| Revenue growth | Q2 sales +6.2% YoY; H1 sales +9.3% YoY |
|---|---|
| Margins | EBITDA margin 32.5% vs 37.8% YoY; Q1 was 36.4% |
| Order book | Rs1,071 Cr as at 1 Oct 2026 |
| Demand visibility | Order book Rs1,071 Cr as at 1 Oct 2026 |
Growth
Q2 total income from operations Rs1,113 Cr, +6.2% YoY; volumes sold 61,508 MT, -2.6%. PAT down 10% on margin compression.
Outlook
No explicit guidance. Order book Rs1,071 Cr (1 Oct 2026); H1 capex Rs86 Cr; installed capacity 4,36,000 TPA; no new capex plans disclosed.
Risks
EBITDA margin down about 530bps to 32.5%; receivable days up to 87 from 72; Others segment volumes down 12%.
Last quarter's promises, checked
Delivered
- Op. margin guided 20-22% → EBITDA margin 32.5% (= BEAT; definitions differ, EBITDA vs 'operating')
Missed
- FY27 capex guided INR350-400 Cr, exact figure promised for Q2 → H1 capex Rs86 Cr, no revised FY figure (= MISS)
- Exact FY27 tonnage guidance promised 'after one more quarter' → no explicit guidance this quarter (= MISS)
Investor Presentation filed with BSE, NSE: AIAENG. Summary written with AI assistance from the document.
AIA Engineering Ltd: key numbers
- Share price
- ₹3,410.00
- Market cap
- ₹31,822 Cr
- Revenue (annual)
- ₹4,420 Cr
- Net profit (annual)
- ₹1,270 Cr
- P/E (TTM)
- 25.1×Sector 51.7×
- Promoter holding
- 58.50%+0.00% QoQ
- FII holding
- 16.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from AIA Engineering Ltd
All →AIA Engineering Q2 FY27 Results: Net Profit ₹249.4 Cr, Down 10.1% YoY
AIA Engineering Ltd reported revenue from operations of ₹1,113 Cr (+6.2% YoY) and net profit of ₹249.4 Cr (-10.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹249.4 Cr · -10.1% YoY
AIA Engineering Credit Rating
CRISIL reaffirmed AIA Engineering's bank-facility ratings at Crisil AA+/Stable long-term and Crisil A1+ short-term. The reaffirmation covers total bank loan facilities of 860 Crore.
AIA Engineering Board Meeting Date
AIA Engineering will hold a board meeting on November 3, 2026 to consider unaudited financial results for the quarter and half year ended September 30, 2026. The letter is a prior intimation under Regulation 29.
AIA Engineering Other Announcement
AIA Engineering Limited received ESG ratings from CRISIL ESG Ratings & Analytics Limited. The company was assigned a 'CRISIL ESG 60' and 'CRISIL Core ESG 63' rating.
AIA Engineering Management Change
AIA Engineering shareholders approved the re-appointment of Mr. Bhadresh Kantilal Shah as Managing Director for a five-year term, effective October 1, 2026.
AIA Engineering Annual General Meeting
AIA Engineering held its 36th Annual General Meeting on September 15, 2026. Shareholders transacted routine business, including the approval of financial statements and dividend declaration.