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Earnings Call

OBSC Perfection Earnings Call: Key Takeaways

OBSC Perfection reported 54% revenue growth in FY26, surpassing its 40% guidance. Strategy focuses on diversifying into Defense, Aerospace, and Medical sectors through integrated in-house processes.

Why this was an Alfa AlertREVENUE BEAT: Guided 40% growth, achieved 54% (a 35% beat over guidance). Management explicitly stated they surpassed guidance.
Highlights
Revenue growth54% YoY in FY26, exceeding 40% guidance.
MarginsTargeting 1% margin expansion through higher export mix.
Order book₹1,200cr total; ₹980cr automotive, ₹230cr non-auto.
Demand visibilityStrong; ₹1,200cr+ order book providing 5-7 year visibility.
Management confidenceHigh; citing strong order book and successful diversification.

Growth

FY26 revenue grew 54% with 19.5% EBITDA margins. Export sales increased by 50% and non-automotive revenue by 150%.

Outlook

Guided 40-45% revenue growth for FY27. Planning ₹15-20cr incremental capex and operationalizing mega factories in Sanand and Supa.

Risks

Geopolitical tensions in West Asia, rising commodity prices, and volatile shipping costs are primary headwinds.

Source

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

Read the document ↗

OBSC Perfection Ltd: key numbers

Share price
₹930.50
Market cap
₹2,539 Cr
Revenue (annual)
₹219.5 Cr
Net profit (annual)
₹27.01 Cr
P/E (TTM)
94.0×Sector 33.6×
Promoter holding
69.81%+0.00% QoQ
FII holding
0.64%Current quarter

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

More from OBSC Perfection Ltd

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18:24 IST NSE
Promoter Buying

OBSC Perfection Promoter Buying: ₹0.11 Cr

Promoter group member Uday Narang purchased 1,200 equity shares of OBSC Perfection Limited for ₹0.11 Crore. This insider trading disclosure confirms the open market purchase.

Value
₹0.11 Cr
Promoter stake change
+0.00%
17:54 IST NSE
Management Change

OBSC Perfection Management Change

OBSC Perfection Limited announced the resignation of Mr. Mudit Johri as Company Secretary and Compliance Officer, effective September 14, 2026.

14:47 IST NSE
Capital Structure Change

OBSC Perfection Capital Structure Change

OBSC Perfection allotted 14,39,600 equity shares at ₹601 each to two non-promoter investors, raising ₹86.52 Crore. Board approval followed EGM and NSE in-principle clearance.

Value
₹86.52 Cr
21:31 IST NSE
Partnership

OBSC Perfection Partnership

OBSC Perfection Limited signed a non-binding MoU with Aethrone Aerospace to explore a joint precision manufacturing facility in New Mexico, USA.

From
Aethrone Aerospace
Execution
36 months
20:36 IST NSE
Other Announcement

OBSC Perfection Other Announcement

OBSC Perfection Limited has informed shareholders about the availability of the Annual Report for FY 2025-2026 and the 10th Annual General Meeting notice on its website.

14:10 IST NSE
Business Update

OBSC Perfection Business Update

OBSC Perfection received AS9100D certification recommendation from TUV India for precision machined metal components. The aerospace certification strengthens its manufacturing credentials for reputed customers.