OBSC Perfection Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 28 May 2026 | Auto Components | Market Cap: ₹2.2K Cr
The company targets a revenue growth of 40%-45% for FY27, building on over 50% growth achieved last year. OBSC Perfection expects continued strong revenue growth, targeting 40%-45% revenue growth for FY27, similar to FY26’s 54% growth.
From OBSC Perfection Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹835
Market Cap
₹2.2K Cr
P/E Ratio
70.0
Revenue Rank
Margin Rank
How does OBSC Perfection Ltd rank in Auto Components?
Compare OBSC Perfection Ltd against every Auto Components company this quarter on revenue, margins and earnings-call signals.
OBSC Perfection Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹72 Cr, net profit ₹9 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 1- →The company targets a revenue growth of 40%-45% for FY27, building on over 50% growth achieved last year. (Page 13)
- →Export revenue is expected to increase, potentially exceeding 30%-35% of the business this year, which should be margin accretive due to higher pricing on exports. (Page 13)
- →The new plant in Supa could generate revenues of INR 700-800 crores at peak efficiencies, though this will take time to achieve. (Page 12)
- →Incremental capex of INR 15-20 crores is planned to support growth, expected to sustain business expansion for the next two years. (Page 12)
- →New product lines like shock absorber rods, solar fasteners, and humanoid parts are expected to scale up, contributing to revenue growth. (Pages 21, 9, 10)
- →Export orders are expected to surge particularly in the US and Mexico markets, supported by a favorable rupee and India’s China Plus One advantage. (Pages 8-9)
📈 Profitability & Margins
Rank 3- →OBSC Perfection expects continued strong revenue growth, targeting 40%-45% revenue growth for FY27, similar to FY26’s 54% growth.
- →The company is in a scale-up phase with significant capex ongoing, impacting free cash flow which is not expected to turn positive soon.
- →EBITDA margins are expected to be sustained or improve slightly (~1% margin growth) due to growing exports and diversification into defence and non-automotive sectors.
- →Export revenue is increasing, expected to be 30-35% of total business, yielding better margins (10%+ over domestic pricing).
- →New plants (e.g., Sanand shock absorber plant) and expansions like Supa plant have significant revenue potential (Supa alone could reach INR700-800 crores at peak).
- →The company is investing INR15-20 crores incremental capex in FY27 to support growth and capacity.
- →Long-term vision includes moving up value chain with higher specification, assemblies, and IP-driven products, potentially boosting profitability and EPS over 5 years.
🏗️ Capital Expenditure Plans
Yes- →Ongoing capex on the stamping project is about 70% complete, with total investment around INR 9 crores including tools and fixtures. (Page 21)
- →In FY27, incremental capex planned is INR 15-20 crores to sustain growth for the next two years. (Page 13)
- →Acquisition of a stamping company is near completion, adding capabilities for welded assemblies and moving up the value chain. (Page 13)
- →Large-scale expansion includes building mega factories such as the Supa plant, capable of generating INR 700-800 crores revenue, developed in a phased and frugal manner to keep overheads minimal. (Pages 4, 12)
- →Continuous investments are made in automation and new processes like Cold Forging and Hot Forging to remain competitive and scalable. (Pages 5,14)
- →Strategic investments also include land acquisition (e.g., 11 acres at INR 17-18 crores) to support expansion plans. (Page 21)
💰 Fundraising & Capital Structure
Yes- →The company has raised funds recently through a preferential issue of INR 43.3 crores to support growth and build mega factories.
- →They are continuously deploying cash generated from operations and have also raised funds through debt.
- →There is an ongoing and continuous need for capital investment due to rapid growth (50%+ growth rate).
- →Management indicated that multiple expansions and capital investments are planned, with incremental capex of INR 15-20 crores planned for FY27.
- →Due to these expansions and investments, it is difficult to specify when free cash flow will turn positive as generated cash is being reinvested.
- →No specific new fundraising initiatives (debt or equity) beyond current plans were explicitly mentioned for the near future.
📋 Order Book & Pipeline
Yes- →OBSC Perfection has a strong order book of over INR 1,200 crores providing revenue visibility beyond current customers and sales.
- →Automotive order book accounts for approximately INR 980 crores.
- →Non-automotive order book stands at around INR 230 crores.
- →These orders are expected to be executed over a period of six to seven years.
- →Short-term confirmed orders are around INR 200-300 crores.
- →The remainder consists of nominated orders and scheduling agreements, which are legally binding with volumes subject to ±20% variation.
- →Most export orders, especially to the U.S., are set to start within the next two to three months, potentially causing a surge in export revenues.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were OBSC Perfection Ltd Q4 FY26 results?
The company targets a revenue growth of 40%-45% for FY27, building on over 50% growth achieved last year. OBSC Perfection expects continued strong revenue growth, targeting 40%-45% revenue growth for FY27, similar to FY26’s 54% growth.
What is OBSC Perfection Ltd share price analysis?
OBSC Perfection Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 70.0 with a market cap of ₹2,202 Cr. Investors should review the full earnings analysis for detailed insights.
Is OBSC Perfection Ltd planning capital expenditure?
Ongoing capex on the stamping project is about 70% complete, with total investment around INR 9 crores including tools and fixtures.
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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.