Delton Cables Ltd
Delton Cables Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on Delton Cables Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.
The short version
Q4 FY26 revenue: ₹3,213 million, a 58% increase over Q4 FY25 revenue of ₹2,027 million (Page 28). Q4FY26 EBITDA: ₹154 million, down 5% YoY from ₹162 million in Q4FY25 (Page 28) - Q4FY26 Operating margin (EBITDA margin): 4.8%, down from 8.1% in Q4FY25 (Page 27) - Q4FY26 Profit After Tax (PAT):
From Delton Cables Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.
Revenue & Sales Performance
- Q4 FY26 revenue: ₹3,213 million, a 58% increase over Q4 FY25 revenue of ₹2,027 million (Page 28).
- Q4 FY26 adjusted PAT: ₹16 million, down 73% YoY (Page 28).
- Q4 FY26 EBITDA: ₹154 million, slightly down 5% YoY from Q4 FY25 (Page 28).
- FY26 full-year revenue: ₹9,864 million, up 39% from ₹7,093 million in FY25 (Pages 27, 28, 30).
- FY26 adjusted PAT: ₹145 million, up 21% from FY25 (Page 30).
- FY26 EBITDA margin at 6.7%, lower than expected due to higher input costs and supply chain issues (Page 25).
- Export increased to ₹140 million in FY26 from ₹7 million in FY25 (Page 25).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Delton Cables Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The presentation highlights an "Asset Light Approach" for capacity expansion, focusing on maximizing asset utilization and installing top-tier machinery in leased facilities to enhance productivity, emphasizing an OPEX model over CAPEX-heavy investments (Page 18).
- Phased Capex Plan targets capital allocation gradually and systematically from 2024 to 2030, aiming to capitalize on higher asset turnover and improve capacity utilization (Page 18).
- FY26 Fixed Assets jump significantly to INR 2,936.4 million from INR 377.0 million in FY25, largely driven by land revaluation rather than new plant investments (Pages 29-30).
- Revalued land in FY26 at INR 2,401.3 million strengthens balance sheet without immediate tax impact, supporting strategic flexibility and borrowing capacity (Page 26).
2 more points management made on capital expenditure plans
Top-ranked in Electrical Equipment
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 Delton Cables Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Delton Cables Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹320 Cr, net profit ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Delton Cables Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Delton Cables Ltd Q4 FY26 results?
Q4 FY26 revenue: ₹3,213 million, a 58% increase over Q4 FY25 revenue of ₹2,027 million (Page 28). Q4FY26 EBITDA: ₹154 million, down 5% YoY from ₹162 million in Q4FY25 (Page 28) - Q4FY26 Operating margin (EBITDA margin): 4.8%, down from 8.1% in Q4FY25 (Page 27) - Q4FY26 Profit After Tax (PAT):
What is Delton Cables Ltd share price analysis?
Delton Cables Ltd currently shows a neutral. The stock trades at a P/E of 31.9 with a market cap of ₹612 Cr. Investors should review the full earnings analysis for detailed insights.
Is Delton Cables Ltd planning capital expenditure?
The presentation highlights an "Asset Light Approach" for capacity expansion, focusing on maximizing asset utilization and installing top-tier machinery in leased facilities to enhance productivity, emphasizing an OPEX model over CAPEX-heavy investments (Page 18).
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.