Azad Engineering Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Azad Engineering reported strong Q1 FY26 results: Revenue INR135 Cr (+36.7% YoY), EBITDA margin 36.1%, PAT margin 22.3%. The company maintains its FY26 top-line growth outlook of 25-30%, backed by a robust INR6,000+ Cr order book. Management is focused on ramping up 8 new manufacturing facilities with INR450 Cr capex for FY26. They are confident in sustained high-margin growth, noting minimal tariff impact due to strong competitive positioning. All segments, including Aerospace, are expected to contribute significantly to record performance. Sentiment is confident.