LCL

Lohia Corp Limited reported revenue from operations of INR503 crores for Q1 FY27, a 60% increase compared to INR315 crores in the same period last year. EBITDA was INR100 crores with a margin of 19.9%, up from 11.5% in the prior year. Profit after tax reached INR66 crores, compared to INR17 crores in the same quarter last year. The order book stood at INR1,778 crores, providing visibility for future growth. Management highlighted strong domestic and international demand, with exports contributing 41% of revenue. The company emphasized innovation, productivity improvements, and customer support initiatives, including new product launches and a virtual remote assistance center. CFO Anupam Agarwal noted a 276% year-over-year growth in EBITDA, driven by higher volumes and operating efficiencies. The company's net working capital cycle was 81 days, and it remains net debt-negative. Management discussed the potential for increased exports and a focus on maintaining EBITDA margins at around 20%. Management expects the order book to support revenue growth, with a target of INR2,400 to INR2,500 crores turnover. The company also mentioned exploring recycling machinery and other adjacent markets.

The document highlights strong revenue and EBITDA growth, positive order book visibility, and strategic initiatives focused on innovation and expansion.