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Latest filing: 2026-08-27 12:26
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Lohia Corp Q1 PAT Jumps to ₹66 Cr; Robust Order Book at ₹1,778 Cr
Lohia Corp Limited released the transcript for its Q1 FY27 earnings call, highlighting strong operational performance. Revenue from operations increased 60% YoY to ₹503 crore compared to ₹315 crore in Q1 FY26, while PAT jumped nearly four-fold to ₹66 crore from ₹17 crore. EBITDA reached ₹100 crore with margins expanding to 19.9% versus 11.5% in the previous year. The company maintains healthy execution visibility with an order book of approximately ₹1,778 crore and noted international markets contributed 41% of quarterly revenue.
Confidence: HIGH
What changedSubmission of the complete earnings conference call transcript for the quarter ended June 30, 2026.
Why it mattersProvides key qualitative and quantitative details on margin drivers, competitive pricing power, order book size, and international revenue exposure.
Q1 Revenue: ₹503 croreQ1 PAT: ₹66 croreQ1 EBITDA Margin: 19.9%Order Book: ₹1,778 croreInternational Revenue Share: 41%
📅 Short termPositive sentiment driven by robust quarterly earnings growth and a well-funded backlog offering strong near-term execution visibility.
📈 Long termStrong global footprint, technology leadership in technical textile machinery, and an expanding replacement cycle provide sound multi-year structural tailwinds.
⚠ Risk flags
- Vulnerability of capital goods order inflows to global slowdowns and client capex pauses
- Competition from lower-cost Chinese machinery suppliers
Key Highlights
Revenue from operations grew 60% YoY to ₹503 crore in Q1 FY27 vs ₹315 crore in Q1 FY26.
EBITDA margin expanded significantly to 19.9% (₹100 crore) from 11.5% in the previous year.
PAT surged to ₹66 crore compared to ₹17 crore in the corresponding quarter last year.
Order book stood at approximately ₹1,778 crore, with 3-5% currently coming from machine replacements.
Management noted the company commands a 15% to 20% price premium over Chinese competitors.
👀 What to Watch
Track order execution velocity, book-to-bill trajectory, and margin sustainability in subsequent quarters.
Q1FY27 PAT surges 292% YoY to ₹663 Mn; Order book reaches ₹17,782 Mn
Lohia Corp reported strong Q1FY27 consolidated performance with revenue from operations growing 60% YoY to ₹5,030 Mn. Consolidated PAT surged 292% YoY to ₹663 Mn, with PAT margins expanding to 13.0% compared to 5.3% in Q1FY26. Operating EBITDA reached ₹1,002 Mn, clocking a margin of 19.9% (up ~840 bps YoY) driven by operating leverage and operational efficiencies. The pending order book stood at ₹17,782 Mn at the end of June 2026, offering clear revenue visibility with a 6 to 9-month execution cycle.
Confidence: HIGH
What changedLohia Corp released its Q1FY27 investor presentation showcasing strong YoY growth in revenue, operating profitability, and a robust order book pipeline.
Why it mattersA surging order book of ₹17,782 Mn provides strong near-term revenue visibility, while expanding operating margins highlight operating leverage and strong global export demand.
Revenue from operations (Q1FY27): ₹5,030 MnYoY Revenue Growth: 60%PAT (Q1FY27): ₹663 MnEBITDA Margin (Q1FY27): 19.9%Pending Order Book (Jun-26): ₹17,782 MnOrder Execution Cycle: 6 to 9 months
📅 Short termPositive momentum expected given sharp YoY earnings growth and healthy order pipeline visibility.
📈 Long termStrong market positioning in woven raffia machinery, expansion into recycling/monofilament, and rising export footprint support sustained long-term compounding.
⚠ Risk flags
- Exposure to cyclical capex cycles in packaging/textile industries
- Foreign exchange volatility with ~41% export revenue contribution
Key Highlights
Consolidated revenue from operations grew 60% YoY to ₹5,030 Mn in Q1FY27
Net profit (PAT) surged 292% YoY to ₹663 Mn with PAT margin expanding to 13.0%
EBITDA (excl. other income) expanded to ₹1,002 Mn with margin improving ~840 bps YoY to 19.9%
Pending order book expanded to ₹17,782 Mn as of June 2026 (vs ₹9,097 Mn in June 2025)
Exports contributed ~41% of revenue in Q1FY27 and ~30% of the current order book
👀 What to Watch
Track order execution rate over the stated 6-9 month cycle and monitor sustainability of EBITDA margins (~20%) amidst raw material price fluctuations.
Q1 FY27 PAT Surges 292% YoY to ₹66.26 Cr on ₹503.02 Cr Revenue in Maiden Post-Listing Results
Lohia Corp reported its first quarterly results post-IPO, posting a consolidated revenue from operations of ₹503.02 crore (₹5,030.22 million) for Q1 ended June 30, 2026, up 59.5% YoY compared to ₹315.35 crore in Q1 FY26. Consolidated profit after tax (PAT) jumped 292.4% YoY to ₹66.26 crore versus ₹16.89 crore in the corresponding prior-year quarter. Sequentially, revenue and PAT saw minor contractions of 1.5% and 7.3% compared to Q4 FY26 revenue of ₹510.80 crore and PAT of ₹71.46 crore. The basic and diluted EPS for the quarter stood at ₹6.27 compared to ₹1.60 in Q1 FY26.
Confidence: HIGH
What changedLohia Corp reported its maiden unaudited financial results after listing on July 30, 2026, reflecting significant YoY earnings expansion.
Why it mattersProvides public market investors the first standardized financial baseline post-listing, showing strong operating leverage and profit margin expansion relative to FY26 base.
Consolidated Revenue from Operations: ₹5,030.22 millionConsolidated Profit After Tax (PAT): ₹662.61 millionProfit Before Tax: ₹912.64 millionBasic and Diluted EPS: ₹6.27IPO OFS Size: ₹11,012.85 million
📅 Short termPositive sentiment expected on account of robust YoY growth in operating profitability and earnings in the maiden reporting period.
📈 Long termLong-term performance will depend on global and domestic demand cycles for woven fabric machinery and sustained operational performance of overseas subsidiaries.
⚠ Risk flags
- Single operating segment concentration in manufacturing machinery for HDPE/PP woven fabrics.
- Q1 FY26 comparative figures were approved by the Board but not subjected to limited review/audit.
Key Highlights
Consolidated revenue from operations grew 59.5% YoY to ₹5,030.22 million in Q1 FY27 compared to ₹3,153.51 million in Q1 FY26.
Consolidated PAT increased by 292.4% YoY to ₹662.61 million (attributable to owners: ₹666.13 million) from ₹168.85 million in Q1 FY26.
Profit before tax stood at ₹912.64 million compared to ₹234.83 million in Q1 FY26.
EPS stood at ₹6.27 for the quarter versus ₹1.60 in Q1 FY26 and ₹6.76 in Q4 FY26.
Company completed its IPO (OFS of 25,931,407 equity shares at ₹425/share aggregating ₹1,101.29 crore) and listed on July 30, 2026.
👀 What to Watch
Track order inflow and execution momentum across the core machinery segment for HDPE/PP woven fabrics in upcoming quarters to evaluate sustainability of revenue run-rate.
