Olectra Greentech Limited (532439) Earnings Call Transcripts

Olectra Greentech Limited's Latest Earnings Call - June 1, 2026

In Q4 FY '26, Olectra Greentech Limited reported a significant revenue increase, achieving INR 2,312 crores, marking a 28% year-on-year growth. The company also recorded its highest ever EBITDA at INR 352 crores, reflecting a 27% increase, and a PAT of INR 953 crores, up 29%. Management maintained a positive outlook for FY '27, targeting vehicle deliveries of 2,500 units, despite ongoing supply chain challenges. The strong performance and ambitious guidance could positively influence the stock in the near term.

Reported metrics

Guidance from management

Management is targeting 2,500 vehicle deliveries for FY '27, emphasizing operational efficiency and addressing supply chain challenges. They remain optimistic about achieving this goal despite external factors.

What management said

FY '27, we are looking at around 2,500 vehicles. That's the plan and the budget we are working on. It's not an easy plan looking at what's happening in the scenario in terms of geopolitics. If you look at -- if there are no external factors, I think the team is capable of delivering 2,500 vehicles. We will work based on external factors to ensure, derisk it and demitigate it to achieve that target.

So what happens is there will be quarter-on-quarter increase. So the average rate will be the one which you are talking about. We will have on the first quarter a different mix and different numbers while we -- second quarter. If you look at the average of all 4 quarters is the number what I'm talking of.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the current production run rate and the impact of geopolitical issues on supply chain stability. There were also questions about the company's ability to penetrate the private bus market effectively.

Main topics on the call

• Revenue Growth — Olectra reported consolidated revenue of INR 2,312 crores for FY '26, a 28% increase from the previous year. Management stated, "FY '26 marked an important milestone for the company with consolidated revenue crossing INR...
• Vehicle Deliveries — The company delivered 1,280 electric vehicles in FY '26, representing a 32% increase year-on-year. Management emphasized, "We are looking at around 2,500 vehicles for FY '27," indicating confidence in scaling production ...
• Profitability Metrics — Olectra achieved an EBITDA margin of 15.2% with a PAT of INR 953 crores, reflecting a growth of 29%. The CFO noted, "This represents the highest ever EBITDA, highest ever revenue and highest ever PAT reported by the comp...
• Future Guidance — Management guided for a target of 2,500 vehicle deliveries in FY '27, with a focus on maintaining operational efficiency. They stated, "We are fully positive and working towards achieving this 2,500 target."

Read the full Olectra Greentech Limited transcript (June 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 9 Olectra Greentech Limited earnings call transcripts on record, spanning January 31, 2024 to June 1, 2026. Based on this history, Olectra Greentech Limited reports quarterly. The most recent call on file is dated June 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532439

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

9

First call

January 31, 2024

Most recent

June 1, 2026

Reporting cadence

quarterly