| Revenue growth | Standalone PAT grew 116%; consolidated impacted by non-cash tax adjustments. |
|---|---|
| Margins | EBITDA margins steady at 35-40% despite temporary tax adjustments. |
| Order book | 80-90% of ferroalloy production tied to long-term/fixed contracts. |
| Demand visibility | Strong domestic power demand; healthy long-term contracts with Japanese mills. |
| Management confidence | Confident, emphasizing strong liquidity and record dividend payout. |
Growth
Strong standalone PAT of ₹911 Cr; high cash generation from overseas buybacks and stable operations.
Outlook
Solar project commissioning July 2026; 300MW thermal expansion by January 2027; Avocado revenue peak $22M.
Risks
Currency volatility impacting deferred tax; domestic pricing pressure in ferroalloys due to surplus supply.
Earnings Call Transcript filed with NSE, NSE: NAVA. Summary written with AI assistance from 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.
More from NAVA Ltd
All →NAVA Promoter Selling (Off-Market)
Nava Ltd's promoter group member TRIVIKRAMA PRASAD PINNAMANENI HUF disposed of 1,01,000 equity shares via an off-market transfer. The disposal was executed under a partition deed to a relative.
NAVA Production Started
Nava Limited commissioned its 100 MW solar plant in Zambia, with grid power evacuation commenced. A 20-year PPA with ZESCO marks the group's renewable energy entry.
- solar capacity
- 100 MW
NAVA Promoter Buying: ₹0.83 Cr
Promoter Group entity AV Dwellings Private Limited purchased 15,000 equity shares of Nava Ltd via open market, valued at ₹0.83 Crore.
- Value
- ₹0.83 Cr
- Promoter stake change
- +0.01%
NAVA Promoter Buying: ₹0.55 Cr
AV Dwellings Private Limited, part of the promoter group, acquired 10,000 equity shares of Nava Ltd via market purchase. The transaction is valued at ₹0.55 Crore.
- Value
- ₹0.55 Cr
NAVA Promoter Buying: ₹0.28 Cr
Nava Ltd's promoter group, AV Dwellings Private Limited, acquired 5,000 equity shares via market purchase. The transaction is valued at approximately ₹0.28 Crore.
- Value
- ₹0.28 Cr
NAVA Promoter Buying (Off-Market)
Promoter Ashok Devineni acquired 54,83,220 shares (1.94% stake) via inheritance from Late D. Bhakata Priya, a promoter group member. The transaction was an off-market transmission.
- Promoter stake change
- +1.94%