True Colors Investor Presentation: Key Takeaways
FY26 revenue INR 301.55 Cr (+29.2%), EBITDA INR 46.98 Cr (15.6%), PAT INR 31 Cr; H1 FY27 P&L not disclosed in slides.
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FY26 revenue INR 301.55 Cr (+29.2%), EBITDA INR 46.98 Cr (15.6%), PAT INR 31 Cr; H1 FY27 P&L not disclosed in slides.
H1 FY27 total income ₹234cr (+32.4% YoY) and PAT ₹118cr (+31.0% YoY). Net worth rose to ₹1,298cr after May 2026 amalgamation. Strategy spans broking, IB, AIFs and NBFC.
H1FY27 revenue Rs 19,095 Lakhs (+7% YoY), EBITDA Rs 2,738 Lakhs at 14% margin, PAT Rs 1,484 Lakhs (+365%). Strategy shifts toward hospital furniture and IBC.
Standalone H1 FY27 revenue ₹1043.14 Cr (-10.6%), EBITDA ₹47.52 Cr (-37.9%), PAT ₹5.06 Cr (-71%). Q2 PAT rebounded to ₹4.21 Cr on lower interest cost.
Q2FY27 consolidated revenue ₹3,795 Mn (+11.3% YoY), PAT ₹1,025 Mn (+10.0%); H1 PAT +32.3%. Strategy: monetise existing client base via MTF, wealth, NBFC and tech.
Q2/H1 FY27 deck lacks quarterly P&L. H1 FY27 sales: intermediates 19.1 lakh t, finished steel 8.4 lakh t, 77% carbon steel mix. FY31 target: ₹42,647 Cr revenue.
Q2FY27 consolidated revenue Rs 104.0 Cr (+16.2% YoY) with PAT loss Rs 7.0 Cr; EBITDA margin 7.6%. Standalone PAT Rs 8.9 Cr. Dahej capex (~Rs 265 Cr) capitalised; new specialty molecules ramping.
H1 FY27 revenue ₹16,941L (+91% YoY), Op. EBITDA ₹2,941L (17.4%), PAT ₹2,183L (+107%). Exports and non-automotive are scaling; capacity expansion is underway.
Record consolidated quarter, with HALS revenue doubling YoY. Standalone margins compressed as raw-material inflation could not be passed on to customers.
Q2 FY27 revenue Rs1,305Mn (+18.1% YoY), EBITDA Rs192Mn at 14.72% margin (+794bps YoY), PAT Rs89Mn (-15.2% YoY). MCC-led growth; Dahej-2 expansion fast-tracked.
H1 FY27 consolidated revenue ₹2,000.6 Mn (+80.2% YoY), EBITDA ₹141.0 Mn (7.0% margin), reported PAT ₹70.6 Mn (+206.7%). Order book ~₹4,910 Mn; D&B mix targeted to lift margins.
Q2 FY27 revenue ₹390.1cr (+23.1% YoY), EBITDA ₹59.6cr (15.3% margin, -201bps), PAT ₹32.1cr (+28.0%). H1 revenue +35.5%, PAT +40.4%. Record order book ₹3,197cr; pushing 400/765kV and backward integration.
Q2 FY27 standalone operating income ₹339 Cr (+24.6% YoY), PAT ₹163 Cr (+27.3%), EBITDA ₹233 Cr (+30.2%). Consolidated PAT ₹173 Cr (+46.6%).
Q2 FY27 consolidated revenue INR 3,543 Mn (-16.8% YoY), EBITDA margin 13.32%, PAT INR 336 Mn (-35.1%); H1 revenue +6.3% and PAT +19.5% on international strength; domestic weak.
Goodluck India reported strong volume-led growth across core engineering segments while aggressive expansion into high-margin defense and aerospace continues.
Q2 FY27/H1 FY27: consolidated PAT ₹6,103 Cr (+39%), AUM ₹2,09,317 Cr (+42%). Gold loan dominant; subsidiaries scaling, Muthoot Money AUM +99%.
Q2 FY27 consolidated revenue Rs 2266 Cr (+11%), EBITDA Rs 390 Cr (+15%, 17.2% margin), PAT Rs 53 Cr (+126%). Store expansion accelerating; Emerging business +27%.
Q2 FY27 revenue Rs985.2 Cr (+29.6% YoY), EBITDA Rs175.5 Cr at 17.81% margin, PAT Rs88.7 Cr (+154.9%). Record quarter; fabric capacity ramp underway.
Q2FY27 consolidated revenue ₹387.2 Cr (+35.5% YoY), EBITDA margin 10.88%, PAT ₹24.1 Cr (+56% YoY). Strategy centres on the ₹338 Cr copper clad laminate (CCL) electronics entry.
Q2 FY27 consolidated revenue ₹2,145mn (+16% YoY), EBITDA ₹721mn (+20%, 34% margin), PAT ₹512mn (+14%). H1 revenue +10%, PAT +5%. Industrial bio-processing and animal nutrition lead growth.
Q2 FY27 standalone revenue ₹795 Cr (+40.1% YoY), EBITDA ₹114.9 Cr (14.4% margin), PAT ₹65 Cr (+116.8%). H1 revenue ₹1,551 Cr (+38.6%). Pivoting to high-value APIs with ₹495 Cr capex plan.
Q2 FY27 consolidated Total Income Rs 16,746 Mn (+61% YoY), PAT Rs 1,623 Mn (+14%); H1 Total Income +56%. Acquisition finance costs dampen bottom line. Rs 10,000 Mn QIP completed.
Q2 FY27 revenue ₹428.2 Cr (+10.7% YoY), EBITDA margin 12.6%, PAT ₹31.9 Cr vs prior loss. Jammu plant live; premiumisation and alkaline push.
Revenue grew 33.7% YoY to ₹255 Cr, but EBITDA margins compressed from 25.2% to 21.2% due to acquisitions and front-loaded employee costs for upcoming capacity.
Q2 FY27 consolidated revenue ₹299 Cr (+22% YoY), PAT ₹56 Cr (+0.5%), EBITDA margin 31.2% (vs 36.4%). HALS-led growth; margins hit by geopolitical headwinds.
Q2FY27 consolidated sales ₹115.0 Cr (+7.6%), EBITDA ₹11.0 Cr (+29.4%), PAT ₹5.3 Cr (+86.3%). Standalone PAT fell 16.9% on input costs.
Q2 FY27 revenue flat YoY at ₹15.01 Cr; EBITDA ₹1.66 Cr (11.05% margin); PAT ₹0.74 Cr, down 13% YoY. Net order book ₹141.41 Cr.
Q2 FY27 PAT ₹6,532 Cr (+38.8% YoY) includes ₹349 Cr NSE-stake gain and is cushioned by ₹1,300 Cr NPA and ₹300 Cr contingency provisions. Growth is flattered by FCNRB inflows.
Consolidated revenue ₹429 Cr (+10% YoY) with 37% EBITDA margin, but paying suppliers fell 615 QoQ on Silver churn; management gave no churn timeline and admits 10-15% enquiry loss.
IOCL reported a major profit turnaround driven by massive inventory gains of ₹6,948 Cr despite geopolitical volatility. Management successfully diversified crude sourcing to mitigate shipping risks.