Blue Star Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Blue Star's Q3FY26 revenue grew 4.2% to Rs. 2,925.31 Cr. Net profit stood at Rs. 80.55 Cr, impacted by a Rs. 56.35 Cr exceptional item. The carried-forward order book increased 1.3% to Rs. 6,898.74 Cr. Management noted a subdued Q3, but Room AC sales show revival due to pre-energy label change inventory build-up. Cost control measures helped maintain margins. The outlook for Q4FY26 and FY27 is confident, expecting strong performance across segments, supported by anticipated price hikes of ~10% to offset rising costs. The company focuses on strategic growth and cost optimization.