Senco Gold Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 2,059 Cr (+34% YoY), PAT Rs 87 Cr (+78%), EBITDA margin 4.4% (down from 6.9%). H1 revenue Rs 5,115 Cr (+52%). Growth driven by retail expansion and festive timing.
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Q2 FY27 consolidated revenue Rs 2,059 Cr (+34% YoY), PAT Rs 87 Cr (+78%), EBITDA margin 4.4% (down from 6.9%). H1 revenue Rs 5,115 Cr (+52%). Growth driven by retail expansion and festive timing.
Q2 FY27 consolidated revenue ₹685.3 Cr (+32.6% YoY), PAT ₹48.2 Cr (+47.5%), EBITDA margin 16.0%. Standalone revenue ₹172.9 Cr (+41.0%). Growth led by export watch components.
Q2 FY27 standalone revenue ₹2,608.27L (+0.6% YoY), EBITDA ₹630.39L (24.17% margin, +43%), PAT ₹246.15L (+39%). Consolidated PAT ₹273.63L (+34%).
Q2/H1FY27 consolidated revenue rose 8.4%/6.3% to ₹2,128/4,111 Mn, but PAT fell 17.9%/10.1%. EEI drives growth; HPDC is loss-making.
H1 FY27 revenue ₹885.01 Cr (-2% YoY), EBITDA ₹130.98 Cr, PAT ₹60.06 Cr (-37%). Q2 revenue ₹381.59 Cr, EBITDA margin 13.94%, PAT margin 5.29%. Kosi 2.2 GW G12R cell plant commencing.
H1 FY27 total income rose 27% to ₹682 Cr and EBITDA rose 17% to ₹119 Cr, but PAT fell to ₹32 Cr from ₹58 Cr. Management is defensive on margins and pivots to long-term 25% growth without granular numbers.
EBITDA rose 22% to ₹283 Cr at a 38% margin, but PAT fell to ₹92 Cr from ₹117 Cr on IPP depreciation and finance costs. Management deflected valuation and royalty questions and guided FY27 PAT to about ₹500 Cr.
H1 FY27 revenue from operations ₹34.2 Cr; order book ₹14 Cr plus ₹8 Cr pipeline. 80% of revenue from USA; asset-light engineering model, D/E 0.15x. Net profit and EBITDA not disclosed.
Q2 FY27: operating income ₹3,165.6Mn (-1.1% YoY), EBITDA ₹542.0Mn (17.1% margin), PAT ₹231.8Mn (+38.7% YoY). Strategy: capacity doubled to 1,650 TPD, derivatives and export expansion.
Q2 FY27 revenue ₹5,584 Mn (+19.5% YoY), but EBITDA fell 21% to ₹736 Mn, margin 13.2% (vs 19.9%). PAT ₹446 Mn, down about 24%.
Q2 FY27 revenue Rs459 Cr (+27% YoY) but PAT fell 67% to Rs3.24 Cr on cost pressure. H1 revenue Rs925 Cr (+26%). Strategy: TMA acquisition, Planetfirst merger, ZnO expansion, copper scrap entry.
JLR-led group revenue rose 34% YoY off a cyber-hit base, but EBIT margin fell to 1.1% from 2.4% QoQ amid ₹6,700 Cr exceptionals. JLR FY27 guidance was cut.
Q2 FY27 revenue was flat at +2.5% YoY, and EBITDA margin fell 479 bps to 10.6% on power, fuel and competition. Management reiterated 20-25% FY27 growth guidance without margin numbers, and H2 depends on welded capacity not yet commissioned.
Q2 FY27: operating revenue ₹11,549L (+11%), EBITDA ₹806L (7.0% margin vs 5.2%), PAT ₹352L vs ₹75L. H1 EBITDA fell 8% to ₹1,296L. No explicit guidance.
H1 FY27 revenue ₹21.17 Cr (+55.1%), EBITDA ₹6.52 Cr (+35.7%), PAT ₹3.97 Cr (+21.4%); Unit II commissioned; FY27 ~₹48 Cr target reiterated.
Q2 FY27 total revenue ₹650 Cr (+6.7% YoY), services ₹644 Cr (+16.2%), EBITDA ₹173 Cr (+24.8%) at 26.7% margin, PAT ₹81 Cr (+10.3%). Tech & Payments reached 20% of services.
Q2 FY27 revenue ₹496.3 cr (+30.5%), EBITDA ₹72.4 cr (14.6% margin), PAT ₹42.4 cr (+43%). H1 revenue ₹967.2 cr (+32%). Growth tied to CDMO and branded generics; Jammu ramp-up ongoing.
Q2 FY27 revenue Rs 3,687 Cr (+38.5% YoY), EBITDA Rs 268 Cr (7.3% margin), PAT Rs 37 Cr (+123.9%). H1 revenue Rs 7,022 Cr (+33.6%). Management targets 20%+ growth and doubled FY27 profits.
Natco delivered a solid performance with diversified growth in Brazil and South Africa, successfully offsetting the expected decline in Revlimid revenue.
Apex Frozen Foods reported 15% YoY Q2FY27 revenue growth driven by 14% volume increase. PAT declined 82% due to a one-time Rs 101 Mn provision for incremental Anti-Dumping Duty.
KNR reported mixed Q2FY27 results with Standalone Revenue down 3% YoY to ₹4,770 Mn, but PAT surged 906% to ₹2,808 Mn due to ₹2,925 Mn exceptional profit from HAM asset monetization.
Annu Projects reported H1 FY27 revenue of ₹35.65 Cr and EBITDA of ₹7 Cr (19.64% margin). Recently listed on BSE/NSE, the company focuses on telecom, sewerage, and gas infrastructure.
Q2 FY27 consolidated revenue ₹181.1 Cr, PBT ₹44.9 Cr (24.8%), PAT ₹32.5 Cr (18.0%); H1 PAT ₹54.9 Cr. Movies lead, YouTube/Netflix partnerships drive digital.
H1 FY27 revenue ₹15.15 Cr (+20.7% vs H2 FY26), PAT ₹3.84 Cr (+96.6% vs H2, +19.8% vs H1 FY26), EBITDA margin 29.6%. Debt-free with ₹26.6 Cr cash; PRO range live, skincare due December 2026.
Q2 FY27 revenue up 37% YoY but only 8.5% QoQ; management declined to quantify semicap, HVDC or JV revenue potential.
H1 FY27: Revenue ₹31.13 Cr (+16.07%), EBITDA ₹8.38 Cr (+15.60%), PAT ₹5.54 Cr (+22.00%). EBITDA margin 26.93%, PAT margin 17.78%. Manufacturing-led shift; ₹30.18 Cr YEIDA plant due Jan-27.
Q2 FY27 revenue ₹1,030 Cr (-0.5% YoY), EBITDA ₹144 Cr (+30%), margin 14.0% (+332 bps), PAT ₹62 Cr (+63%). Margin-led, steel mix-driven.
Q2 FY27 revenue Rs122.22 Cr (+17% YoY), PAT Rs4.37 Cr (+82% YoY), EBITDA margin 7.05%. CEO calls it the most profitable quarter to date. No explicit guidance given.
H1 FY27 revenue ₹2,739.8L (+35.8% YoY), EBITDA ₹567.2L (+51.1%), margin 20.7% (+210bps), PAT ₹444.1L (+34.6%). Own-brand share rose to 54.7%; BSE SME listing done.
Q2 FY27 consolidated revenue ₹502 Cr (+5%), EBITDA ₹88 Cr (+26%), margin 17% vs 15%, PAT ₹39 Cr. Print growth was offset by newsprint costs; Radio and Digital revenues fell sharply.