Conference Call with Azad Engineering Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Industrial Machinery company Azad Engineering announced Q2FY26 results Revenue from Operations: Rs 1,426.7 million compared to Rs 1,114.1 million during Q2FY25, change 28.1%. EBITDA: Rs 513.8 million compared to Rs 397.9 million during Q2FY25, change 29.2%. EBITDA Margin: 36.0% for Q2FY26. PBT: Rs 468.1 million compared to Rs 299.4 million during Q2FY25, change 56.4%. PAT: Rs 330.0 million compared to Rs 210.7 million during Q2FY25, change 56.6%. Rakesh Chopdar Chairman & CEO, said: “Azad continues to demonstrate solid performance quarter after quarter, supported by a proven product portfolio that is consistently evolving to meet the high standards of our clients. Our performance in the second quarter of FY26 and the first half of FY26 has exceeded all previous benchmarks in terms of both revenue and profitability. Today, we have three customer-specific plants that showcase our ability to align closely with our global OEMs and scale with agility. These plants are aligned with our customers in the Energy and Oil & Gas space, resulting in a 35.7% growth in this segment’s revenues during H1FY26. Parallelly, the Aerospace & Defence segment registered a healthy 30.3% improvement on the back of the commercialisation of new products. Our orderbook position has further strengthened with the signing of Phase 2 of the Mitsubishi contract, which has a combined contract value of Rs 13,870 million. With this strong order book and a strategic plan for expansion, we anticipate even stronger performance in the second half of FY26 and remain confident in achieving our projected 25% to 30% topline growth for the year.” Result PDF
Industrial Machinery company Azad Engineering announced Q1FY26 results Revenue: Rs 1,345.1 million compared to Rs 984.1 millioon during Q1FY25, change 36.7%. EBITDA: Rs 485.1 million compared to Rs 330.5 millioon during Q1FY25, change 46.8%. EBITDA Margin: 36.1% for Q1FY26. PBT: Rs 424.3 million compared to Rs 243.7 millioon during Q1FY25, change 74.1%. PAT: Rs 299.9 million compared to Rs 171.3 millioon during Q1FY25, change 75.1%. PAT Margin: 22.3% for Q1FY26. Rakesh Chopdar Chairman & CEO, said: “We are encouraged by the strong momentum in our business during Q1FY26, as we delivered our highest-ever quarterly performance in both revenue and profitability terms. This achievement was primarily driven by a robust 41.7 % YoY growth in the Energy and Oil & Gas segment and a 26.3 % YoY increase in the Aerospace & Defence segment. The strong sales performance reflects the continued trust our customers place in our execution capabilities across key verticals. Our evolving sales mix, combined with operating leverage, contributed to a healthier margin profile during the quarter. FY26 will be a year of consolidation and stabilization, as we focus on systematically ramping up our new facilities to effectively serve our expansive orderbook exceeding Rs 60 billion. With strong execution, growing demand across sectors, and a healthy pipeline, the company is well-positioned to sustain its high-growth trajectory and reinforce its leadership position in the manufacturing sector.” Result PDF