Goodluck India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Goodluck India reported consolidated Q1 FY27 revenue growth of 31%, EBITDA growth of 46% and PAT growth of 67%, with the Defence segment contributing INR80 crores of revenue at 38% EBITDA margin. Management said the company received Defence orders worth INR255 crores and INR52 crores for artillery shells, and disclosed that a planned capacity expansion has been delayed by 6 to 9 months due to financial closure. Management also discussed a preferential share issue in its Defence and Aerospace subsidiary at INR375 per share, raising INR285 crores, and fielded multiple questions from analysts about the structure and valuation of that transaction.
Goodluck India reported Q4 FY26 consolidated revenue of around Rs 1,097 crore with EBITDA margins expanding above 10% and profit after tax up 34% year-on-year to over Rs 56 crore, while full-year FY26 consolidated revenue crossed Rs 4,100 crore. Management attributed the improved profitability to a growing contribution from value-added engineering products such as defense, hydraulic tubes, conduit pipes and solar structures. Executives also discussed the impact of the West Asia conflict on raw material sourcing, export logistics and working capital, and outlined capacity expansion plans in defense, steel and precision tubes.