HAL Q4FY26 Earnings Call Transcript Released; FY26 Revenue ₹33,050 Cr, Up 7%
Hindustan Aeronautics Limited reported FY26 revenue of ₹33,050 crore, up 7% YoY. EBITDA grew 11% to ₹13,472 crore. The order book stands at ₹2,54,538 crore. HAL expects double-digit revenue growth of 10-12% in FY27 and plans to commence LCA Mark-1A deliveries by September 2026. Significant investments are planned for future projects.
The announcement includes strong financial performance, a substantial increase in the order book, and positive future guidance, which are material factors for investors.
The company reported a 7% increase in revenue and a 12% increase in profit before tax. The order book has also significantly increased, and the company provided a positive outlook for future growth.
Hindustan Aeronautics Limited (HAL) has released the transcript of its Q4FY26 earnings call, which was held on May 15, 2026. The call was hosted by Ambit Capital and featured Chairman and Managing Director Ravi Kota, Director Finance and CFO Dr. Barenya Senapati, and Company Secretary Shailesh Bansal.
During the fiscal year 2025-26, HAL achieved several key milestones, including the establishment of an 8 LCA Mark-1A per annum production capacity at the Nashik plant, the maiden flight of the indigenously designed ALH Dhruv NG, and the successful completion of the first series production Hindustan Turbo Trainer HTT-40 aircraft. The company also signed an SSLV Technology Transfer Agreement with ISRO and an MoU with United Aircraft Corporation, Russia, for the production of civil commuter aircraft SJ-100.
HAL reported a revenue from operations of ₹33,050 crores for FY 2025-26, a 7% increase from ₹30,981 crores in FY 2024-25. Manufacturing revenue stood at ₹9,227 crores and ROH revenue at ₹20,524 crores. Export revenue grew to ₹501 crores from ₹400 crores in the previous year. Profitability remained robust, with EBITDA growing by 11% to ₹13,472 crores and profit before tax increasing by 12% to ₹12,112 crores.
The company's order book strengthened to ₹2,54,538 crores as of April 1, 2026, from ₹1,89,302 crores in the previous year. Major orders bagged include contracts for 97 LCA Mark-1A, 6 ALH Mark III MR, and 8 Do-228. HAL plans to invest around ₹12,000 crores by 2030 in developing manufacturing infrastructure for future projects like LCA Mark-II and GE 414 engines.
Regarding future outlook, HAL anticipates maintaining a double-digit revenue growth of 10% to 12% for FY 2026-27, with EBITDA margins expected to remain around 30-31%. The company is working towards commencing LCA Mark-1A deliveries by August or September 2026. The rollout of the Tejas Mark II prototype is expected in the last quarter of FY 2026-27, with potential orders anticipated in about two years. The Sukhoi-30 MKI contract execution is slated to begin in FY 2027-28, with deliveries expected to be completed by FY 2028-29. The HTT-40 program deliveries are planned to commence in FY 2027.
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