| Revenue growth | 12.6% YoY consolidated; 20% YoY in manufacturing revenue. |
|---|---|
| Margins | EBITDA margin 11.5%; Gross profit margin improved 60 bps to 20%. |
| Order book | New 4W EV program won for 59 assemblies; 2.5GW solar tracker. |
| Demand visibility | Strong; secured new chassis and brake orders for Q4 FY27. |
| Management confidence | High; expanding into high-growth defense and renewable energy verticals. |
Growth
Revenue grew 12.6% YoY to ₹25,465 Mn; PAT increased 8.9% YoY to ₹1,216.7 Mn.
Outlook
Acquisition of Hyva India's tipper business (completion Q3 FY27) and expansion into solar tracker assemblies (2.5 GW annually).
Risks
EBITDA margin contracted 90 bps YoY to 11.5%, primarily due to higher employee and other costs.
Last quarter's promises, checked
Delivered
- Mid-teens revenue growth → delivered 12% (15% for FY26) (= BEAT)
- Stable EBITDA margins → delivered 12.1% for FY26 (= BEAT)
- Double 4W/CV business in 2 years → delivered 37% 4W & 35% CV growth (= BEAT)
Partly delivered
- Capex 6% to 6.5% of manufacturing revenue → delivered 6.5% (= BEAT)
- Aerospace revenue contribution 10%+ → currently in nascent acquisition phase (= PARTIAL)
Missed
- EBITDA margins to remain stable → delivered 11.5% (down 90 bps) (= MISS)
Investor Presentation filed with BSE, NSE: BELRISE. Summary written with AI assistance from the document.
Belrise Industries Ltd: key numbers
- Share price
- ₹247.00
- Market cap
- ₹23,889 Cr
- Revenue (annual)
- ₹9,509 Cr
- Net profit (annual)
- ₹496.9 Cr
- P/E (TTM)
- 47.1×Sector 32.1×
- Promoter holding
- 61.15%-5.31% QoQ
- FII holding
- 12.09%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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