Waterways Leisure Tourism Limited
Waterways Leisure Tourism Q2 FY27 earnings call: Revenue & Margins
Q2 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY27 call signalled
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The short version
The company expects strong future growth driven by expanded fleet capacity, including the recent delivery of Cordelia Sky and upcoming arrival of SUN in 11 months. The company expects steady future growth driven by disciplined capacity expansion and operational efficiency.
From Waterways Leisure Tourism Limited's Q2 FY27 earnings-call transcript · updated 15 Oct 2026.
Revenue & Sales Performance
- The company expects strong future growth driven by expanded fleet capacity, including the recent delivery of Cordelia Sky and upcoming arrival of SUN in 11 months.
- Continuous fleet expansion is planned, with initial discussions underway for additional vessels beyond SUN to capture growing market demand.
- India’s cruise market shows significant headroom, growing at 20-25% CAGR between FY26 and FY31, supported by increasing domestic cruise passenger movements.
- Growth also expected from developing new home ports and diversifying cruise itineraries across India and Southeast Asia.
- Non-traditional revenue streams like weddings and celebrations are projected to grow, with FY28 expected to have ~95 wedding dates versus 65-70 typically.
- The loyalty program (Chairman’s Club) aims to boost repeat customer engagement and revenue.
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Profitability & Margins
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Capital Expenditure Plans
- The company is actively expanding its fleet, having recently taken delivery of the Cordelia Sky ship one month ahead of schedule.
- A sister ship, Cordelia Sun, is confirmed for delivery in 11 months, slightly bigger with more suites.
- The management is exploring further fleet expansion opportunities beyond Cordelia Sun, currently in initial discussion stages.
- Financial planning for new vessels is underway, considering both higher purchase lease arrangements (10-year lease leading to ownership) and outright purchases.
- The company has advanced funds via subsidiaries and intermediaries as part of ongoing vessel acquisition negotiations.
- Investment in building new cruise itineraries and home ports to support growth.
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Fundraising & Capital Structure
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Order Book & Pipeline
- The company has recently taken delivery of the ship "Cordelia Sky" one month earlier than scheduled (September 10, 2026).
- Another sister ship "Sun" is confirmed and scheduled for delivery in 11 months from the call date (around September 2027).
- The company is in initial discussions for further fleet expansion beyond the delivery of "Sun" but no specific details or orders have yet been finalized.
- For financing the future vessels, the company is considering higher purchase arrangements or outright purchase depending on deal conditions.
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Waterways Leisure Tourism Limited — Quarterly revenue & net profit
Q2 FY27 figures are not in this chart yet. Latest shown: Jun 2026 (Q1 FY27). The Q2 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹190 Cr, net profit ₹23 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Waterways Leisur's management said in earlier quarters
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Frequently Asked Questions
What were Waterways Leisure Tourism Limited Q2 FY27 results?
The company expects strong future growth driven by expanded fleet capacity, including the recent delivery of Cordelia Sky and upcoming arrival of SUN in 11 months. The company expects steady future growth driven by disciplined capacity expansion and operational efficiency.
What is Waterways Leisure Tourism Limited share price analysis?
Waterways Leisure Tourism Limited currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 174.3 with a market cap of ₹6,995 Cr. Investors should review the full earnings analysis for detailed insights.
Is Waterways Leisure Tourism Limited planning capital expenditure?
The company is actively expanding its fleet, having recently taken delivery of the Cordelia Sky ship one month ahead of schedule.
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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.