BATLIBOI / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Batliboi · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-12Back to quarter ↗

Questions audited

Answered directly

77%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Deep Sanche · Mana Finance

direct

Details on Surat land bank and monetization plans.

We have 4 acres of land which are for sale. We are still looking at the right customer to give us the right price. We also have surplus land for development which long-term we will develop ourselves.

Deep Sanche · Mana Finance

direct

Current debt levels and decline post-merger.

At the moment we only have a cash credit level of debt which is interest bearing. The promoter's debt is about 40 crores. Our cash credit is about 9 odd crores.

Deep Sanche · Mana Finance

partial

Plans for FY27 given US trade situation.

The textile industry is extremely bullish because at 18% duty we would be amongst the lowest tariff for textiles into the US. The Indo EU treaty also augurs well for our zero liquid discharge business.

Deep Sanche · Mana Finance

direct

Exports to Bangladesh and related issues.

Yes, our textile air engineering business has a strong focus of exports in Bangladesh. The problem today is of getting the LCs from Bangladesh which hopefully will get resolved with the election.

Deep Sanche · Mana Finance

partial

Solar capacity and payback period.

1 megawatt of solar roughly. Generally it is around four years but it can improve also slightly with some benefits that we hope to get from the government of Gujarat.

Duf Maheshwari · Perpet Ventures LLP

direct

Any impending equity dilutions or acquisitions.

There is no plan at the moment to have any further dilution of equity unless we get some very interesting acquisition proposals. We are looking at things but no concrete proposal as yet.

Duf Maheshwari · Perpet Ventures LLP

partial

Positioning to capture manufacturing growth theme.

Machine tool manufacturing has vast growth. Textile engineering is looking at non-textile business. Machine tool trading division looks impressive due to defense and aerospace investments.

Duf Maheshwari · Perpet Ventures LLP

direct

When will guidance be revised upward?

Once we see the fine print of the Indo-US trade agreement and positive signs on the EU side, we will revise our guidance. We will give a better idea towards the end of our Q4 results.

NIK Mata · Sequent Investments

evasive

Margin profile ranking across divisions.

It's very difficult to give because it all depends on the mix. It keeps on shifting quarter to quarter. Our margins are no different than industry margins.

NIK Mata · Sequent Investments

partial

Revenue growth trajectory given order book.

FY27 will be a new ball game altogether. The guidance for FY27 will be better than what we projected for 26.

NIK Mata · Sequent Investments

direct

Are the orders confirmed or LOAs?

We take orders only when they are confirmed and especially where we have either a confirmed LC or we have some kind of an advance. We don't recognize LOIs.

Prashant Kumar Utam Lal · Individual Investor

direct

Steps to improve margins to double digit.

Double digit margins will only happen if all our businesses operate at double digit. Don't expect dramatic change in margins. There'll be marginal improvement.