Q1 2027 Anup Engineering Ltd Earnings Call Transcript
Key Points
- Record order book of INR985 crores with INR538 crores booked in FY27, including INR240 crores for FY28, marking the best-ever start to a fiscal year.
- Strong inquiry pipeline of INR1,100 crores, indicating robust demand and potential for further order intake of INR200-250 crores per quarter.
- Successful qualification and order wins for two critical proprietary licensed products for export markets, advancing the strategic focus on niche segments.
- Commencement of air-cooled heat exchanger manufacturing with an order from a German client, diversifying product portfolio and revenue streams.
- Substantial progress in thermal power business with order intake exceeding INR150 crores, and a net cash positive position with cash balance of INR45 crores against long-term debt of INR44 crores.
- Q1 FY26 revenue of INR125 crores was low due to delayed execution and milestone recognition, leading to EBITDA margin of only 7.4% (INR9.2 crores).
- Conservative FY27 guidance of 5-10% revenue growth and 15% EBITDA margin, reflecting ongoing cost pressures and fixed-price contract risks.
- Elevated input costs and supply chain disruptions due to geopolitical tensions and wars, impacting profitability and execution timelines.
- Interest costs nearly doubled year-over-year to INR1.61 crores in Q1, though expected to reduce in subsequent quarters.
- Order book skew towards second-half of the year, with longer lead-time items maturing later, causing uneven quarterly performance and potential execution risks.
Ladies and Gentlemen, Good day and welcome to the Q1 ended FY26 Earning Conference Call of the Anoop Engineering Limited.
(Operator Instructions)
I now hand the conference over to Mr. Reginaldo D'Souza, Managing Director and CEO of the company. After speech of Mr. Reginaldo D'Souza; Mr. Puneet Lalbai, Chairman and Non-Executive Director of the company will give insight of the company's performance.
Thank you and over to you sir.
Hello, everyone. Warm greetings to all members present on this call.
As you may be aware, we entered the year with a very uncertain and volatile global situation in terms of wars, critical theory disrupted for commercial trade impacting energy costs, disrupting supply chain and raising the input costs substantially. Necessitating a tough balance between execution and profitability.
As I mentioned during the last call, we delayed a new order intake last year to wait for relatively
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