Goodluck India Limited — PPTs, 14-02-2026: Investor Presentation

Goodluck India had a solid Q3 & 9M FY26. Sales volume for 9MFY26 jumped 11% YoY to 345,874 MT, with Q3 up 8.2% to 120,196 MT. EBITDA for 9MFY26 soared 24.1% YoY to ₹296.7 Cr, while Q3 EBITDA rose 22.3% to ₹102.8 Cr. Profit After Tax for 9MFY26 grew 11.7% to ₹126.5 Cr.

The company is strategically focused on high-margin products and sectors like auto, railways, and defence. India's infrastructure boom, especially new bullet train projects, is a major tailwind for Engineering Structures. Easing US tariffs also look good for Precision Pipes & Auto Tubes.

Recently, its Goodluck Defence subsidiary began artillery shell production, with first orders ready. A new 50,000 MTPA hydraulic tubes plant was launched to replace imports.

Total Income hit ₹1,038.9 Cr in Q3 (+9.8% YoY) and ₹3,023.3 Cr for 9MFY26 (+6.3% YoY). EPS was ₹12.83 for Q3 (+5.9% YoY) and ₹37.87 for 9MFY26 (+9.5% YoY).

Management sees strong FY27 Defence order visibility, planning to scale artillery shell output to 400,000 units/annum, up from 150,000.