Azad Engineering Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 6 Aug 2026 | Electrical Equipment | Market Cap: ₹15.8K Cr
Azad Engineering anticipates over 30% revenue growth in FY'26, driven by capacity expansion and a robust order book exceeding INR 6,000 crores. The company expects to sustain EBITDA margins at approximately 36.3% in FY'26 and beyond.
From Azad Engineering Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹2,838
Market Cap
₹15.8K Cr
P/E Ratio
118.9
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Azad Engineering Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹157 Cr, net profit ₹35 Cr.
Full financials →📊 Revenue & Sales Performance
- →Azad Engineering anticipates over 30% revenue growth in FY'26, driven by capacity expansion and a robust order book exceeding INR 6,000 crores.
- →The company's verticals like aerospace and defense, and oil and gas, are expected to grow faster than the blended growth rate due to recent qualifications and capacity ramp-up.
- →They plan to progressively add manufacturing facilities, with 95,000 square meters of new space to be operational within 12-18 months, supporting sharp capacity increases.
- →Expansion includes dedicated factories launching during FY'26, enabling the company to cater to existing and new clients.
- →Their strategy targets sustaining a CAGR in revenue growth above 30%, building on a past CAGR near 40%, with increased value addition from components to complete assemblies like gas turbine engines.
- →Focus on scaling the business with precision and agility to meet long-term demand and innovation goals.
📈 Profitability & Margins
- →The company expects to sustain EBITDA margins at approximately 36.3% in FY'26 and beyond.
- →Revenue growth guidance is around 30% for FY'26, driven by capacity expansions and strong order book.
- →Both Aerospace & Defense and Oil & Gas verticals are expected to grow faster than the blended growth rate, aiding overall profitability.
- →Profit After Tax (PAT) grew by 51.5% in FY'25; strong growth momentum is anticipated to continue.
- →Operational readiness and strategic focus, alongside new manufacturing facilities, are expected to drive further margin expansion and profit growth.
- →The company aims for sustained operating leverage leading to improved earnings as higher-margin aerospace and defense work increases.
- →EPS growth is implied to continue in line with revenue and profit growth, though specific EPS figures or guidance were not detailed.
🏗️ Capital Expenditure Plans
- →Azad Engineering has raised INR 700 crores via QIP, earmarked for infrastructure and capacity building over the next few years.
- →The company is currently setting up new manufacturing facilities, including a 95,000 square meters Phase-2 plant with staggered commissioning.
- →Two new dedicated lean manufacturing facilities (7,200 sqm and 7,600 sqm) have already been inaugurated and are contributing to revenues.
- →Investment includes imported, advanced machinery for new plants; around 70% machines have arrived at one plant, with the balance arriving in 1-2 quarters.
- →Focus for FY '26 is consolidating and stabilizing these facilities before rapid growth.
- →Future capex will be staggered, supporting capacity ramp-up and new facility inaugurations in the coming years.
- →There is a strategic shift towards value-added products, like end-to-end assembly of gas turbine engines, signaling investment in technology and expertise.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
- →The current order book stands at upwards of INR 6,000 crores.
- →These orders span multiple years, including 3-year, 5-year, and 6-year contracts.
- →The company expects to sustain growth supported by this robust order pipeline.
- →The order book to sales ratio is very strong, indicating long-term revenue visibility.
- →Azad Engineering is progressively adding manufacturing facilities to cater to this growing order book.
- →They anticipate significant capacity to handle these orders with new facilities coming online.
- →The focus is on scaling up manufacturing capabilities to meet customer commitments and shareholder expectations.
Key Metrics
Frequently Asked Questions
What were Azad Engineering Ltd Q4 FY25 results?
Azad Engineering anticipates over 30% revenue growth in FY'26, driven by capacity expansion and a robust order book exceeding INR 6,000 crores. The company expects to sustain EBITDA margins at approximately 36.3% in FY'26 and beyond.
What is Azad Engineering Ltd share price analysis?
Azad Engineering Ltd currently shows a neutral. The stock trades at a P/E of 118.9 with a market cap of ₹15,802 Cr. Investors should review the full earnings analysis for detailed insights.
Is Azad Engineering Ltd planning capital expenditure?
Azad Engineering has raised INR 700 crores via QIP, earmarked for infrastructure and capacity building over the next few years.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.