Cochin Shipyard Ltd
Cochin Shipyard Q1 FY26: Revenue ₹3,250 Cr
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #43 of 56 in Industrial Manufacturing
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Cochin Shipyard Ltd Q1 FY26 key numbers
- Revenue
- Current CAPEX cycle (~Rs.3,250 crores) supports doubling turnover by 2030-31 without substantial new CAPEX.
As stated in Cochin Shipyard Ltd's Q1 FY26 earnings call transcript · published 5 Aug 2026. Reported figures, not investment advice.
The short version
Cochin Shipyard projects top-line growth of 14% to 15% for FY26. Cochin Shipyard guides for overall EBITDA margin around 20% for FY26, lower than FY24's ~24%, mainly due to absence of large aircraft carrier projects.
From Cochin Shipyard Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Cochin Shipyard projects top-line growth of 14% to 15% for FY26.
- The company generally guides 10% to 12% annual growth, considering industry cyclicality.
- Aiming to double turnover around 2030-31, leveraging existing and new facilities.
- Current CAPEX cycle (~Rs.3,250 crores) supports doubling turnover by 2030-31 without substantial new CAPEX.
- Beyond 2030-31, additional CAPEX will be invested for growth crossing Rs.10,000-12,000 crores revenue.
- Long-term plans align with Maritime India Vision 2030 and Maritime Amrit Kaal Vision 2047, targeting sustained growth.
2 more points from Cochin Shipyard Ltd's call on revenue
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Profitability & Margins
See what Cochin Shipyard Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Completed a Rs.3,250 crore CAPEX cycle over the last seven years across Cochin Shipyard facilities and subsidiaries.
- Expect no significant additional CAPEX in the near term to double revenue by 2030-31, leveraging existing facilities.
- Future CAPEX planned beyond 2030-31 to cross Rs.10,000-12,000 crore turnover threshold.
- Potential CAPEX for new workstation facilities in collaboration with HD KSOE; details not finalized.
- Drydocks World JV currently requires no further CAPEX; additional investment possible with business expansion.
- Maritime Development Fund (up to Rs.70,000 crore) may provide affordable equity/debt funding for long-term investments.
2 more points from Cochin Shipyard Ltd's call on capex
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Cochin Shipyard Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately Rs. 21,100 crores.
- This includes about Rs. 1,500 crores from ship repair orders.
- Shipbuilding order book is around Rs. 19,600 crores comprising 75 vessels across Kochi facility, Udupi CSL, and Hooghly CSL.
- Of these 75 vessels:
- 25 are in design and early construction stage,
- 37 are under fabrication and assembly (mid-stage),
- 13 vessels have been launched and are in advanced completion stages.
- Defense order book is Rs. 13,700 crores covering 14 vessels in two main projects:
- ASW Corvette project (Rs. 3,700 crores),
- Next Generation Missile Vessels project (6 ships).
- Defense order pipeline totals nearly Rs. 2.2 lakh crores with various projects at bid, RFP, and RFI stages.
- Two major bids worth Rs. 10,000 crores submitted:
2 more points from Cochin Shipyard Ltd's call on order book
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What the Q1 FY26 call signalled
1 of 3 strong
Cochin Shipyard Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.5K Cr, net profit ₹276 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Cochin Shipyard's management said in earlier quarters
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Cochin Shipyard Ltd Q1 FY26 results?
Cochin Shipyard projects top-line growth of 14% to 15% for FY26. Cochin Shipyard guides for overall EBITDA margin around 20% for FY26, lower than FY24's ~24%, mainly due to absence of large aircraft carrier projects.
What is Cochin Shipyard Ltd share price analysis?
Cochin Shipyard Ltd currently shows a below-average growth signal. The stock trades at a P/E of 66.6 with a market cap of ₹39,370 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cochin Shipyard Ltd planning capital expenditure?
Completed a Rs.3,250 crore CAPEX cycle over the last seven years across Cochin Shipyard facilities and subsidiaries.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.