Q2 2025 Blue Star Ltd Earnings Call Transcript
Key Points
- Blue Star Ltd (BOM:500067) reported a strong revenue growth of over 20% and a net profit increase of over 36% for the quarter.
- The room air conditioner segment performed exceptionally well with a volume growth of 30% in October and a revenue growth of 28%.
- The company maintained its market share in room air conditioners at 13.75%, despite a challenging market environment.
- Segment one, which includes electromechanical projects and commercial air conditioning, saw a revenue growth of 32.6% and improved margins.
- The company is optimistic about FY25, expecting it to be a landmark year with continued investments in R&D, manufacturing, and digitalization.
- The commercial refrigeration segment faced setbacks due to regulatory changes, impacting water coolers and resulting in lower revenue growth.
- There is a slowdown in the European market, affecting international business prospects, with demand expected to revive in 12 to 18 months.
- The company experienced a decline in net cash position due to increased capital employed and investments in manufacturing capacity.
- Segment two, which includes unitary products, showed only a 5.1% revenue growth, impacted by disruptions in commercial refrigeration.
- Supply chain challenges and uncertainties continue to affect the company's operations, particularly in the professional electronics and industrial systems segment.
Ladies and gentlemen, Good morning and welcome to Blue Star Limited Q2 and H1 FY25 earnings conference call we have with us today from the management, Mr. B. Thiagarajan, Managing Director of Blue Star Limited and Mr. Nikhil Sohoni, Group Chief Financial Officer of Blue Star Limited.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing Star then zero on your touchtone phone.
Please note that this conference is being recorded.
I now hand the conference over to Mr.B. Thiagarajan . Thank you. I know what to do, sir.
Thank you, good morning. Ladies and gentlemen, it's my pleasure to join this call. Along with Mr.Nicholson, the you have seen the results which were declared yesterday and the with the revenue growth of over 20% and operating profit growth of around 22% and the net profit
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