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Strong result πͺπΌπ₯π₯π₯
MTAR Tech reports its Q2 results;
βΆοΈProfit Up 20% At βΉ60 Cr Vs βΉ50 Cr (QoQ)
βΆοΈRevenue Up 12.7% At βΉ407 Cr Vs βΉ361 Cr (QoQ)
βΆοΈEBITDA Down 8.3% At βΉ99 Cr Vs βΉ108 Cr (QoQ)
βΆοΈEBITDA Margin At 24.3% Vs 29.9% (QoQ)
KRISHNA DEFENCE Q2π₯
β’ Net Profit: βΉ15 Cr β119% (YoY) | β29% (QoQ)
β’ Revenue: βΉ75 Cr β56% (YoY) | β31% (QoQ)
β’ EBITDA: βΉ20 Cr β119% (YoY) | β33% (QoQ)
β’ Margin: 26.8% vs 19.0% (YoY) | 26.3% (QoQ)
NIFTY BREAKOUT OF 22800.... NOW READY FOR 23150-200
SMALL CAP NOW NEAR RESISTANCE
NIFTY IS IN CONSOLIDATION ...BUT TRYING TO BREAK RESISTANCE OF 22800
SUNFLAG
PERFECT PATTERN OF FLAG BREAKOUT ...RTEST ALSO COMPLTED ...NOW READY FOR UPTREND ... GOOD FOR MID TERM
SMALL CAP ..POSITIVE SUPPORT
STLTECH TOWARDS UPPER CIRCUIT
ORDER BOOK AND MAJOR WINS
- H1FY27 order intake reached βΉ32,026 Cr
- Order intake was approximately 4.2x FY26 order intake
- Hyperscaler LTSA secured worth βΉ11,500+ Cr till CY30
- Hyperscaler award secured worth βΉ10,500+ Cr till FY29
- High-density fibre cable deal worth βΉ2,700 Cr
- North American telecom deal worth βΉ2,000 Cr
- Indian telecom order worth βΉ960 Cr
STERLITE TECHNOLOGIES - Q2FY27 RESULTS
#Q2FY27
FINANCIAL PERFORMANCE
- Revenue βΉ2,529 Cr, up 145% YoY and 32% QoQ
- Reported EBITDA reached βΉ846 Cr
- PAT βΉ517 Cr versus βΉ4 Cr last year
- Record open order book of βΉ35,274 Cr
EBITDA ADJUSTMENT
- Reported EBITDA includes a βΉ161 Cr one-time US tariff refund
- Operational EBITDA stood at approximately βΉ685 Cr
- Operational EBITDA margin reached approximately 27.1%
- Operational margin improved from 20.8% in Q1FY27
- Operational margin improved from 13.6% last year
ORDER BOOK AND MAJOR WINS
- H1FY27 order intake reached βΉ32,026 Cr
- Order intake was approximately 4.2x FY26 order intake
- Hyperscaler LTSA secured worth βΉ11,500+ Cr till CY30
- Hyperscaler award secured worth βΉ10,500+ Cr till FY29
- High-density fibre cable deal worth βΉ2,700 Cr
- North American telecom deal worth βΉ2,000 Cr
- Indian telecom order worth βΉ960 Cr
PRODUCT MIX AND MARKET SHARE
- Optical connectivity attach rate reached a record 24%
- Higher-value integrated connectivity products are gaining traction
- Global ex-China OFC market share increased from 7% to 9%
- North America has become a larger business contributor
- AI and data-centre connectivity offer growth opportunities
BALANCE SHEET AND CASH FLOW
- Raised βΉ1,500 Cr through QIP during H1FY27
- QIP proceeds partly used to repay borrowings
- Company reported a net debt-free position
- Management reported net cash of approximately βΉ703 Cr
- H1 operating cash flow reached βΉ692 Cr
- Working capital absorbed approximately βΉ441 Cr
CAPACITY EXPANSION AND GROWTH ROADMAP
- Targeting approximately 50% capacity expansion by FY29
- Expansion covers preform, fibre and cable capacities
- New greenfield facility planned for pre-terminated connectivity solutions
- Annual capex planned at approximately βΉ1,000 Cr
- Capex roadmap covers FY27-FY29
- R&D investment targeted at approximately 2% of annual revenue
- FY29 revenue aspiration stands at βΉ20,000 Cr
KEY TAKEAWAYS
- Strong order intake improves multi-year revenue visibility
- Operational EBITDA margin improved significantly
- Tariff refund boosted reported EBITDA
- Hyperscaler demand supports AI and data-centre connectivity growth
- Higher-value products are improving the business mix
- Net cash position strengthens funding flexibility
- Capacity expansion will require disciplined execution
- Working capital absorption remains an important monitorable
- Sustainability of operational margins is the key question
- Track order conversion, cash flow and capital efficiency
