ALFA Finder| 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
- ₹574.75
- Market cap
- ₹16,285 Cr
- Revenue (annual)
- ₹4,291 Cr
- Net profit (annual)
- ₹786.7 Cr
- P/E (TTM)
- 17.3×Sector 21.5×
- Promoter holding
- 50.03%+0.00% QoQ
- FII holding
- 9.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NAVA Ltd
All →NAVA Earnings Call Transcript: Key Takeaways
Record Q2 revenue of ₹1,252 Cr (~30% YoY) and PAT of ₹403 Cr, but management declined to guide numbers and operating margin reportedly fell to 38% from 43%.
NAVA Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹1,252 Cr (+29.9% YoY), EBITDA ₹561 Cr (42.0% margin), PAT ₹404 Cr (+127% YoY, 30.2% margin). Tax reversal aided PAT.
NAVA Results Update
Nava reports record Q2 revenue of ₹1,252 Crore and PAT up 127% YoY to ₹403 Crore. Its 100 MW Zambia solar project reached commercial operation.
- solar capacity commissioned
- 100 MW
NAVA Other Announcement
Nava Ltd's board recommended B S R and Co as statutory auditors for 2027–2032, succeeding Walker Chandiok & Co on term expiry. Subject to 55th AGM approval.
NAVA Q2 FY27 Results: Net Profit ₹403.4 Cr, Up 127.3% YoY
NAVA Ltd reported revenue from operations of ₹1,252 Cr (+29.9% YoY) and net profit of ₹403.4 Cr (+127.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹403.4 Cr · +127.3% YoY
NAVA Board Meeting Date
Nava Ltd intimated that its Board meeting is scheduled for 12 Nov 2026 to consider unaudited Q2 FY27 results. No financial figures or decisions are reported yet as the meeting has not been held.