Cochin Shipyard Limited — PPTs, 19-08-2025: Investor Presentation

Cochin Shipyard (CSL) delivered a solid Q1 FY26, with standalone turnover jumping 38% YoY to Rs 977.42 Crore. The Ship Repair segment was a key driver, surging 157% to Rs 629.62 Crore and offsetting a dip in shipbuilding. Profit After Tax (PAT) grew 4% YoY to Rs 187.86 Crore.

CSL is boosting capacity with a new dry dock for large vessels and an International Ship Repair Facility. Strategic MoUs with UAE's Drydocks World and South Korea's HD KSOE are set to expand global shipbuilding and repair capabilities. Recent developments include delivering the 19th Kochi Water Metro boat and a dry cargo vessel to Europe, plus securing new orders for two tugs and a luxury river cruise vessel.

The company holds a strong order book of approx. Rs 21,100 Crore, offering clear revenue visibility, primarily from Defence and Export Commercial projects. An impressive shipbuilding pipeline of approx. Rs 2,85,000 Crore, heavily skewed towards Defence and International Commercial projects, highlights significant future growth potential.