Q3 2025 Blue Star Ltd Earnings Call Transcript
Key Points
- Blue Star Ltd (BOM:500067) reported a strong revenue growth of 25.3% for Q3 FY25, reaching INR2,807.36 crore compared to INR2,241.19 crore in the same quarter last year.
- The company achieved an operating profit growth of around 35%, with EBITDA margins improving to 7.5% from 6.9% in the previous year.
- The Room AC business continued its exceptional growth trajectory, benefiting from strong festive season demand and achieving a market share of 14%.
- Blue Star Ltd (BOM:500067) has a record high order book of INR6,801.99 crore as of December 31, 2024, indicating strong future business prospects.
- The company is focused on expanding its distribution footprint, investing in innovation, R&D, and digitalization, which supports its robust growth strategy.
- Blue Star Ltd (BOM:500067) faces supply chain restrictions and cost pressures due to raw material price increases and liquidity issues in the market.
- The commercial refrigeration segment experienced setbacks due to regulatory changes, impacting its performance in the first two quarters.
- The professional electronics and industrial systems segment saw a revenue decline of 22.1% in Q3 FY25, with challenges in MedTech and data security businesses.
- There are concerns about potential volatility in profitability due to adverse exchange rate movements and material cost fluctuations.
- The company is cautious about the impact of depreciation of the Indian rupee and potential supply chain disruptions due to high demand.
Ladies and gentlemen, good day. And welcome to the Blue Star Limited Q3 and nine months FY25 earnings conference call. We have with us today from the management, Mr. B. Thiagarajan, Managing Director, Blue Star Limited; and Mr. Nikhil Sohoni, Group Chief Financial Officer, Blue Star Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. B. Thiagarajan. Thank you and over to you, sir.
Well, thank you. Good morning, ladies and gentlemen. It's a pleasure addressing you today. I have with me, Mr. Nikhil Sohoni, our Group Chief Financial Officer. I am happy that we could close the quarter ending December 2024 on a high note once again and you may remember it is almost 12 consecutive quarters.
I believe we have delivered good results in quite a few quarters. We have even outperformed the market. I think Q3 FY25 with the revenue growth of 25% and an operating profit growth of around 35%. We would have done better than the market and
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