| Management target | Revenue 10.0% FY28 |
|---|
| Revenue growth | Q2 revenue ₹594 Cr, +42% YoY, +18% QoQ; H1 +50%. |
|---|---|
| Margins | EBITDA margin 19.4% vs 20.7% YoY, 19.9% QoQ; commodity-driven. |
| Order book | ₹2,000 Cr, +93% YoY; about four quarters to execute. |
| Demand visibility | Domestic capex recovering; export order book at all-time high. |
| Management confidence | Balanced-optimistic; hedges margin ranges, avoids volume/price split. |
Growth
Q2 revenue ₹594 Cr (+42% YoY, +18% QoQ); H1 ₹1,097 Cr (+50%). EBITDA margin 19.4%, down from 19.9% QoQ.
Outlook
FY27 top-line growth 30-35% (H2 implied ₹1,200-1,300 Cr); EBITDA margin target ~20% (19-21% range); FY28 growth 10-15%.
Risks
Commodity-driven margin squeeze; 6-9 month price pass-through lag; ~₹2,500 Cr capacity ceiling; FY28 growth slowing to 10-15%.
Last quarter's promises, checked
Delivered
- Guided FY27 top-line growth 20-25% → H1 revenue +50% YoY (= BEAT)
- Guided net debt-negative → net cash ₹123 Cr (= BEAT)
Partly delivered
- Endorsed FY27 revenue ₹2,150-2,200 Cr → H1 ₹1,097 Cr; H2 implied ₹1,200-1,300 Cr (= PARTIAL, mid-year)
Missed
- Guided ~20% EBITDA margin (internal target) → Q2 19.4% (= MISS)
Earnings Call Transcript filed with NSE, NSE: LCL. Summary written with AI assistance from the document.
Lohia Corp Ltd: key numbers
- Share price
- ₹495.70
- Market cap
- ₹5,237 Cr
- Revenue (annual)
- ₹1,717 Cr
- Net profit (annual)
- ₹193.4 Cr
- Promoter holding
- 68.66%
- FII holding
- 2.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lohia Corp Ltd
All →Lohia Corp Investor Presentation: Key Takeaways
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.
Lohia Corp Results Update
Lohia Corp reported Q2 FY27 revenue up 42% to ₹594.3 crore and PAT up 48% to ₹77.7 crore via a press release. Order book stood at ₹1,993.6 crore as at 30 September 2026.
- Order book
- ₹1,994 Cr
Lohia Corp Management Change
Lohia Corp's Whole-time Director Rajendra Kumar Arya resigned, effective close of business 04 Nov 2026. He cited retirement from his professional career after about 35 years.
Lohia Corp Q2 FY27 Results: Net Profit ₹77.7 Cr, Up 48.3% YoY
Lohia Corp Ltd reported revenue from operations of ₹594.3 Cr (+42.0% YoY) and net profit of ₹77.7 Cr (+48.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹77.7 Cr · +48.3% YoY
Lohia Corp Capital Structure Change
Kotak Mahindra Mutual Fund bought 3,37,058 Lohia Corp shares in the open market, crossing 5% to 5.29%. The SAST 29(1) disclosure marks no promoter involvement.
Lohia Corp Other Announcement
Lohia Corp Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).