake-sale gain. Underlying growth is modest.
Premium growth is strong, but Q2 profit fell year on year to ₹2,455.62 Cr as the claims ratio rose to 87.39%. Management deflected on catastrophe losses, combined-ratio targets and Ind AS impact.
Q2 revenue ~₹502 Cr (+32.7%) and PAT ₹98 Cr (+32.8%), volume-led. H1 operating cash flow only ₹124 Cr. Margin guidance is qualitative, implying FY26-level margins.
Q2 revenue up 23% YoY, H1 up 17%, EBITDA margin steady at 28%. Management deflected on H2 figures, capacity timing and revenue visibility.
Q2 FY27 revenue ₹2,749 Cr (+25% YoY, flat QoQ) and PAT ₹131 Cr (+21%), but EBITDA margin slipped to 10.2% from 11.1%. Management maintained 20–25% FY27 growth; margin commentary remains hedged.
Record Q2 revenue of ₹1,091.5 Cr (+32%) and PAT +52%, with EBITDA margin up to 19.4% on mix. Wage and freight costs were absorbed, but working capital and net debt rose with capex.
Record ₹2,900 Cr disbursement, AUM up 22%, standalone PAT ₹110.8 Cr. Credit cost 2.6%. Management downplays drought exposure of 3.6% of book.
Q2 revenue rose 7.8% to ₹633.2 Cr, but EBITDA margin fell about 270bps to 21.3%. H1 growth was only 3.9%, yet management targets about 10% FY27 growth while refusing margin guidance and hedging on FY28-29.
Q2 FY27 revenue ₹280 Cr (+43%) and EBITDA ₹94 Cr (+88%) were flattered by a ₹53 Cr one-time DCV milestone. Management sounds confident, but pricing and timing answers stayed unquantified.
Consolidated Q2 revenue ₹7,615 Cr (+23%), EBITDA ₹1,191 Cr (+29%), margin 15.6% vs 14.9%. Growth is solid, but Apollo Health Co's FY27 margin outlook was trimmed and management avoided explicit hospital growth guidance.
H1 FY27 revenue ₹219 Cr (vs ₹77 Cr) is 84% Q2-loaded; PAT ₹5.8 Cr, EBITDA margin 14.2%. Management declined any guidance, deflecting to an annual view.
Q2FY27 total income ₹1,135 Cr (+13% YoY), EBITDA ₹127 Cr (+52%), EBITDA margin 11.2% (+287 bps), PAT ₹41 Cr. India and Africa both grew, aided by a weak prior-year US tariff base.
Like-for-like growth ~20% and ex-IGI EBITDA margin 21%, yet H1 operating cash was negative; H2 cash recovery is the test.
H1 FY27 sales ₹3,800 Cr, about 40% of the ₹10,000 Cr FY27 target, which management reaffirmed. Q2 EBITDA margin was 18% versus 13% for H1. No YoY growth was quantified.
Q2 FY27 revenue Rs 5,542 Cr (+16.6% YoY), PAT Rs 721 Cr (+10.2%), profit-from-operations margin 17.0%. H1 revenue Rs 10,506 Cr (+13.1%). Growth broad-based across channels.
H1 FY27 revenue ₹1,213 Cr (+17% YoY), EBITDA ₹335 Cr (28% margin), PAT ₹172 Cr (+19%). Q2 revenue ₹659 Cr (+23%). Strategy: integrated CRDMO, larger strategic pharma engagements, ₹621 Cr H1 capex.