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Earnings Call

NAVA Earnings Call: Key Takeaways

Nava delivered a strong profit beat driven by high plant availability in Zambia, though domestic power segments face pricing headwinds.

Highlights
Revenue growthHealthy revenue growth with 83.5% QoQ net profit surge.
MarginsEBITDA margins expanded to 48.3% due to MEL normalization.
Demand visibilityStrong demand in Zambia; domestic demand visibility remains price-sensitive.
Management confidenceConfident in international assets; realistic about domestic power volatility.

Growth

Consolidated net profit rose 83.5% QoQ; Zambian operations (MEL) maintained 97% PLF with improved margins.

Outlook

300MW thermal and 100MW solar expansion in Zambia targeted for FY27-28 completion.

Risks

Domestic power exchange prices dropped 12%; ferro-alloy segment remains near break-even despite slight price recovery.

Source

Earnings Call filed with BSE, NSE: NAVA. Summary written with AI assistance from the document.

Read the document ↗

NAVA Ltd: key numbers

Share price
₹551.45
Market cap
₹15,623 Cr
Revenue (annual)
₹4,291 Cr
Net profit (annual)
₹786.7 Cr
P/E (TTM)
20.7×Sector 25.1×
Promoter holding
50.03%-0.08% QoQ
FII holding
10.22%Current quarter

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

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