5 Aug 2026

Q1 FY27 revenue up 71% YoY to ₹198 crore (+32% QoQ) with a 36.5% EBITDA margin and PAT up 46% to ₹28 crore, of which the Hobel Bellows business contributed ₹22 crore; a separate group post frames a micro gas turbine angle via its 30% stake in associate Dheya Engineering, where Unimech is said to hold exclusive manufacturing rights for the aero-engine products.

Q1 CDMO revenue jumped 82% YoY to ₹180 crore on a strong order book with deeper engagement from a major European CDMO customer, ₹125 crore of Phase-II cGMP4 capex due operational by Q4 FY27; separately signed an agreement with DRDO for an indigenous defence chemical manufacturing project.

Q1 FY27 revenue rose 56% YoY to ₹95.2 crore with EBITDA up 95% to ₹15.4 crore and net profit up 110% to ₹9.6 crore; the concall puts the order book at ₹456 crore (up about 32% YoY) and management is said to have raised its revenue growth guidance from 28–30% to over 30%, alongside a ₹50 crore capacity expansion and new branches.

Q1 FY27 revenue ₹4,303 crore, up 29% YoY and 6% QoQ, marking a 25th consecutive quarter of growth, with record total contract value of $1.15 billion including a strategic deal above $650 million; shareholders have approved the Nagarro takeover offer and a business combination agreement was signed. EBIT fell 12% QoQ to ₹581 crore.

A divergence worth watching: Q1 FY27 revenue rose only 6% YoY to ₹358 crore while EBITDA fell 10% and PAT fell 11% YoY (down 27% QoQ), and the stock gapped down 5% on weak results — yet the concall claims the company's largest-ever U.S. order and 23 new customer logos, and one broker keeps a 50% upside target while conceding growth is deferred to H2 FY27.

In a management interview the Joint MD puts the order book above ₹4,000 crore and targets double-digit growth in both domestic and international businesses, with margins said to recover progressively toward 12–13%, citing water infrastructure, defence, data centres, nuclear power and industrial demand as the drivers; a broker sees 19% upside while flagging temporary overseas headwinds.

Announced fresh orders worth ₹847 crore adding to the order pipeline; Q1 FY27 consolidated net profit rose 8.71% YoY to ₹1,054.34 crore but fell 52.62% QoQ, and one broker keeps a BUY with a ₹532 target calling the quarter largely in line.

Reported its highest-ever quarterly revenue at ₹145.97 crore, up 72.41% YoY, and is being positioned around an AI data-centre and liquid-cooling opportunity, with one group post claiming data-centre cooling capacity is expanding 150% from 6,000 to 15,000 skids.

Consolidated global order book crossed a record ₹25,750 crore (about $2.7 billion), the highest in the company's history and scheduled for execution across FY27 and FY28, helped by a ₹960 crore coated line-pipe order from its Little Rock, USA facility; separately completed the acquisition of an additional 51% of Welspun Captive Power Generation, lifting its total stake to 74%.

Q1 consolidated revenue grew 46% YoY to ₹10,589 crore with PAT up 32% to ₹349 crore; India revenue rose 38% to ₹8,503 crore on 28% same-store sales growth and roughly 34% B2C growth, with 12 new showrooms taking the India count to 354. Gross profit rose only 25% against 46% revenue growth.

Q1 FY27 revenue rose 37% YoY, significantly ahead of the industry, with about 7 percentage points coming from higher copper prices and the remaining 30 points from volume, higher content per vehicle and new model launches; the EV business contributed 8.5% of revenue. A broker sees 25% upside while flagging inflationary costs weighing on margins.

Reported record Q1 FY27 consolidated profit and declared a dividend; the stock gapped up 13.7% on the print and one group post ranked the quarter 'blockbuster' among its result scorecard.

Laid the foundation for a ₹1,116 crore forging unit — a large commitment relative to the company's roughly ₹2,900 crore market capitalisation as quoted in the same group post.

Approved a ₹250 crore aluminium fluoride plant and separately approved setting up a wholly-owned subsidiary for fertilizer innovation; the name also appears on a widely-forwarded list of likely beneficiaries of an agri-input policy move.

Won ₹1,063 crore of new orders including a major high-rise residential contract.

Q1 FY27 revenue grew 20.1% YoY with EBITDA up 90.3% and PAT up 122.8% on better realisations, healthy spreads and operational efficiency; production was 20,120 MT and yarn sales volume 20,492 MT versus 20,327 MT a year earlier — so essentially all the growth came from price and spread, not volume. The stock gapped up 12.3%.

Reported a record Q1 driven by the international business; separately an ET report said the company is eyeing a controlling stake in UK's largest port operator, Associated British Ports, to which the company responded that it does not comment on market speculation or rumours while saying it continuously evaluates opportunities.

Won a Juhu commercial redevelopment project; a separate group results scorecard credits the company with pre-sales up 567% YoY, collections up 115% and FY27 pre-sales guidance of ₹1,800–2,000 crore.

Reported its highest-ever quarterly profit with PAT above ₹300 crore, revenue above ₹900 crore and client assets past ₹5 lakh crore; wealth management revenue rose 19% YoY to ₹447 crore and MPIS net inflows hit a record ₹3,044 crore with those assets up 32% YoY. Board also approved investing up to ₹100 crore in its wholly-owned asset management arm.

Management expects India's biofuel push to accelerate on E20 rollout, E22–E30 BIS standards, flex-fuel vehicles and higher blending, and says its 1,300 KLPD dual-feed integration within a 2,000 KLPD installed capacity should drive a step-up; also outlined a sustainable aviation fuel opportunity. The stock gapped up 8.7% on results.

Formed a UAV joint venture with Japanese and European defence partners and says it will begin specialised UAV component production within 90 days. Note the roughly 90% single-day price print in the same week is an ISIN change and 10:1 stock split, not a collapse.

Q1 FY27 revenue up 31.1% YoY to ₹732 crore with PAT up 66.9% to ₹56.5 crore, though EBITDA margin was flat at about 13%; separately approved an 8 MW captive behind-the-meter rooftop solar plant costing up to ₹25 crore, phased 3.2 MW by FY28 and 4.8 MW by FY29.

Q1 FY27 revenue up 52.7% YoY to ₹408.9 crore with EBITDA up 130.4% to ₹69.1 crore, margin at 16.9% versus 11.2%, and PAT up 191% to ₹39.4 crore; management points to an improving fabric mix, green energy and Indian FTAs plus the UK CETA as export tailwinds.

Carried over — the same ₹2,205.23 crore HAL order for 122 AAAU units and 121 interface frames under the Uttam radar programme, already published on 31 Jul and 3 Aug. No new claim this run.

Carried over — the same ₹31,500+ crore integrated clean-energy investment plan spanning polysilicon-to-modules, solar glass and 20 GWh of BESS, already published on 3 Aug. No new claim this run.