ALFA Finder| Revenue growth | ₹628 Cr, 2.1% YoY; manufacturing drove growth while EPC lagged weather-wise. |
|---|---|
| Margins | EBITDA margin 12.1% vs 13% YoY; H2 target 12.5-13%. |
| Order book | ₹2,543 Cr; roughly 1:1 split between manufacturing and EPC segments. |
| Demand visibility | Strong; driven by India's grid modernization and renewable energy capacity expansion. |
| Management confidence | Confident; pivoting from distribution grade products to specialized high-voltage transmission. |
Growth
Manufacturing revenue surged 29.9% YoY on high activity; total Q2 revenue grew 2.1% YoY to ₹628 Cr.
Outlook
EBITDA margins expected to stabilize at 12.5-13% in H2 FY27; ₹100 Cr deferred EPC revenue to recover.
Risks
EPC execution volatility due to weather; inventory levels temporarily elevated due to delayed project certification.
Last quarter's promises, checked
Delivered
- Repay ₹490 Cr debt via IPO → repaid ₹490 Cr in Q2 (= BEAT)
- Mfg revenue 'broadly stable' (Q1 ₹382 Cr) → +30% YoY (= BEAT)
Partly delivered
- ₹1,250 Cr HTLS bids, margin uplift 'next few quarters' → first Power Grid order, value undisclosed (= PARTIAL)
- ~₹40 Cr/yr interest saving → finance cost not disclosed; Q2 PAT ₹31 Cr vs Q1 ₹21 Cr (= PARTIAL)
- ₹90 Cr FG/WIP spike to 'gradually moderate' → inventory still elevated on delayed certification (= PARTIAL)
Missed
- Revenue growth 15–16% (5-yr CAGR basis) → +2.1% YoY to ₹628 Cr (= MISS)
- ₹800 Cr projects to convert to revenue → EPC −51% YoY, ₹100 Cr deferred (= MISS)
- EBITDA margin 'remain stable' (Q1 12.6%) → 12.1% vs 13% YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: LASERPOWER. Summary written with AI assistance from the document.
Laser Power and Infra Ltd: key numbers
- Share price
- ₹211.70
- Market cap
- ₹2,972 Cr
- Revenue (annual)
- ₹2,326 Cr
- Net profit (annual)
- ₹151.6 Cr
- Promoter holding
- 75.30%
- FII holding
- 2.45%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Laser Power and Infra Ltd
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Laser Power and Infra Management Change
Laser Power & Infra's board re-appointed Mr. Deepak Goel as CMD for five years from January 2027. Q1 FY27 financial results were also approved at the meeting.
Laser Power and Infra Results Update
Laser Power & Infra reported Q2 FY27 revenue of ₹6,282 Mn, up 2.1%. H1 FY27 PAT was ₹517 Mn.
Laser Power and Infra Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹6,282 mn (+2.1% YoY), EBITDA ₹759 mn (12.1% margin), PAT ₹306 mn (4.9%). H1 FY27 revenue ₹11,498 mn. Order book ₹25,426 mn.
Laser Power and Infra Q2 FY27 Results: Net Profit ₹30.2 Cr, Down 5.0% YoY
Laser Power and Infra Ltd reported revenue from operations of ₹628.2 Cr (+2.1% YoY) and net profit of ₹30.2 Cr (-5.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹30.2 Cr · -5.0% YoY
Laser Power and Infra Board Meeting Date
Laser Power & Infra will hold a board meeting on 12 November 2026 to consider unaudited results for the quarter ended September 2026. The trading window stays closed until 48 hours after the results are declared.