Blue Star Limited — PPTs, 07-05-2026: Investor Presentation

Blue Star delivered a strong Q4 FY26, with revenue up 1.3% to ₹4,072 Cr and EBITDA surging 16.8% to ₹326 Cr, boosting its EBITDA margin to 8.0%. EPS also jumped 17.05% to ₹11.05.

Growth was primarily fueled by Electro-Mechanical Projects, which saw 35% higher order bookings from buildings, data centers, and factories. The Commercial AC and Room AC segments also performed well, benefiting from summer stocking and government/retail demand.

For the full year, revenue grew 3.6% to ₹12,402 Cr, and EBITDA increased 6.16% to ₹930 Cr. Strategically, the company is expanding in the US and has started supplies to Europe. New room ACs were launched across all segments, compliant with new BEE norms. Despite a one-time ₹38 Cr exceptional impact on full-year PBT, Blue Star remains confident in continued growth, especially from robust demand in data centers and industrial sectors.