Q1-FY27 · Chintan Shah
Given the ongoing macroeconomic uncertainty and limited near-term visibility, we are targeting to have a low double-digit consolidated revenue growth while maintaining the EBITDA margin as we had in the last year.
ELECON / language trends
Read confidence between the lines.
Elecon Engineering Company · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY27 · Chintan Shah
The problem that we have is a large part of our business feels rooted through PSUs and typically PSUs are dependent on many factors like the fiscal budget released by the government and the fund allocation.
Q1-FY27 · Chintan Shah
Whenever there's a steep price increase, the customer gets the quote and he would like to revalidate as much as possible. So there will be always few players in the market who will be sitting on higher inventory at a lower price or at the historical prices and therefore the customers will try to squeeze Elecon as a company by taking the advantage of some of the competition sitting on the higher inventory.
Q2-FY26 · Nariman Ragunatan
We are confident of achieving our annual guidance of achieving consolidated revenue of rupees 2650 crores and EITA margin of 24% in FI26.
Q2-FY26 · Prajin Patel
The domestic market has taken some time in the beginning to take traction. However, there have been no incidences in the local market where they have asked us to delay the execution.
Q2-FY26 · Prajin Patel
Our export margins have always been better than the domestic margins.
Q3-FY26 · Management
FY26 revenue may be lower by up to approximately 5% and adjusted EBITDA margins may be lower by up to approximately 2% compared to our earlier guidance.
Q3-FY26 · Koshik Patel
We have adopted the strategy that we should focus on equipment supply and providing the after sale service and that we continue over the next 2 years... we don't have a thought to enter into EPC business.
Q3-FY26 · Deepak Dalwari
The gear division contributed approximately 78% of consolidated revenue in Q3 delivered a largely stable performance with revenue growth of 1.3% year-on-year.