ALFA Finder| Revenue growth | Q2 +29.9% YoY; QoQ +3.3% |
|---|---|
| Margins | Consol EBITDA 42.0% vs 46.0% Q1, 34.5% Q2 FY26 |
| Demand visibility | Zambia coal external sales +41.4% QoQ on demand |
Growth
Q2 revenue +29.9% YoY, energy +34.4%, mining +33.1%. H1 revenue +14.2%, H1 PAT +27.7%. Standalone Q2 PAT -28.8% YoY.
Outlook
No numeric guidance given. MEL Phase II 300 MW commissioning targeted July 2027; sugar project construction on track.
Risks
Kwacha-driven forex loss; other expenses +63.5% YoY; Odisha Si Mn shutdown; Ferro Silicon sales -86.9% H1; ZESCO arrears.
Last quarter's promises, checked
Delivered
- Solar 100MW by end-Sep 26 → commissioned Sep 26 (= BEAT)
- Consol EBITDA 35-40% → 42.0% (= BEAT)
Partly delivered
- MEL Ph2 commission Q2 FY28 (~Jul 27) → still targeted Jul 27, not live (= PARTIAL)
- Sugar plant commission Q4 FY28 → construction on track, not live (= PARTIAL)
Missed
- Metals margin stable-to-up to FY-end → FeSi sales -86.9% H1, margin undisclosed (= MISS)
Investor Presentation filed with BSE, NSE: NAVA. Summary written with AI assistance from the document.
NAVA Ltd: key numbers
- Share price
- ₹552.95
- Market cap
- ₹15,667 Cr
- Revenue (annual)
- ₹4,291 Cr
- Net profit (annual)
- ₹786.7 Cr
- P/E (TTM)
- 20.7×Sector 21.7×
- 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 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.
NAVA Business Update
NAVA Limited announced a planned 30-day annual maintenance shutdown of its 150 MW Paloncha power plant. Normal operations are expected to resume within approximately 30 days.
NAVA Other Announcement
Nava Ltd disclosed that employee Bhagam Rama Rao acquired 10,000 equity shares via ESOP on 16-Oct-2026. This is a routine PIT Reg 7(2) compliance filing with no material corporate decision.