Lohia Corp Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 1 Sept 2026 | Industrial Manufacturing | Market Cap: ₹6.1K Cr
The company expects revenue growth in the range of 20% to 25% annually (Page 14). The company expects revenue growth in the range of 20% to 25% for FY27 and FY28 due to increasing product applications (Page 14).
From Lohia Corp Ltd's Q1 FY27 earnings-call transcript · updated 1 Sept 2026.
Price
₹544
Market Cap
₹6.1K Cr
P/E Ratio
24.6
Revenue Rank
Margin Rank
How does Lohia Corp Ltd rank in Industrial Manufacturing?
Compare Lohia Corp Ltd against every Industrial Manufacturing company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 2- →The company expects revenue growth in the range of 20% to 25% annually (Page 14).
- →This growth is driven by increasing applications for their products and expanding end-user industries.
- →The order book has shown a steep jump, supported by domestic market investments and steady export markets (Pages 7-8).
- →Exports are expected to stabilize around 50% of revenue and order book going forward (Page 8).
- →Capacity utilization is currently around 70-75%, with room to increase to 85% without major capex (Pages 16-17).
- →Beyond INR2,500 crores in revenue, major capex of INR80-100 crores may be required to support further growth (Page 17).
- →Replacement market opportunity is expected to increase due to machine life cycles domestically and internationally (Page 19).
📈 Profitability & Margins
Rank 3- →The company expects revenue growth in the range of 20% to 25% for FY27 and FY28 due to increasing product applications (Page 14).
- →EBITDA margins have stabilized around 20%, considered the new normal, with potential improvement from operating leverage (Pages 7, 14).
- →Operating leverage from higher export share (which commands 10%-15% higher sales prices) could increase EBITDA (Page 14).
- →Capacity utilization is currently around 70%-75%, with potential to increase to 80%-85%, supporting revenue growth up to INR 2,400-2,500 crores before major capex is needed (Pages 16, 10).
- →The management does not provide explicit EPS guidance but indicates margin sustainability and steady earnings growth backed by a strong order book and expanding markets (Pages 6-7, 14).
- →Replacement demand and expansion in international markets add to long-term growth prospects (Page 19).
🏗️ Capital Expenditure Plans
Yes- →Current capacity utilization is around 70-75%; can be increased to about 85% without major capex.
- →Immediate capacity expansion possible within 5-6 months using existing land adjacent to Kanpur operations; requires sheds and equipment.
- →Maintenance and balancing capex are ongoing annually to support production.
- →Major new capex required only beyond INR 2,400-2,500 crore revenue mark.
- →For every additional INR 500 crore turnover beyond that, expected capex is around INR 80-100 crore.
- →No major capex plans initiated yet for expansion beyond current capacity.
- →Capex strategy intended to keep company light on capital expenditure with high asset turnover (3-4x).
💰 Fundraising & Capital Structure
No information- →There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
- →The company emphasizes maintaining financial discipline and balance sheet strength while funding growth.
- →They intend to fund growth through measured investments without indicating any new debt or equity issuance.
- →The company continues to be net debt-negative, suggesting no immediate need for additional debt.
- →No specific plans or discussions about raising capital through equity are indicated in the call.
📋 Order Book & Pipeline
Yes- →As of June 30, 2026, Lohia Corp's order book stood at approximately INR 1,778 to INR 1,800 crores, reflecting a 30% increase since March 2026 and a 195% rise since June 2025.
- →Orders are backed by customer advances amounting to about 20%.
- →The order book provides reasonable visibility for execution over the upcoming quarters, with most orders expected to be executed within 6 to 9 months.
- →Around 3% to 5% of the current order book comes from replacement cycles; majority demand is driven by capacity expansion from existing technical textile players.
- →Domestic orders currently make up about 70% of the order book, with exports constituting around 30%, though exports are expected to stabilize to about 50% in the long term.
- →The company expects continued order book growth, considering increasing applications and industry expansion, with no signs of peaking in the near future.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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Frequently Asked Questions
What were Lohia Corp Ltd Q1 FY27 results?
The company expects revenue growth in the range of 20% to 25% annually (Page 14). The company expects revenue growth in the range of 20% to 25% for FY27 and FY28 due to increasing product applications (Page 14).
What is Lohia Corp Ltd share price analysis?
Lohia Corp Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 24.6 with a market cap of ₹6,098 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lohia Corp Ltd planning capital expenditure?
Current capacity utilization is around 70-75%; can be increased to about 85% without major capex.
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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.