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Earnings Call Transcript

Olectra Greentech Earnings Call Transcript: Key Takeaways

Olectra delivered 66% YoY revenue growth in Q1 FY27, yet EBITDA margins faced pressure from raw material inflation and geopolitical shipping disruptions.

Highlights
Revenue growth66% YoY revenue growth to 575.5 Cr; 122% bus volume growth.
MarginsEBITDA grew 30% but pressured by 40-70% polymer cost inflation.
Order book8,000+ buses; recently became L1 for 155 Rajasthan buses.
Demand visibilityStrong; PM-e-Bus Sewa and state tenders providing multi-year pipeline.
Management confidenceConfident, focusing on next-gen platforms despite short-term supply chain turbulence.

Growth

Strong volume growth with 358 buses delivered vs 161 YoY; 122% volume growth despite supply chain headwinds.

Outlook

Targeting 2,500 bus deliveries for FY27; new generation bus and truck platforms launching in Q4.

Risks

Raw material costs surged 40-70% in insulators; order execution hinges on depot readiness and government infrastructure.

Source

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

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Olectra Greentech Ltd: key numbers

Share price
₹1,207.20
Market cap
₹9,909 Cr
Revenue (annual)
₹2,312 Cr
Net profit (annual)
₹177.5 Cr
P/E (TTM)
55.3×Sector 33.6×
Promoter holding
50.02%+0.00% QoQ
FII holding
7.95%Current quarter

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

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