Q4 2025 Blue Star Ltd Earnings Call Transcript
Key Points
- Blue Star Ltd (BOM:500067) achieved a significant milestone with consolidated income surpassing INR 12,000 crores for the financial year ended March 31, 2025.
- The company reported a 40% growth in net profit before exceptional items, reaching INR 581 crores.
- The carry forward order book reached an all-time high of INR 6,263 crores, reflecting strong operational efficiency and a robust pipeline for future growth.
- The room air conditioner business experienced a landmark year with sales volume exceeding 1.53 million units, contributing to a 22.4% revenue growth in the unitary products segment.
- Blue Star Ltd (BOM:500067) has gained market share in the room air conditioner segment, with a 100 basis point increase, and continues to lead in tertiary sales across many markets.
- The commercial refrigeration business faced challenges due to regulatory changes and supply chain constraints, resulting in flat performance for the last quarter.
- April sales growth was below expectations, with only a 5% increase compared to the internal target of 25% to 30%, partly due to higher-than-expected inventory levels and sporadic rains.
- The professional electronics and industrial systems segment experienced a 19.2% decline in revenue for Q4 FY25, impacted by regulatory developments in the Med-Tech business.
- The company faces potential challenges from geopolitical developments, commodity price volatility, and supply chain disruptions, which could impact future performance.
- Despite strong revenue growth, the EBITDA margin for Q4 FY25 slightly decreased to 7% from 7.3% in the previous year, indicating pressure on profitability.
Ladies and gentlemen, good day, and welcome to Blue Star Limited Q4 and 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.
Good morning, ladies and gentlemen. It's a pleasure and privilege to address you this morning. I have with me Mr. Nikhil Sohoni, who is our Group Chief Financial Officer. And you have seen the results published yesterday after our Board meeting, both for Q4 and the full financial year. You might have noticed that the total income for -- that is a consolidated income for Blue Star for the financial year ended March 31, 2025, has crossed INR12,000 crores, and it is another landmark for the company.
The net profit before exceptional
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