Ador Welding Limited investor meet summary

NSE: ADOR · BSE: 517041

Investor meet of 12 May 2025, summarised by AI from the filing.

Merger completed in September-October last year; integration 98% done.

Change Merger completed in September-October last year; integration 98% done.
Driver International business growth at more than 25%, focus on US and Australia.
Risk ONGC Uran project delays and cost overruns; margin not holding up.

Ador Welding Limited Q1 FY27 results

As filed: Revenue ₹309 cr (+23% year on year), EBITDA ₹35.7 cr, PAT ₹27.6 cr, EBITDA margin 11.5% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Q4 FY26: Revenue ₹319 cr (+3% year on year), EBITDA ₹47.2 cr (+52% year on year), PAT ₹34.2 cr (+90% year on year), EBITDA margin 14.8% (+479 bps). Score 74 of 100, Above trend. EBITDA margin rose 479 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +3.0% in 30 days (Nifty 500: −0.9%).
Q3 FY26: Revenue ₹287 cr, EBITDA ₹35.2 cr, PAT ₹27.1 cr, EBITDA margin 12.3%. Not scored. No result for the same quarter last year. Share price after the results: +3.1% in 28 days (Nifty 500: −0.7%).
Q2 FY26: Revenue ₹280 cr, EBITDA ₹35.0 cr, PAT ₹26.0 cr, EBITDA margin 12.5%. Not scored. No result for the same quarter last year. Share price after the results: +1.3% in 30 days (Nifty 500: +2.8%).
Q1 FY26: Revenue ₹251 cr, EBITDA −₹4.0 cr, PAT −₹3.0 cr, EBITDA margin -1.6%. Not scored. No result for the same quarter last year. Share price after the results: −0.5% in 30 days (Nifty 500: +2.8%).
Q4 FY25: Revenue ₹308 cr, EBITDA ₹32.0 cr, PAT ₹22.0 cr, EBITDA margin 10.4%. Not scored. No result for the same quarter last year. Share price after the results: +14.7% in 30 days (Nifty 500: +4.5%).

Past price moves after results do not indicate future moves. Not a recommendation.

Figures from the company's filings with NSE and BSE. Not investment advice.