Batliboi Ltd-$ — Q1 FY27 earnings call
Summary generated by AI from the official transcript Batliboi Ltd-$ filed with BSE on 14 Aug 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
Batliboi reported Q1 FY27 revenue of Rs 125 crore, up year-on-year, with a stable EBITDA margin of 4% and PAT of Rs 49 lakh compared to a loss in the year-ago quarter. Management highlighted an order backlog of approximately Rs 618 crore and order inflow of Rs 283 crore, alongside a new order win of around Rs 52 crore for its Environmental Engineering division from SAEL Industries. The company also discussed its recent acquisition of Penta Automation Systems and updates across its machine tool, Quickmill, textile machinery, and environmental engineering divisions.
Numbers mentioned
Revenue: INR125 crores (Q1 FY27)
p. 5
“our top-line revenue grew by 80% year-on-year to rupees INR125 crores, thereby beating our earlier guidance, while we successfully maintained a stable EBITDA margin of 4%”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
EBITDA margin: 4% (Q1 FY27)
p. 5
“our top-line revenue grew by 80% year-on-year to rupees INR125 crores, thereby beating our earlier guidance, while we successfully maintained a stable EBITDA margin of 4%”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
PAT: INR49 lakhs (Q1 FY27)
p. 5
“we recorded a PAT of INR49 lakhs against a loss of INR2.4 crores on a year-on-year basis”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Order backlog: approximately INR618 crores (as of June 2026)
p. 5
“our order backlog stood at approximately INR618 crores and we recorded an order inflow of INR283 crores”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Order inflow: INR283 crores (Q1 FY27)
p. 5
“our order backlog stood at approximately INR618 crores and we recorded an order inflow of INR283 crores”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Machine tool division order backlog: INR183 crores (as of June 2026)
p. 5
“The machine tool division recorded an order inflow of INR59 crores in FY26 quarter 1, with a total order backlog for this division reaching INR183 crores as of June 26, accounting for 30% of the company's overall order backlog”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Quickmill turnover: INR45 crores (Q1 FY27)
p. 5
“Quickmill recorded a turnover of INR45 crores in FY27 quarter 1, and based on the pending orders as of Q1 end, Quickmill will be delivering a consistent performance in upcoming quarters”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Air Engineering group revenue: INR21 crores (Q1 FY27)
p. 5
“The Air Engineering group reported revenue of INR21 crores in the quarter and for Q1 FY27, accompanied by an increase order inflow of INR21 crores in the same quarter”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Textile machinery group order inflow: INR79 crores (Q1 FY27)
p. 5
“The textile machinery group had an order inflow of INR79 crores in Q1 FY27. Order backlog stood at INR201 crores”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Textile machinery group revenue: INR12 crores (Q1 FY27)
p. 5
“Textile machinery group reported a revenue of INR12 crores in this quarter”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Environmental Engineering division order inflow: INR76 crores (Q1 FY27)
p. 5
“The Environmental Engineering division reported order inflow of INR76 crores and a revenue of INR27 crores in the quarter, with healthy order backlog of almost INR134 crores”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
SAEL order value: around INR52 crores
p. 4
“This order is valued at around INR52 crores and the project is on track for commissioning within next six to eight months”
Sanjiv Joshi, page 4 of the filed PDF · View the filing
Machines installed, machine tool manufacturing division: 88 machines (Q1 FY27)
p. 5
“We also successfully installed 88 machines in the machine tool manufacturing division and one machine in the trading division during this period”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Penta Automation last year turnover: INR25 crores (FY26)
p. 7
“last year they did a turnover of, I believe, INR25 crores and going forward, this year we may be ending over almost 25% to 30% growth”
Sanjiv Joshi, page 7 of the filed PDF · View the filing
Electricity cost per unit: INR10 per unit
p. 8
“INR10 per unit, roughly.”
Sanjiv Joshi, page 8 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Top-line growth — around 10% · FY27
stated as an aspiration by Sanjiv Joshi
p. 5
“With a healthy order backlog and good inquiries in hand, we at Batliboi are optimistic that we will be delivering around 10% top-line growth over the last year”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
EBITDA margin — 7% to 8% · next 1 year or 2 years
stated as an aspiration by Sanjiv Joshi
p. 8
“We are looking at something around 7% to 8% in next 1 year or 2 years to reach that operating level”
Sanjiv Joshi, page 8 of the filed PDF · View the filing
Penta Automation growth — average growth of 25%-30% · next two, three years
stated as an aspiration by Sanjiv Joshi
p. 7
“for next two, three years, we are looking at an average growth of 25%-30% for Penta”
Sanjiv Joshi, page 7 of the filed PDF · View the filing
Solar power capacity utilisation — this fiscal end
stated firmly by Sanjiv Joshi
p. 8
“another 30%-40% of spare capacity available that we are definitely looking at augmenting that capacity by in this fiscal end”
Sanjiv Joshi, page 8 of the filed PDF · View the filing
Machine tool production capacity — around 30%
stated firmly by Sanjiv Joshi
p. 4
“our investment in capex is in machine tool divisions has started yielding results in terms of increasing production capacity around by around 30% over the last year”
Sanjiv Joshi, page 4 of the filed PDF · View the filing
Overall business performance — coming quarters
stated conditionally by Sanjiv Joshi
p. 6
“This is subject, of course, to not having any further adverse impact, if any, on the global and Indian economy in the event of a prolonged conflict in the Middle East and any tariff-related headwinds for the balance year.”
