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Usha Martin Limited Q4 FY25 earnings call summary

NSE: USHAMART · BSE: 517146

Earnings call of 13 May 2025, summarised by AI from the filing.

New Ranchi capacity and the One Usha Martin model, with direct exports from India to Europe, are expected to lift volumes and margins.

Key takeaways

  1. Growth driver New Ranchi capacity and the One Usha Martin model, with direct exports from India to Europe, are expected to lift volumes and margins.
  2. Main risk U.S. tariff uncertainty could make customers hold back imports and get stuck with higher inventory.

Original filing on BSE

Usha Martin Limited Q1 FY27 results

As filed: Revenue ₹1,033 cr (+16% year on year), EBITDA ₹208 cr (+43% year on year), PAT ₹142 cr (+41% year on year), EBITDA margin 20.1% (+379 bps).

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

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹979 cr (+9% year on year), EBITDA ₹212 cr (+51% year on year), PAT ₹148 cr (+47% year on year), EBITDA margin 21.6% (+598 bps). Score 88 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 598 bps year on year. Share price after the results: +9.6% in 29 days (Nifty 500: −0.9%).
  • Q3 FY26: Revenue ₹917 cr (+7% year on year), EBITDA ₹176 cr (+23% year on year), PAT ₹108 cr (+31% year on year), EBITDA margin 19.2% (+258 bps). Score 75 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit before exceptional items growth were well above it. EBITDA margin rose 258 bps year on year. Profit fell 10% from last quarter. Share price after the results: +2.4% in 29 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹908 cr (+2% year on year), EBITDA ₹173 cr (+7% year on year), PAT ₹110 cr (+1% year on year), EBITDA margin 19.1% (+98 bps). Score 51 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 98 bps year on year. Share price after the results: −11.7% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹887 cr (+7% year on year), EBITDA ₹145 cr (−6% year on year), PAT ₹101 cr (−3% year on year), EBITDA margin 16.4% (−242 bps). Score 44 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 242 bps year on year. Share price after the results: +9.5% in 30 days (Nifty 500: +2.4%).
  • Q4 FY25: Revenue ₹896 cr (+8% year on year), EBITDA ₹140 cr (−9% year on year), PAT ₹101 cr (−5% year on year), EBITDA margin 15.6% (−283 bps). Score 42 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was well below it; profit growth was below it. EBITDA margin fell 283 bps year on year. Share price after the results: +5.9% in 30 days (Nifty 500: +7.7%).
  • Q3 FY25: Revenue ₹861 cr (+8% year on year), EBITDA ₹143 cr (−9% year on year), PAT ₹92.0 cr (−15% year on year), EBITDA margin 16.6% (−309 bps). Score 33 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 309 bps year on year. Revenue fell 3% from last quarter.
  • Q2 FY25: Revenue ₹891 cr (+14% year on year), EBITDA ₹161 cr (+12% year on year), PAT ₹109 cr (−1% year on year), EBITDA margin 18.1% (−27 bps). Score 46 of 100, In line with trend. EBITDA margin fell 27 bps year on year. Not enough history for a trend yet: scored on growth alone.

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

Usha Martin Limited earnings call, investor presentation and press release summaries

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