Belrise Industries Ltd — earnings calls

Belrise Industries reported Q1 FY27 total revenue of INR25,465 million, up 13% year-on-year, with EBITDA of INR2,933 million at an 11.5% margin and PAT of INR1,217 million. Management described new order wins across two-wheeler chassis systems, renewable energy sheet metal assemblies, proprietary suspension and braking systems, and a commercial vehicle localization program, along with progress on aerospace and defense capabilities following the SDM and Chester Hall acquisitions. The company also raised INR17,000 million via QIP and announced the acquisition of the tipper business of Hyva India, aimed at expanding its commercial vehicle and heavy fabrication presence.

Belrise Industries reported Q4 FY26 total revenue of INR25,528 million, up 12% year-on-year, with manufacturing revenue growing 21% to INR21,763 million, while FY26 total revenue rose 15% to INR95,091 million. The company completed the acquisition of Chester Hall Precision Engineering in the UK during the quarter, following the earlier SDM acquisition in France, expanding its aerospace and defense capabilities. Management also disclosed a one-time operational loss of INR94.7 million in its aerospace subsidiary due to startup and acquisition-related costs, and announced a final dividend of INR0.55 per share.