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Earnings Call

Tirupati Forge Earnings Call: Key Takeaways

Tirupati Forge reported FY26 revenue of INR 1,659.4 Mn (+43% YoY) while commissioning a new high-margin defence manufacturing facility.

Highlights
Revenue growthFY26 revenue up 43% YoY to INR 1,659.4 Mn.
MarginsNear-term PAT pressure; long-term 40%+ EBITDA targeted for defence.
Order bookGrowing order book mentioned as revenue driver.
Demand visibilityStrong US market momentum and defence localization support.
Management confidenceConfident in defence as a long-term transformative growth driver.

Growth

FY26 Revenue INR 1,659.4 Mn vs INR 1,162.9 Mn; Q4 PAT INR 15.2 Mn vs INR 20.2 Mn QoQ.

Outlook

Defence vertical guided for INR 2,500 Mn annual revenue at full utilization with 40%+ EBITDA margins.

Risks

Geopolitical tensions impacting traditional business; temporary PAT compression from upfront capex/financing costs.

Source

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

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Tirupati Forge Ltd: key numbers

Share price
₹78.28
Market cap
₹1,018 Cr
Revenue (annual)
₹162.5 Cr
Net profit (annual)
₹6.30 Cr
P/E (TTM)
166.8×Sector 53.6×
Promoter holding
49.42%+0.41% QoQ
FII holding
0.76%Current quarter

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

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annual production capability
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Value
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