Q1 2025 Anup Engineering Ltd Earnings Call Transcript
Key Points
- The Anup Engineering Ltd (BOM:542460) reported a revenue of INR146 crores for Q1 FY 2024-25, marking a 16.6% growth year-over-year.
- The company achieved its best Q1 revenue to date, surpassing the previous best of INR125 crores.
- A strong pending order book position of INR810 crores at the end of Q1 provides good visibility into future performance.
- The export share of revenue stands at 48.6%, indicating significant international market penetration.
- The Kheda facility has stabilized Phase 1 operations and is expected to contribute INR150-175 crores in revenue for the financial year.
- Higher cost of goods sold due to a complex metallurgy mix, which could impact margins.
- Domestic market traction is currently lower, with expectations of improvement only after October-November.
- The EBITDA guidance of 20%-plus is seen as conservative, especially given the Q1 margin of 23%.
- The company is exercising caution in project selection due to geopolitical considerations, which could limit growth opportunities.
- There was a sequential fall in both domestic and export order books, partly due to conscious calibration and market dynamics.
Ladies and gentlemen, good day, and welcome to the conference call for discussion of financial results of first quarter ended on FY 2024-'25 of the Anup Engineering Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Reginaldo Dsouza, Managing Director and Chief Executive Officer. Thank you, and over to you, sir.
Thank You. Hello, everyone, and warm greetings from team Anup. I'm glad to be part of this call to share our quarter one results of the financial year '24-'25 And also to provide a brief on the business outlook. We clocked a revenue of INR146 crores for quarter which is 16.6% growth Y-o-Y over the same period last year and with an EBITDA of INR33 crores versus 22.6% EBITDA. This is our best quarter one on revenue. The previous best was INR125 crores, which was in the last financial year. So over the INR146 crores in quarter one, we've clocked our best quarter one revenue so far.
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