Batliboi Q1 FY27 earnings call

Batliboi Limited reported a Q1 FY27 revenue of INR 125 crores, maintaining a stable EBITDA margin of 4%. The company secured new orders worth INR 283 crores, contributing to a robust order backlog of INR 618 crores as of June 2026. Management expressed optimism for approximately 10% top-line growth for the full FY27, driven by strategic initiatives and a healthy order book. The focus remains on strengthening core capabilities, improving operational efficiencies, and optimizing costs.

The acquisition of Penta Automation Systems Private Limited aims to strengthen Batliboi's industrial automation and robotics integration capabilities, accelerating its entry into high-value technology-led solutions. Penta Automation, which had a turnover of INR 25 crores last year, is projected to achieve 25-30% growth this year and maintain this average for the next two to three years. This integration is expected to leverage Penta's technical expertise across Batliboi's various divisions, improving overall profitability.

The Environmental Engineering division secured a significant INR 52 crores order from SAEL Industries Limited for a pollution control system for their solar cell manufacturing facility in Jewar, Uttar Pradesh. This project is slated for commissioning within six to eight months. The division's strategy for its Zero Liquid Discharge (ZLD) business involves initially establishing its presence in the textile market before expanding to other sectors like pharma and food, aiming to capitalize on the growing need for water recycling.

The machine tool division contributed INR 65 crores to the Q1 FY27 revenue. Quickmill, the Canadian subsidiary, recorded a turnover of INR 45 crores in Q1 FY27 and has a backlog of INR 55 crores. Quickmill is performing well and is expanding its market reach into new geographies such as the Gulf, Mexico, and South America, with recent large orders from Saudi Arabia. The company is also upgrading its existing manufacturing range and increasing production capacity by about 30% in its machine tool divisions.

Batliboi is actively working on improving operational efficiencies and optimizing material costs, despite global supply chain disruption^🌐s and commodity price increases. The company is investing in its foundry and machine tool shops to enhance productivity, aiming for a 30% increase in production capacity. Additionally, plans are underway to install another solar plant at its factory to reduce energy costs, with the goal of making energy value almost revenue neutral and improving overall operational costs.