Q2 2026 Batliboi Ltd Earnings Call Transcript
Key Points
- Batliboi Ltd (BOM:522004) reported a significant increase in revenue from operations, growing from INR 121 crore in Q1 to INR 190 crore in the first half of FY26.
- The company's EBITDA improved substantially, reaching INR 11 crore in Q2 compared to INR 24 lakhs in Q1.
- Profit before tax showed a sharp turnaround from a loss of INR 3 crore in Q1 to a profit of INR 8 crore in Q2.
- The order backlog increased significantly to INR 621.44 crore by September 2025, up from INR 490.29 crore at the end of Q1.
- Batliboi Ltd (BOM:522004) is targeting revenue growth of 10% to 12% in both top-line and bottom-line for the entire year, indicating strong future performance expectations.
- The textile machinery division continues to face challenges due to tariff issues with the USA, demand recession in EU countries, and political uncertainty in Bangladesh.
- Despite the robust performance, the textile sector remains sluggish, impacting the overall growth potential of the textile machinery division.
- The company is cautious about margin fluctuations, indicating that gross margins may not improve substantially beyond the current levels.
- There is uncertainty regarding the execution timeline of the INR 621 crore order backlog, which could impact revenue realization.
- The company is still seeking suitable buyers for its four acres of land for sale, indicating potential delays in asset monetization.
Ladies and gentlemen, good day and welcome to the Batliboi Limited Q2 and FY26 earnings conference call. (Operator Instructions) Please note that, this call is being recorded.
I now hand the conference over to Ms. Saloni for the opening remarks. Thank you and over to you ma'am.
Good afternoon, everyone. On behalf of Batliboi Limited, I would like to welcome you to our earnings call to discuss the operational and financial performance for the second quarter and half year of financial year '26. The session is being hosted by Go India advisors.
Joining us from the management team are Mr. Nirmal Bhogilal, Chairman of Batliboi Limited; Mr. Sanjiv Joshi, Managing Director; Mr. Kabir Bhogilal, Executive Director; Mr. Kapil Arora, CFO and Mrs. Pooja Sawant, Company Secretary.
Please note that today's discussion may include certain forward-looking statements which are subject to various risks and uncertainties. I encourage participants to consider these factors when interrupting company development.
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