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Latest filing: 2026-08-13 17:49
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106% EBITDA Growth in Q1 FY27 Snapshot for Ambalal Sarabhai (Excl. One-offs)
Ambalal Sarabhai Enterprises reported a strong operational turnaround for the quarter ended June 30, 2026 (Q1 FY27). On a consolidated basis, total income grew 8% YoY to ₹45.59 Cr, while EBITDA surged 106% to ₹6.57 Cr when excluding a large one-time provision reversal from the previous year. Profit Before Tax (PBT) saw a substantial 263% increase to ₹4.68 Cr on a like-for-like basis. This indicates a significant expansion in operating margins from 7.6% to 14.4% YoY.
Confidence: HIGH
What changedThe company provided a 'Quarterly Snapshot' to clarify its core operational performance by stripping out a significant non-recurring income item from the previous year's base.
Why it mattersThe snapshot reveals that the core business is generating much higher operating profits than the previous year, which was previously obscured by a large one-time provision reversal.
Total Income (Q1 FY27): ₹45.59 CrEBITDA Growth (YoY): 106%PBT Growth (YoY): 263%EBITDA Margin: 14.41%One-time gain excluded (Q1 FY26): ₹6.65 Cr
📅 Short termPositive sentiment is expected as the market recognizes the strong underlying operational growth and margin expansion in the core business.
📈 Long termIf the company maintains double-digit margins, it could lead to a structural re-rating, though high debt and finance costs remain long-term monitoring points.
⚠ Risk flags
- High finance costs (₹4.26 Cr TTM) consume a large portion of PBT
- Significant dependency on traded goods (51.9% of revenue)
- Relatively low promoter holding at 31.4%
Key Highlights
Total Income (excluding other income) rose 8% YoY to ₹45.59 Cr from ₹42.05 Cr.
EBITDA jumped 106% to ₹6.57 Cr, representing an improved EBITDA margin of 14.41%.
Profit Before Tax (PBT) increased by 263% to ₹4.68 Cr on a comparable basis.
The comparison excludes a one-time gain of ₹6.65 Cr (provision reversal) recorded in the June 2025 quarter.
Operational performance shows significant improvement over the TTM OPM of 5.7%.
👀 What to Watch
Investors should monitor if the current EBITDA margin of 14.4% is sustainable or driven by a temporary shift in product mix, as the company historically faces high raw material and finance costs.
Q1 PAT at ₹3.98 Cr; Revenue Grows 8% YoY to ₹43.56 Cr
Ambalal Sarabhai Enterprises reported a consolidated revenue of ₹43.56 Cr for Q1 FY27, up 8% YoY. Net profit declined 51.6% YoY to ₹3.98 Cr, primarily due to a high base in Q1 FY26 which included a one-time 'Other Income' gain of ₹6.65 Cr from past obligations. The Electronics segment was the primary growth driver, increasing 23.2% YoY, while the core Pharmaceuticals segment remained stagnant. Operating performance was characterized by a significant inventory build-up of ₹8.87 Cr during the quarter.
Confidence: HIGH
What changedThe company has transitioned from a quarter inflated by one-time regulatory gains to a quarter driven by core operational growth in its Electronics division, despite a sharp QoQ decline in total revenue from ₹65.49 Cr in March 2026.
Why it mattersThe results highlight a shift in the business mix toward Electronics and a heavy reliance on traded goods (stock-in-trade), which accounts for over 50% of expenses, making margins sensitive to procurement costs.
Q1 Revenue vs TTM Revenue: 21.5%Electronics Segment Growth (YoY): 23.2%Consolidated PAT (Q1): ₹3.98 CrInventory Build-up: ₹8.87 CrFinance Costs: ₹0.98 Cr
📅 Short termThe stock may see neutral to slightly negative pressure due to the optical decline in YoY profits and the sharp QoQ revenue drop, although the core electronics growth is a positive underlying factor.
📈 Long termThe structural shift toward the Electronics segment provides diversification, but the company's overall low operating margins and high dependency on traded goods remain long-term challenges.
⚠ Risk flags
- High dependency on traded goods (stock-in-trade)
- Stagnant growth in the core Pharmaceuticals segment
- Significant QoQ revenue volatility
Key Highlights
Consolidated revenue from operations increased 8% YoY to ₹43.56 Cr from ₹40.34 Cr.
Electronics segment revenue grew 23.2% YoY to ₹18.33 Cr, now contributing 42% of total revenue.
Pharmaceuticals segment revenue remained flat at ₹25.26 Cr compared to ₹25.46 Cr in the previous year.
Net Profit fell to ₹3.98 Cr from ₹8.22 Cr YoY, largely due to the absence of a ₹6.65 Cr one-off gain recorded in Q1 FY26.
Significant inventory build-up of ₹8.87 Cr recorded in Q1 FY27 compared to a build-up of only ₹0.31 Cr in Q1 FY26.
👀 What to Watch
Investors should monitor the growth trajectory of the Electronics segment and the company's ability to pass on raw material costs in the Pharma segment, which currently shows stagnant top-line growth.
₹3.98 Cr Net Profit in Q1 FY27, Down 51% YoY on High Base and Pharma Margin Pressure
Ambalal Sarabhai Enterprises reported a consolidated net profit of ₹3.98 Cr for Q1 FY27, a 51.6% decline from ₹8.22 Cr in Q1 FY26. While revenue from operations grew 8% YoY to ₹43.56 Cr, the bottom line was severely impacted by a high base effect; the previous year's quarter included a one-time gain of ₹6.65 Cr in other income. The core Pharmaceutical segment saw EBIT margins nearly halve from 32.9% to 17.3%, although the Electronics segment showed improvement in both top and bottom lines.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results, showing a sharp decline in profitability compared to the previous year's exceptional quarter.
Why it mattersThe results highlight a significant margin contraction in the core pharma business and the company's reliance on non-operational income for profit spikes in the past.
Net Profit (Q1 FY27): ₹3.98 CrRevenue Growth (YoY): 8%Pharma EBIT Margin: 17.3%Inventory Build-up: ₹8.87 CrOther Income (YoY Change): -75.7%
📅 Short termThe stock may face downward pressure as the market reacts to the 50%+ drop in net profit and the sharp margin compression in the pharmaceutical segment.
📈 Long termThe company's shift toward electronics is providing some growth, but the low overall operating margins and high finance costs relative to profit remain long-term hurdles.
⚠ Risk flags
- Sharp margin contraction in core Pharmaceutical segment
- High inventory build-up (₹8.87 Cr) relative to quarterly revenue
- Finance costs consume ~21% of operating profit
Key Highlights
Consolidated Net Profit fell 51.6% YoY to ₹3.98 Cr from ₹8.22 Cr.
Revenue from operations increased 8% YoY to ₹43.56 Cr, led by Electronics growth.
Electronics segment revenue grew 23.2% YoY to ₹18.33 Cr with EBIT rising to ₹1.27 Cr.
Pharmaceutical segment EBIT dropped 47.7% YoY to ₹4.38 Cr despite stable revenue.
Significant inventory build-up recorded with a negative change in inventory of ₹8.87 Cr.
👀 What to Watch
Investors should monitor the Pharmaceutical segment's margin recovery and the liquidation of the ₹8.87 Cr inventory build-up in upcoming quarters. The high sensitivity to finance costs (₹0.98 Cr this quarter vs ₹4.68 Cr PBT) remains a key structural risk.
