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Latest filing: 2026-08-05 17:09
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Note: These are AI-generated, educational summaries of public NSE
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₹18.42 EPS in Q1 FY27; ACGL Reports 51% YoY Drop in Profit as Margins Contract
Automobile Corporation of Goa (ACGL) reported a weak Q1 FY27, with total income declining 3.1% YoY to ₹252.71 crore. Profitability was severely impacted as EBITDA margins nearly halved to 6.69% from 12.35% in Q1 FY26. Net profit fell to ₹11.22 crore from ₹23.07 crore YoY, primarily due to lower international business volumes caused by geopolitical tensions in the Middle East. While domestic business remained stable, the sharp contraction in margins and export volumes represents a significant quarterly setback.
Confidence: HIGH
What changedACGL experienced a significant drop in profitability and margins in Q1 FY27, breaking the trend of stronger performance seen in FY26.
Why it mattersThe company has high client and segment concentration (90% revenue from buses); the decline in high-margin international volumes directly impacts the bottom line and highlights geographical risk.
Total Income (Q1 FY27): ₹252.71 crEBITDA Margin: 6.69%Net Profit (Q1 FY27): ₹11.22 crBus Bodies Delivered: 2,712 unitsFinal Dividend (FY26): ₹22.50 per share
📅 Short termThe stock may face downward pressure in the short term due to the significant earnings miss and margin compression.
📈 Long termLong-term prospects depend on the stabilization of the Middle East market and the successful execution of the EV bus body strategy to offset traditional segment volatility.
⚠ Risk flags
- Geopolitical risk impacting export volumes
- High segment concentration (90% revenue from buses)
- Commodity price volatility affecting margins
Key Highlights
Total income decreased to ₹252.71 crore, a 3.08% decline compared to ₹260.75 crore in Q1 FY26.
EBITDA margin contracted sharply to 6.69% from 12.35% in the corresponding quarter of the previous year.
Bus body deliveries fell to 2,712 units from 2,784 units YoY, driven by lower international demand.
Profit Before Tax (PBT) dropped 50.8% YoY to ₹15.19 crore from ₹30.90 crore.
Earnings Per Share (EPS) for the quarter stood at ₹18.42, down from ₹37.90 in Q1 FY26.
👀 What to Watch
Investors should monitor the recovery of export volumes in the Middle East and the company's progress in the EV bus body segment. The ability to stabilize margins amidst commodity price volatility will be a key metric to watch in the upcoming quarters.
50.8% QoQ PBT Drop: ACGL Q1 FY27 Results Show Sharp Margin Contraction
Automobile Corporation of Goa Ltd (ACGL) reported a weak Q1 FY27 with total income of ‡252.71 Cr, down 3% YoY and 8.5% QoQ. Profitability was severely impacted as EBITDA margins nearly halved to 6.69% from 12.35% in the year-ago quarter. The company delivered 2,712 bus bodies, a slight decline from 2,784 YoY, primarily due to geopolitical tensions in the Middle East affecting international volumes. Tata Motors remains the dominant customer, contributing over 92% of the total revenue for the quarter.
Confidence: HIGH
What changedACGL's Q1 FY27 results show a significant deterioration in operational profitability, with EBITDA margins falling to 6.69% and PBT dropping by over 50% on a sequential basis.
Why it mattersThe sharp margin contraction indicates rising costs or pricing pressure that the company was unable to pass through. The extreme dependency on Tata Motors (92% of revenue) remains a structural concentration risk.
Q1 FY27 Total Income: ‡252.71 CrEBITDA Margin: 6.69%PBT Growth (QoQ): -50.84%Tata Motors Revenue Share: 92.3%Final Dividend per Share: ‡22.50
📅 Short termThe stock may face downward pressure in the short term due to the significant earnings miss and margin compression reported in the Q1 results.
📈 Long termLong-term prospects depend on the successful ramp-up of EV bus body manufacturing and diversification of the client base to reduce the 92% dependency on Tata Motors.
⚠ Risk flags
- Extreme client concentration (Tata Motors >90%)
- Geopolitical risks affecting international business volumes
- Significant volatility in EBITDA margins
Key Highlights
Total income for Q1 FY27 stood at ‡252.71 Cr, a 3.08% decline compared to the preceding quarter (‡276.30 Cr).
EBITDA margin contracted sharply to 6.69% from 12.35% in Q1 FY26 and 11.05% in Q4 FY26.
Profit Before Tax (PBT) fell 50.84% QoQ to ‡15.19 Cr from ‡28.99 Cr in the previous quarter.
Bus body deliveries decreased to 2,712 units from 2,784 units in the corresponding quarter of the previous year.
Tata Motors contributed ‡233.36 Cr to the revenue, representing approximately 92.3% of total income.
👀 What to Watch
Investors should monitor the company's ability to recover margins and the impact of Middle East geopolitical issues on export volumes. Watch for progress in the EV bus body segment which is a key long-term growth driver.
Rs 22.5 Dividend Approved at 46th AGM of Automobile Corporation of Goa
Automobile Corporation of Goa Ltd (ACGL) concluded its 46th Annual General Meeting on July 22, 2026, where shareholders approved a final dividend of Rs 22.5 per equity share (225% of face value). The company reported a TTM revenue of Rs 933 Cr and a PAT of Rs 70 Cr, maintaining a strong ROCE of 30%. Management reiterated its focus on the EV bus body segment and export markets, which accounted for 28.05% of total bus sales volume in FY25. All resolutions, including the re-appointment of Director Girish Wagh, were passed with the requisite majority.
Confidence: HIGH
What changedShareholders have formally approved the FY26 financial statements and the final dividend payout of Rs 22.5 per share.
Why it mattersThe AGM confirms the company's financial health and its commitment to shareholder returns (approx. 20% payout ratio based on TTM PAT). It also reinforces the management's strategic focus on electrification and exports.
Final Dividend: Rs 22.5 per shareDividend Yield (approx): 1.0%FY25 Export Volume: 2,038 unitsTTM Revenue: Rs 933 CrROCE: 30.0%
📅 Short termThe stock may see minor activity around the dividend record date; however, as the AGM proceedings were routine, no major price volatility is expected from this filing alone.
📈 Long termThe company's long-term prospects depend on its ability to scale EV bus body manufacturing and reduce its 90% revenue concentration in the bus segment by expanding its pressing business.
⚠ Risk flags
- High client concentration (90% revenue from Bus Segment)
- Raw material price volatility impacting margins
- Cyclicality of the commercial vehicle industry
Key Highlights
Final dividend of Rs 22.5 per equity share (225% of face value) approved for FY26.
Export markets contributed 28.05% of total bus sales volume (2,038 units) in FY25.
Total bus sales volume increased by 11.58% to 7,265 units in FY25 compared to 6,511 units in FY24.
Employee cost efficiency improved to 7.26% of revenue from 8.05% YoY.
The Bus Segment remains the primary revenue driver, accounting for 90% of total revenue.
👀 What to Watch
Investors should monitor the dividend payment timeline and track the company's progress in the EV bus body segment, which is a key growth driver under the FAME and PLI schemes.
