Lohia earnings calls.

Lohia Corp delivered a standout Q1 FY27 with 503 croreCurrent reported value: 503 crore. No comparable prior figure is available in the source record. revenue (+60Current reported value: 60. No comparable prior figure is available in the source record.% YoY), 100 croreCurrent reported value: 100 crore. No comparable prior figure is available in the source record. EBITDA (+276% YoY), and 19.9%Current reported value: 19.9%. No comparable prior figure is available in the source record. EBITDA margin (+840bps YoY) — beating historical 15-20% band. The 1,780 croreCurrent 1,780 crore. Reported change: +195% YoY. order book (up 195% YoY) provides 6-9 months execution visibility. Domestic orders dominate currently (~70%), but management targets 50% export revenue normalization. Margins are defended via periodic price revisions, supplier contract hedging, and discount management. The company commands 15-20% pricing premiumCurrent reported value: 15-20% pricing premium. No comparable prior figure is available in the source record. over Chinese competitors through technology and service differentiation. Capacity utilization at 75%Current 75%. Reported change: +10pp to Peak. (vs 85% peak) supports 2,400-2,500 croreCurrent reported value: 2,400-2,500 crore. No comparable prior figure is available in the source record. revenue potential without major capex. Management guides 20-25% revenue growthCurrent reported value: 20-25% revenue growth. No comparable prior figure is available in the source record. and expects Q1 as leanest quarter. Key risks include customer concentration (only 2-3 global machine suppliers), raw material volatility, and export market share recovery remaining dependent on INR stability and customer expansion decisions.