ALFA Finder| Revenue growth | Q2 ₹29.2 Cr; H1 +73% YoY; lumpy charter-driven, not structural. |
|---|---|
| Margins | ~26% now vs ~36% last year; fuel-inclusive charters compress. |
| Order book | ~₹350 Cr order book; no execution ratio or peer comparison given. |
| Demand visibility | Order book ~₹350 Cr; shift to multi-year contracts; Q2 monsoon slump. |
| Management confidence | Balanced-to-defensive: reiterates ₹120 Cr guidance without H2 figures. |
Growth
H1 revenue ₹60.4 Cr (+~73%), EBITDA +31%, PAT +73%; growth lumpy, offshore ~82% of Q2 revenue.
Outlook
Reiterated ₹120 Cr revenue guidance; H2 'stronger' but no figure; sustainable EBITDA margin 30-35%.
Risks
Margin compression (36%→26%) from fuel-inclusive charters; ~90% government-dependent; crew cost gap ~30% vs foreign flags.
Earnings Call Transcript filed with NSE, NSE: SADHAV. Summary written with AI assistance from the document.
Sadhav Shipping Ltd: key numbers
- Share price
- ₹115.50
- Market cap
- ₹186.3 Cr
- Revenue (annual)
- ₹97.55 Cr
- Net profit (annual)
- ₹14.72 Cr
- P/E (TTM)
- 12.7×Sector 29.0×
- Promoter holding
- 61.78%+0.00% QoQ
- FII holding
- 8.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sadhav Shipping Ltd
All →Sadhav Shipping Investor Presentation: Key Takeaways
H1 FY27 revenue ₹60.43 Cr (+73% YoY), PAT ₹7.2 Cr (+73%). Q2 revenue ₹29.21 Cr with 29% EBITDA margin. Growth led by offshore logistics and new marine contracts.
Sadhav Shipping Results Update
Sadhav Shipping reported Q2 FY27 net profit of ₹3.8 Crore on revenue of ₹29.2 Crore. The company secured a 120-day charter contract from Lamprell Energy and announced strategic collaborations.
- Order book
- ₹365.0 Cr
Sadhav Shipping Other Announcement
Sadhav Shipping Limited reported zero deviation in the utilization of funds raised through its preferential issue. The company has utilized Rs. 19.25 Crore towards loan repayment, capital investment, and working capital.
- Value
- ₹19.25 Cr
Sadhav Shipping H1 FY27 Results: Net Profit ₹7.2 Cr, Up 71.4% YoY
Sadhav Shipping Ltd reported revenue from operations of ₹60.4 Cr (+72.6% YoY) and net profit of ₹7.2 Cr (+71.4% YoY) for H1 FY27.
- Key figure
- Net profit ₹7.2 Cr · +71.4% YoY
Sadhav Shipping Debt & Borrowing: ₹10 Cr
Sadhav Shipping approved a Rs. 10 crore term loan from Bajaj Finance Limited, secured against vessel AHTS Saroja Blessing. It carries 9.75% interest over 48 months.
- Value
- ₹10.00 Cr
- Execution
- 48 months, including a 3-month moratorium
Sadhav Shipping Credit Rating
CARE Ratings has reaffirmed the long-term and short-term credit ratings for Sadhav Shipping Limited's bank facilities. The company disclosed the reaffirmation and updated facility limits.