Blue Star Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Star's Q1 FY26 revenue grew 4.1% to Rs 2,982 Cr, though net profit dropped to Rs 120.82 Cr, primarily impacted by unseasonal rains hitting Room AC sales. The B2B segments, including Electro-Mechanical Projects and Commercial Air Conditioning, delivered robust growth, pushing the carried-forward order book to a record Rs 6,843 Cr, up 12.5%. Management remains optimistic about full-year growth, anticipating a Room AC industry recovery during the festive season. The company continues strategic investments in manufacturing, R&D, and digitalization, with a confident outlook on long-term growth despite short-term headwinds.