Sanjiv Joshi, page 6 of the filed PDF · View the filing
Environmental Engineering pipeline conversion — next 2-3 quarters
stated conditionally by Sanjiv Joshi
p. 15
“There are a couple of big pipelines which may fructify in the next 2-3 quarters, 100%.”
Sanjiv Joshi, page 15 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Management said Penta's automation expertise would be integrated across divisions to address skilled manpower shortages and productivity needs.
Answered by Sanjiv Joshi
Asked by Shaishav Vora: How does Batliboi plan to integrate Penta Automation's operations and leverage synergies across divisions?
p. 6
“we are going to leverage Penta's technical expertise and integrate with our divisions operations wherever we find possible, we can connect and move forward”
Sanjiv Joshi, page 6 of the filed PDF · View the filing
Management said they try to absorb part of the raw material cost increase and pass on the rest, while also working on productivity improvements.
Answered by Sanjiv Joshi
Asked by Shaishav Vora: What steps is management taking to optimize material costs amid rising commodity prices?
p. 7
“we are now trying to absorb part of it, trying to pass on to the customer, especially the copper, steel prices and there is an overall increase with all the manufacturers on terms of the raw material increase that are coming in”
Sanjiv Joshi, page 7 of the filed PDF · View the filing
Management acknowledged the current EBITDA level and said they are targeting improvement over the next one to two years, aided by the Penta and Bioconserve acquisitions.
Answered by Sanjiv Joshi
Asked by Prashantkumar Uttamlal: Why hasn't operating profit shown leverage despite revenue growth, and what is the outlook for operating profit?
p. 8
“We are looking at something around 7% to 8% in next 1 year or 2 years to reach that operating level”
Sanjiv Joshi, page 8 of the filed PDF · View the filing
Management said around 65-70% of power is already solar-commissioned, with plans to augment remaining spare capacity this fiscal year.
Answered by Sanjiv Joshi
Asked by Prashantkumar Uttamlal: What percentage of costs currently come from power, and what is the plan for solar capacity?
p. 8
“Right now, we have almost 65%-70% of the power commission solar power commissioned on our factory, and another 30%-40% of spare capacity available that we are definitely looking at augmenting that capacity by in this fiscal end”
Sanjiv Joshi, page 8 of the filed PDF · View the filing
Management clarified that Quickmill's backlog is included within the machine tool segment figure.
Answered by Sanjiv Joshi
Asked by Kunal: What is the source of the discrepancy between machine tool backlog figures on different presentation pages?
p. 11
“that is basically the quick meal that gets added. It will be added in the machine tool. Pick the note below.”
Sanjiv Joshi, page 11 of the filed PDF · View the filing
Management said the SAEL order is purely an air pollution control system, unrelated to the water/ZLD business handled by a separate subsidiary.
Answered by Sanjiv Joshi
Asked by Kunal: Where does the SAEL order fall within the environmental engineering business — air pollution or water/ZLD?
p. 12
“this is a purely air pollution systems division. There is nothing to do with water here.”
Sanjiv Joshi, page 12 of the filed PDF · View the filing
The CFO explained the discrepancy was due to rounding in consolidation, not a negative revenue segment.
Answered by Kapil Arora
Asked by Prashantkumar Uttamlal: Why don't the machine tool revenue figures reconcile between different slides of the investor presentation?
p. 14
“It is just a matter of rounding off. Sorry, Prashant, Prashant it is a matter of rounding off because when we do the consolidation in the investor position, then the decimal is being rounded off.”
Kapil Arora, page 14 of the filed PDF · View the filing
Management said Penta provides fully integrated automation lines, not just robotic components, serving clients like Gabriel and Schaeffler.
Answered by Sanjiv Joshi
Asked by Sarveswara: What area of industry does Penta Automation serve — full robots or just parts?
p. 15
“they are into fully automation. If you have seen the line that they are into, they are into bearings, they are into medical equipment. They put not only the robots but they also put a complete automation line.”
Sanjiv Joshi, page 15 of the filed PDF · View the filing
Management said they continue to look for a buyer and would proceed if an attractive offer emerges.
Answered by Sanjiv Joshi
Asked by Sarveswara: What is the status of the company's land bank in Surat?
p. 15
“We continue to look for a buyer for this. And there is a one set of team who is working on this. And we are hopeful that if something very attractive comes across, we will go ahead and do the deal.”
Sanjiv Joshi, page 15 of the filed PDF · View the filing
Risks flagged
Potential adverse impact from a prolonged Middle East conflict and tariff-related headwinds
p. 6
“This is subject, of course, to not having any further adverse impact, if any, on the global and Indian economy in the event of a prolonged conflict in the Middle East and any tariff-related headwinds for the balance year.”
Sanjiv Joshi, page 6 of the filed PDF · View the filing
Global supply chain disruptions and macroeconomic uncertainty
p. 5
“Despite meaningful headwinds from global supply chain disruptions and broader macroeconomic uncertainty, we recorded a PAT of INR49 lakhs against a loss of INR2.4 crores on a year-on-year basis.”
Sanjiv Joshi, page 5 of the filed PDF · View the filing
Shortage of skilled manpower affecting operations
p. 6
“today if you see, manpower is a big issue and the skilled manpower is becoming a really big problem and going forward, everything is going into an auto-accept mode”
Sanjiv Joshi, page 6 of the filed PDF · View the filing
Rising commodity prices, especially copper and steel, increasing raw material costs
p. 7
“whatever the raw material cost increase comes up, like any other manufacturer, we are now trying to absorb part of it, trying to pass on to the customer, especially the copper, steel prices”
Sanjiv Joshi, page 7 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.