| Revenue growth | Q2 +42% YoY; H1 +50% YoY |
|---|---|
| Margins | Material margin 41.4% vs 45.3% YoY; EBITDA 19.4% |
| Order book | INR 19,936 Mn; +12% QoQ; export book at all-time high |
| Demand visibility | Order book INR 19,936 Mn, +93% YoY |
Growth
Q2 revenue +42% YoY and +18% QoQ; H1 revenue +50% YoY. Machine sales +44% YoY; aftermarket +16% YoY in Q2.
Outlook
No explicit company guidance given. Order book INR 19,936 Mn (+93% YoY). Strategy: high-performance fibre M&A and recycling expansion.
Risks
Material margin fell to 41.4% from 45.3% YoY on higher commodity prices. Overseas share dropped to 37% from 51%.
Last quarter's promises, checked
Delivered
- Guided FY27 revenue +20-25% → H1 revenue +50% YoY (= BEAT)
Partly delivered
- Exports stabilising ~50% of revenue → Q2 overseas share 37% (= PARTIAL; export order book at all-time high)
Missed
- Internal 20% EBITDA margin target → Q2 19.4% (= MISS)
- No margin hit from domestic mix → material margin 41.4% vs 45.3% YoY (= MISS)
- Net debt-negative company → net debt/equity 0.18x (= MISS)
Investor Presentation filed with NSE, NSE: LCL. Summary written with AI assistance from the document.
Lohia Corp Ltd: key numbers
- Share price
- ₹540.20
- Market cap
- ₹5,707 Cr
- Revenue (annual)
- ₹1,717 Cr
- Net profit (annual)
- ₹193.4 Cr
- Promoter holding
- 68.66%
- FII holding
- 2.54%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lohia Corp Ltd
All →Lohia Corp Results Update
Lohia Corp reported Q2 FY27 revenue up 42% to ₹594.3 crore and PAT up 48% to ₹77.7 crore via a press release. Order book stood at ₹1,993.6 crore as at 30 September 2026.
- Order book
- ₹1,994 Cr
Lohia Corp Management Change
Lohia Corp's Whole-time Director Rajendra Kumar Arya resigned, effective close of business 04 Nov 2026. He cited retirement from his professional career after about 35 years.
Lohia Corp Q2 FY27 Results: Net Profit ₹77.7 Cr, Up 48.3% YoY
Lohia Corp Ltd reported revenue from operations of ₹594.3 Cr (+42.0% YoY) and net profit of ₹77.7 Cr (+48.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹77.7 Cr · +48.3% YoY
Lohia Corp Capital Structure Change
Kotak Mahindra Mutual Fund bought 3,37,058 Lohia Corp shares in the open market, crossing 5% to 5.29%. The SAST 29(1) disclosure marks no promoter involvement.
Lohia Corp Other Announcement
Lohia Corp Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
Lohia Corp Annual Report
Lohia Corp filed its Annual Report for FY 2025-26, recapping business operations and financials. The filing contains no fresh transaction or material decision.