EMS Limited Q1 FY27 Earnings Call Transcript Released
EMS Limited reported Q1 FY27 results with standalone operating income at ₹125.72 Cr (up 50%) and consolidated at ₹157.24 Cr (up 30%). PAT stood at ₹15.03 Cr (standalone) and ₹15.49 Cr (consolidated). The company secured ₹317 Cr in new orders in Q1 and has an order book of ₹2329 Cr. Management expects revenue to reach ₹900-950 Cr for FY27.
The announcement details strong quarterly results and a healthy order book, which are positive indicators for the company's performance. However, the discussion around margin pressures and the cyclical nature of the business, while addressed, introduces some uncertainty. The information is material but does not represent a drastic shift in business operations or financial standing.
The company reported significant year-on-year growth in operating income, EBITDA, and PAT for Q1 FY27 on both standalone and consolidated bases. Despite some challenges impacting margins, management expressed confidence in achieving full-year revenue targets and improving profitability, supported by a strong order book.
EMS Limited has released the transcript of its earnings conference call for the quarter ended June 30, 2026. The call, held on August 13, 2026, discussed the company's unaudited standalone and consolidated financial results.
During the call, Ashish Tomar, Promoter and Managing Director, reported that on a standalone basis, operating income stood at ₹125.72 crores, a net increase of approximately 50% over the previous quarter. EBITDA grew by about 39.81% to 25.53%, and PAT increased by approximately 184.65% to ₹15.03 crores.
On a consolidated basis, operating income was ₹157.24 crores, an increase of about 30%. EBITDA was ₹28.14 crores, up approximately 31.62%, and PAT was ₹15.49 crores, an increase of about 1.28%. The company also secured work orders valued at approximately ₹317 crores during the quarter.
Discussions also covered the West Bengal project, with execution expected to return to original levels from Q3. The company converted bids worth ₹317 crores into work orders in Q1 and has received ₹158 crores in Q2, with an additional project in Banaras valued at over ₹100 crores. The current order book stands at ₹2329 crores.
Management addressed concerns about margin reduction, attributing it to fixed costs and temporary disruptions like heavy rains and election-related restrictions. They anticipate margins to improve as revenue increases, aiming to reach 2024-2025 levels. The company expects full-year revenue to be between ₹900 to ₹950 crores, with EBITDA and PAT margins expected to return to historical levels.
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EMS Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by EMS Limited. Read the original for the full detail.