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Latest filing: 2026-08-14 16:19
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Star Delta Transformers Q1 PAT Drops 38% YoY to ₹1.40 Cr Despite 24% Revenue Growth
Star Delta Transformers reported a mixed performance for Q1 FY27, with revenue from operations growing 24% YoY to ₹37.49 Cr. However, Net Profit (PAT) declined significantly by 38.3% YoY to ₹1.40 Cr, down from ₹2.27 Cr in the previous year's corresponding quarter. This profitability squeeze was primarily driven by a sharp rise in raw material costs, which consumed nearly 97% of the quarterly revenue. Sequentially, the performance was even weaker, with PAT falling 68% from the ₹4.42 Cr recorded in Q4 FY26.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results showing a significant divergence between top-line growth and bottom-line profitability.
Why it mattersThe sharp margin compression (OPM falling to ~5% from a TTM average of ~10%) suggests rising input costs or pricing pressure in the transformer segment, which is the company's sole revenue driver this quarter.
Revenue (Q1 FY27): ₹37.49 CrPAT (Q1 FY27): ₹1.40 CrYoY Revenue Growth: 24.0%YoY PAT Growth: -38.3%Material Cost % of Revenue: 97.1%
📅 Short termThe stock may face downward pressure in the short term as the market reacts to the substantial decline in profitability and sequential earnings drop.
📈 Long termWhile revenue growth indicates healthy demand for transformers, the long-term outlook depends on stabilizing margins and successfully scaling the Solar Power segment to diversify revenue.
⚠ Risk flags
- Severe margin compression due to raw material costs
- High dependence on a single business segment (Transformers)
- Significant sequential decline in PAT (68% QoQ)
Key Highlights
Revenue from operations grew 24% YoY to ₹37.49 Cr compared to ₹30.23 Cr in Jun 2025.
Net Profit (PAT) fell 38.3% YoY to ₹1.40 Cr from ₹2.27 Cr.
Cost of materials consumed rose to ₹36.41 Cr, representing 97.1% of revenue versus 82% in the same quarter last year.
Earnings Per Share (EPS) declined to ₹4.67 from ₹7.57 YoY.
Solar Power segment reported zero revenue for the quarter, with the entire ₹37.49 Cr coming from the Transformer segment.
👀 What to Watch
Investors should monitor the company's ability to pass on raw material price increases to customers, as current margins are under severe pressure. Watch for the 50th AGM on September 29, 2026, for management commentary on the Solar segment's execution timeline.
Star Delta Transformers Q1 Net Profit Drops 38% YoY to ₹1.40 Cr Despite 24% Revenue Growth
Star Delta Transformers reported a mixed Q1 FY27 performance with revenue growing 24% YoY to ₹37.49 Cr. However, net profit declined significantly by 38.3% YoY to ₹1.40 Cr, down from ₹2.27 Cr in the same quarter last year. This divergence was driven by a sharp increase in raw material costs, which consumed nearly 97% of revenue, and a sequential decline in both top and bottom lines compared to the March 2026 quarter.
Confidence: HIGH
What changedThe company released its Q1 FY27 results showing a significant contraction in profit margins despite achieving double-digit revenue growth.
Why it mattersThe sharp drop in profitability (EPS fell from ₹7.57 to ₹4.67 YoY) suggests the company is struggling to pass on increased input costs to its primary clients like state electricity boards, impacting its overall financial health.
Q1 Revenue: ₹37.49 CrQ1 Net Profit: ₹1.40 CrYoY Revenue Growth: 24%Material Cost as % of Revenue: 97.1%Q1 EPS: ₹4.67
📅 Short termThe stock may face downward pressure in the short term as the market reacts to the significant margin compression and sequential profit decline.
📈 Long termLong-term sustainability depends on the company's ability to diversify its client base beyond MPSEB and successfully scale its Solar Power manufacturing segment.
⚠ Risk flags
- Severe margin contraction due to raw material costs
- Zero revenue from Solar Power segment in Q1
- High client concentration with state electricity boards
Key Highlights
Revenue from operations increased 24% YoY to ₹37.49 Cr from ₹30.23 Cr.
Net profit fell 38.3% YoY to ₹1.40 Cr, and dropped 68.3% sequentially from ₹4.42 Cr in Q4 FY26.
Cost of materials consumed rose to ₹36.41 Cr, representing 97.1% of revenue compared to 82% in the previous year's quarter.
The Solar Power segment reported zero revenue for the quarter, with the entire top line coming from the Transformer segment.
The 50th Annual General Meeting (AGM) is scheduled for September 29, 2026.
👀 What to Watch
Investors should monitor the company's ability to manage raw material price volatility, as current margins are under severe pressure. Watch for updates on the Solar Power segment's contribution in upcoming quarters to see if the diversification strategy is gaining traction.
