| Revenue growth | 16.4% YoY |
|---|---|
| Margins | Operating EBITDA margin expanded 380bps YoY to 20.1% |
| Demand visibility | Healthy demand in key international markets despite Middle East headwinds |
| Management confidence | High; citing 'strong note' and 'profitable growth' |
Growth
Revenue grew 16.4% YoY to ₹1,033 Cr; PAT surged 40.9% YoY to ₹142 Cr.
Outlook
Focus on high-value plasticated LRPC and OceanFibre; ₹73 Cr capex this quarter for capacity expansion.
Risks
Geopolitical conflicts in Middle East impacting volumes; raw material price volatility (steel prices up 12% YoY).
Last quarter's promises, checked
Delivered
- Guided 20% min margin → delivered 20.1% (= BEAT)
- Guided H1 FY27 order book growth → delivered 16.4% rev growth (= BEAT)
- Guided pass-through of steel/freight costs → delivered 380bps margin expansion (= BEAT)
Partly delivered
- Guided 10-12% volume growth → delivered 19% in Wires but overall volume mix shift (= PARTIAL)
Investor Presentation filed with BSE, NSE: USHAMART. Summary written with AI assistance from the document.
Usha Martin Ltd: key numbers
- Share price
- ₹518.80
- Market cap
- ₹15,810 Cr
- Revenue (annual)
- ₹3,691 Cr
- Net profit (annual)
- ₹466.0 Cr
- P/E (TTM)
- 31.2×Sector 19.0×
- Promoter holding
- 40.28%-0.24% QoQ
- FII holding
- 15.10%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Usha Martin Ltd
All →Usha Martin Merger & Restructuring
Usha Martin Limited executed a Business Transfer Agreement to sell the business undertaking of its subsidiary, U M Cables Limited, to R R Kabel Limited.
Usha Martin Merger & Restructuring Worth ₹77 Cr
Usha Martin Ltd has approved the slump sale of its wholly-owned subsidiary's (U M Cables Limited) business undertaking to R R Kabel Limited for ₹77 Crore.
- Value
- ₹77.00 Cr
- From
- R R Kabel Limited
Usha Martin Promoter Selling: ₹10.64 Cr
Peterhouse Investments Limited, a promoter group entity, sold 200,000 equity shares of Usha Martin Ltd for Rs. 10.64 Crore via open market operations.
- Value
- ₹10.64 Cr
- Promoter stake change
- -0.06%
Usha Martin Other Announcement
Usha Martin Ltd has been assigned an ESG rating of 67.9 by SES ESG Research Private Limited, based on public data for FY 2025-26.
Usha Martin Promoter Selling: ₹1.19 Cr
Nidhi Rajgarhia, part of the Promoter Group, sold 24,000 equity shares of Usha Martin Ltd in the open market for Rs. 1.19 Crore.
- Value
- ₹1.19 Cr
Usha Martin Promoter Selling
Promoter Nidhi Rajgarhia sold 24,000 equity shares of Usha Martin Ltd in an open market transaction. The sale reduces her promoter stake in the company.
- Promoter stake change
- -0.01%