Diamond Power Infrastructure Earnings Call Transcript: Key Takeaways
Diamond Power hit its first ₹1,000 Cr revenue quarter, exiting NCLT with a cleaned balance sheet and aggressive capacity expansion plans.
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Diamond Power hit its first ₹1,000 Cr revenue quarter, exiting NCLT with a cleaned balance sheet and aggressive capacity expansion plans.
Q2 revenue ₹37.97 Cr and PAT ₹3.60 Cr; H1 PAT ₹6.78 Cr, which management admits was below expectations. Proposed Softenger acquisition (~₹200 Cr revenue, ~₹36-38.5 Cr valuation) dominates; funding is undecided.
Q2 FY27 total income ₹65.5 Cr (+26% QoQ); PAT ₹64.7 Cr, boosted by ₹15 Cr tax reversal. H1 PAT ₹91.9 Cr (+48% YoY). Net worth ₹1,106 Cr, debt-free.
Chambal reports resilient profits despite volatile global input costs and El Nino-led weather disruptions.
Revenue grew 7.7% YoY despite Middle East supply chain disruptions. Management maintains a bullish 15-20% FY27 growth target backed by a record ₹716 crore order book.
Samhi Hotels delivered robust performance driven by high occupancy and asset scaling. Management remains highly optimistic about premiumization through upcoming flagship launches like W Hyderabad.
Metropolis delivered a robust 16% revenue growth, beating prior 12-13% organic guidance. Operating leverage is kicking in, with H1 margins expanding 190 bps despite heavy monsoon headwinds and no price hikes.
Q2 FY27 revenue flat at Rs 134.5 Cr and PAT flat at Rs 15.8 Cr. H1 FY27 revenue rose 6% to Rs 286.8 Cr and PAT rose 11% to Rs 34.5 Cr. Q2 EBITDA margin fell to 21.1% from 25.7%.
Q2FY27 revenue INR174.6Cr (+146.9% YoY), EBITDA INR45.3Cr (+108.6%), PAT INR18.4Cr (+86.8%). Pushes ResolX agentic AI and Resolution-as-a-Service; no numeric guidance.
H1 FY27 revenue ₹3,168.78 lakhs (+1.14% YoY), EBITDA ₹971.62 lakhs (30.66% margin), PAT ₹750.36 lakhs (+13.12%). Capacity expansion to 11,293 MTPA planned.
Q2/H1 FY27 deck discloses no P&L figures; highlights 3 GWh BESS capacity, Evolve IT acquisition, and a Q3 FY27 revenue inflection narrative.
Q2 FY27 net sales ₹77,855mn (+14% YoY); EBITDA ₹19,574mn, margin 25.1% (vs 31.3%); net income ₹11,553mn (-21.8% YoY). US pressured by competition/LOE.
Q2 FY27 record revenue ₹1,241 Cr (+23% YoY); EBITDA ₹101 Cr ex-one-off (+37%), margin 8.1%. Reported PAT ₹42 Cr, down 8%; ex-one-off up 42%.
Q2/H1 FY27 analyst meet: consolidated PAT and operating income both up about 8%, but regulatory-asset drag masks underlying growth. Capex range nudged up; work-in-hand ₹2.2 lakh Cr.
Q2 FY27 revenue INR 9,565m (+20% YoY, 10% CC); net income INR 792m (+139%); adjusted EBITDA margin 16.2% (+123 bps). H1 revenue INR 18,690m, net income INR 1,515m.
Consolidated Q2 FY27 revenue ₹27,794.81 Mn (+28.96% YoY), PAT ₹1,045.67 Mn (+16.46% YoY). H1 revenue +49.17%, PAT +71.58%. Frozen buffalo meat exporter with diversification.
H1 FY27 revenue ₹849 Cr (+40.3% YoY), PAT ₹159 Cr (+45.4%), EBITDA margin 30.1% (-261 bps). International share rose to 12.8%; Emerging revenue +92%.
Q2 FY27 net sales ₹135.2 Cr (+14.9%), PAT ₹17.3 Cr (+23.8%). H1 PAT ₹21.7 Cr, down 2.8% on cost pressure.
Consolidated sales rose 74.6% to ₹1,122.7 Cr, aided by the Comfort Click acquisition. Domestic grew 29.2% in Q2 but only 13.3% in H1. Management gave no Comfort Click margin figures when pressed.
Management reports record PAT of ₹129 Cr (+41% YoY) on 34% AUM growth, but added provisions overlays and stage 3 rose. Guidance was held with no upgrades, and NIM guidance was maintained despite rising funding costs.
Q2 FY27 revenue ₹555 Cr (+3.4% YoY), EBITDA ₹77 Cr (+24.2%), PAT ₹19 Cr vs prior loss. Gross margin up to 31.4%; express volumes down 4.7% YoY.
Q2 revenue rose 32% YoY to ₹277 Cr, but Q2 margin softened, Saudi ramp stalled, and FY27 guidance was reaffirmed, not raised.
Q2FY27 total income Rs148.7cr (+68% YoY), PAT Rs26.4cr (+146%), EBITDA margin 29.5%. H1 total income Rs290.5cr (+76%). FY27 revenue target ~Rs500cr.
H1 FY27 consolidated revenue ₹24,673.96 Lakhs (+42.06% YoY), EBITDA ₹2,331.03 Lakhs (+52.87%), EBITDA margin 9.45%. PAT ₹863.53 Lakhs, broadly flat. ₹114 Cr capacity expansion planned.
Q2 FY27 revenue +15.35% YoY to INR 22,429 Lakhs; EBITDA +27.39%, record 34.34% margin. H1 EBITDA INR 154 Cr; zero debt, cash INR 16,323 Lakhs.
Q2 FY27 revenue ₹295.4 Cr (+33.7%), PAT ₹81.2 Cr (+14.0%), EBITDA ₹124.0 Cr (+9.9%). H1 revenue ₹574.3 Cr (+36.6%), PAT ₹170.4 Cr (+28.2%). Record quarterly revenue.
Q2FY27 standalone income ₹1,136.5 Mn (-16.1% YoY); EBITDA up 9.5% to ₹112.6 Mn; PAT loss ₹38.8 Mn. Digital share of domestic revenue rose to 29.0%.
Q2 FY27 shows margin recovery: consolidated EBITDA margin 14.2%, Rapid Carry revenue ₹205 Cr. Jagriti PM4 startup slipped to December; promoter pledge and debt remain key overhangs.
Q2 FY27 revenue ₹2,624 Mn (+5.5% YoY), EBITDA ₹284 Mn (10.8% margin), PAT ₹12 Mn vs ₹163 Mn. H1 net loss ₹223 Mn; festive shift cited.
Q2 FY27 consolidated revenue Rs 826.2 Cr (+27% YoY), EBITDA Rs 137.9 Cr (16.6% margin, +370 bps), PAT Rs 82.8 Cr (+83%). Specialty chemicals nearly doubled; formulations grew 58%.