Black Box Ltd (NSE:BBOX)

Q3 2026 Black Box Ltd Earnings Call Transcript

Feb 11, 2026 / 04:00 AM GMT

Release Date Price: ₹577.75 (-0.76%)

Transcript

Key Points

Positve

Black Box Ltd (BOM:500463) reported a revenue growth of 11% year-on-year and 5% quarter-on-quarter for Q3 FY26, reaching INR 1,660 crore.
The company has a strong order book with orders worth $626 million booked for the first nine months of FY26, and it is confident of achieving its FY26 order booking guidance of approximately $1 billion.
The order backlog is expected to exceed early estimates, reaching around $800 million by the end of March 2026, reflecting a 60% year-on-year growth.
Black Box Ltd (BOM:500463) secured multiple large data center orders and significant orders from the US public sector, an Indian internet company, and a prominent Australian bank, highlighting its expanding global footprint.
The company announced a strategic acquisition of Two University Technology in Brazil, expected to add INR 500 crore in revenues for FY27, enhancing its presence in Latin America.

Negative

The company faced extended project execution timelines due to industry-wide shortages of critical inputs like optical fibers and cables, impacting revenue realization.
Revenue guidance for FY26 has been revised downwards from INR 6,750-7,000 crore to INR 6,325-6,375 crore due to supply chain constraints.
EBITDA margins remained stable at 8.9% despite higher employee-related costs, indicating pressure on profitability.
Profit after tax for Q3 FY26 was impacted by a one-time exceptional charge of approximately INR 6 crore due to changes in employee benefit provisions.
The company acknowledged that the near-term revenue realization has been impacted by industry-wide supply and execution constraints, affecting its growth outlook.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BLAC.NS - Black Box Ltd
Q3 2026 Black Box Ltd Earnings Call
Feb 12, 2026 / 04:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q3 and 9 months F 26 earnings conference call of Black Box Limited. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinion, and expectations of the company as on the date of this call. These statements are not the guarantee of future performance and involve risk and uncertainties that are difficult to predict. As a reminder, all participants' lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being

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