Salzer Electronics Earnings Call Transcript: Key Takeaways
Revenue surged 38.4% YoY, but margins faced severe compression from volatile raw material costs (copper/silver).
- Call
- Guides 30% growth
ALFA Filings
Every announcement, straight from the exchange
Every earnings call announcement on NSE and BSE that our alert engine sent, newest first. Each one has its own page with the summary, the key figures and the original filing.
Time
3,013 announcements with these filters
Revenue surged 38.4% YoY, but margins faced severe compression from volatile raw material costs (copper/silver).
Q2FY27 revenue ₹229.0 Cr (+38.7% YoY), EBITDA ₹22.4 Cr (9.8% margin, +380bps), PAT ₹12.4 Cr vs ₹3.2 Cr. Premium mix and cost discipline drove margin expansion; net cash position maintained.
NPST delivered record quarterly income, successfully transitioning from licensing to a TSSP-led model with significant global contract wins.
Q2 FY27 consolidated revenue ₹1,539 cr (+15% YoY), EBITDA ₹229 cr (+18%), PAT ₹113 cr (+25%). H1 revenue ₹3,050 cr (+8%); order book ₹22,711 cr.
Veranda reports profitability turnaround post-demerger of commerce business, focusing on government test-prep and managed schools.
Strong H1 performance driven by volume growth and value-added product mix despite freight headwinds.
Consolidated revenue ₹50,105 Cr (+26% YoY), EBITDA ₹6,513 Cr (+25%), adjusted PAT ₹536 Cr (vs ₹595 Cr). Growth led by cellulosic fibres, paints, B2B and financial services.
Q2 FY27 consolidated revenue ₹539 Cr (+79% YoY), but EBITDA ₹65 Cr (-6%), margin 12% vs 23%, and PAT ₹27 Cr (-25%). H1 revenue ₹1,058 Cr.
Q2 FY27 total income ₹741 Cr (+16%), EBITDA ₹283 Cr (+22%, 38% margin), PAT ₹92 Cr (-21%). Capacity 8.33 GW; IPP and BESS expansion continues.
Q2 FY27 consolidated revenue ₹11,079 Mn (+31%), EBITDA ₹1,814 Mn (+63%), PAT ₹1,585 Mn (+52%). Debt-free; scaling data centres alongside power EPC.
Q2FY27 consolidated PAT ₹193 Cr (+50% YoY); operating business PAT ₹190 Cr (+72%). H1 PAT ₹315 Cr (+61%). Net debt down 26% YoY to ₹8,435 Cr. Alts listed; Carlyle became Nido's majority investor.
MM Forgings delivered strong Q2 volume growth but faces execution risks with a delayed heavy press and rising debt.
Q2 FY27 revenue Rs789 Mn (+38.7% YoY), EBITDA Rs105 Mn (13.31% margin, -163 bps YoY), PAT Rs63 Mn (+34.0% YoY). Strategy: exports, premiumisation, licensed brands, GenAI tech.
H1-FY27 revenue INR 1,387Mn (+216.7% YoY), PAT INR 91Mn (+127.5%), EBITDA margin 9.52% (-349 bps). Order book INR 2,203Mn; 197MW+ solar portfolio.
Q2/H1 FY27: H1 PAT ₹31.71 Cr (+66.35%), revenue ₹192.41 Cr (+31.5%), AUM ₹1,843.89 Cr (+33%). NIM 11.28%, CRAR 22.95%, GNPA 1.75%.
Q2FY27 net revenue ₹2,716 Mn (+7% YoY), but EBITDA ₹177 Mn (-26%) and PAT ₹80 Mn (-43%) on raw material inflation. IMFL(P) revenue rose 39%.
Q2FY27 revenue INR 50.6 Cr (+17% YoY), EBITDA INR 12.7 Cr (25% margin, +28%), PAT INR 13.4 Cr including a tax credit. Government Test Prep led growth.
Q2 FY27 consolidated revenue ₹1,210 Cr (+45.1% YoY), PAT ₹82 Cr (+121.7% YoY), EBITDA margin 15.6%. Growth driven by NPC (KSA) consolidation and capacity expansion.
Tarsons delivered record quarterly revenue but gross margins are under severe pressure from surging crude-linked raw material costs.
Q2 FY27 standalone revenue Rs 2,269 Cr (+65% YoY), PAT Rs 286 Cr (+53%), EBITDA margin 13.6%. H1 PAT Rs 508 Cr (+56%). Net-zero debt balance sheet.
Q2 shows sharp recovery after Q1 disruptions, but profits and margins remain significantly lower YoY.
Viceroy reports strong operational recovery led by Courtyard's relaunch, despite Marriott renovation headwinds.
Q2 revenue ₹719 Cr (+72.6% YoY) and H1 PAT ₹76.4 Cr (+103.8%), but H1 operating cash flow was negative ₹45.7 Cr on inventory build. Dealer (B2C) sales fell 19% YoY in Q2 per CFO.
H1 FY27 revenue ₹198.4 Cr (+72.1% YoY), PAT ₹20.5 Cr (+45.8%), EBITDA margin 14.47% (down 298 bps YoY). Listed on NSE EMERGE 22 Oct 2026; order book ₹411.8 Cr.
Bondada delivers strong H1 execution with 16% revenue growth, pivoting toward high-margin battery storage and defense segments.
Yatra is pivoting towards higher-margin air and hotel segments to offset a sharp 63% YoY decline in its MICE business due to geopolitical disruptions.
Q2 FY27 revenue INR187.5 cr (+3.4% YoY), EBITDA INR20.8 cr (11.1% margin), PAT INR13.3 cr. H1 revenue INR370.2 cr (+30.4%). FY27 guidance of 20-25% revenue growth and 12-14% EBITDA margin maintained.
H1-FY27 revenue ₹7,295 Mn; EBITDA margin 13.36%. Cement is ~84% of the mix. Backward integration via limestone and power, plus a ₹987 Cr renewable project.
TDPS delivered stellar Q2/H1 performance with revenue surging 91% YoY, driven by global data center demand and industrial steel cycle.
Oil India delivered record half-yearly profits fueled by 20% crude production growth, offset by high one-time exploration write-offs from offshore wells.