Shreerefrigerations earnings calls.

Shree Refrigerations Ltd delivered 153 croreCurrent reported value: 153 crore. No comparable prior figure is available in the source record. revenue in FY26, up from 50 crore in FY22, representing a 45% CAGR over four years. The H2 FY26 was exceptionally strong with 100 crore revenue (100% YoY and 100% H1-H2 growth), driven by capacity ramp-up and order execution after H1 was muted due to design approvals and type testing. EBITDA margin moderated to 21%Current reported value: 21%. No comparable prior figure is available in the source record. (from 27% in FY25) primarily because spares and service revenue declined to 7% of total from 30% historically—management targets increasing this to 15-20% going forward. PAT stands at approximately 21 croreCurrent reported value: 21 crore. No comparable prior figure is available in the source record. with EPS of 6.47 rupees versus 5 rupees last year. The company has 270 crCurrent 270 Cr. Reported change: 1.8x revenue.ore order book (1.8x revenue) and 64% market share in defense naval HVAC. New 70,000 sq ftCurrent 70,000 sq ft. Reported change: +50,000 sq ft expansion. facility at Umbergaon (commercial from June 2026) is complete, requiring no major capex for 2+ years. Management reaffirmed 40% CAGR guidance for 3-5 years and 1,000 crore revenue target by FY30-31Current reported value: 1,000 crore revenue target by FY30-31. No comparable prior figure is available in the source record.. Key risks: commodity inflation impacting margins, concentration in single sector, and data center revenue not kicking in until FY28.