Azad Engineering Reports Strong Q2 & H1 FY26 Results, Secures Mitsubishi Contract, and Schedules Concall
Azad Engineering reported robust Q2 and H1 FY26 financial results with significant growth. The company secured a major Mitsubishi contract and scheduled an earnings concall for November 3, 2025.
The high impact is due to the strong financial results demonstrating significant growth, coupled with a substantial new contract from Mitsubishi Heavy Industries which adds to the order book. The positive management guidance for future growth also signals strong prospects for the company.
The announcement shows strong financial performance with significant increases in revenue, EBITDA, and PAT for both the quarter and half-year. This is further bolstered by a positive management outlook, new strategic contracts, and anticipation of continued growth.
Azad Engineering Limited has submitted its Investor Presentation on the Financial Results for the quarter and half year ended September 30, 2025. The company has scheduled an Investors / Analysts earnings conference call for November 3, 2025, at 11:00 A.M. (IST).
Key financial highlights (standalone) include: * Half Year Ended September 30, 2025 (H1 FY26) vs. H1 FY25: * Revenue from Operations increased by 32.1% to ₹2,771.8 Mn (₹277.18 crore). * Reported EBITDA grew by 37.1% to ₹999.0 Mn (₹99.90 crore), with a 36.0% margin. * Profit After Tax (PAT) surged by 64.9% to ₹629.9 Mn (₹62.99 crore), achieving a 22.7% margin. * Quarter Ended September 30, 2025 (Q2 FY26) vs. Q2 FY25: * Revenue from Operations rose by 28.1% to ₹1,426.7 Mn (₹142.67 crore). * Reported EBITDA increased by 29.2% to ₹513.8 Mn (₹51.38 crore), maintaining a 36.0% margin. * Profit After Tax (PAT) improved by 56.6% to ₹330.0 Mn (₹33.00 crore), with a 23.1% margin.
Mr. Rakesh Chopdar, Chairman & CEO, stated that Azad continues to demonstrate solid performance, with Q2 and H1 FY26 exceeding all previous benchmarks in revenue and profitability. He highlighted a 35.7% growth in the Energy and Oil & Gas segment and a 30.3% improvement in the Aerospace & Defence segment during H1 FY26. The company's orderbook has strengthened with the signing of Phase 2 of the Mitsubishi contract, valued at ₹13,870 million (₹1,387 crore) combined. He anticipates even stronger performance in H2 FY26 and is confident in achieving a projected 25% to 30% topline growth for the year.
Recent key order wins in Q2 FY26 include: * Safran: Entered a Memorandum of Understanding (MoU) for cooperation in developing critical aircraft rotating engine components for strategic defence platforms. * Mitsubishi Heavy Industries: Signed a new Long-Term Contract & Price Agreement (LTCPA) for highly engineered & complex rotating and stationary airfoils for Advanced Gas & Thermal power turbine engines, valued at USD 73 Mn. This Phase 2 agreement brings the combined contract value to USD 156 Mn.
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Azad Engineering Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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