Batliboi Limited (MCap.- 400Cr)is a diversified business house with a strong presence in Machine Tools, Air Engineering, Textile Machinery, and Environmental Engineering in India and a global presence in Machine Tools through its earlier acquisition of QuickMill, Canada. The Company is committed to driving growth through strategic acquisitions and organic expansion while maintaining operational excellence and creating long term stakeholder value.

1. Financial Snapshot — 1QFY27

●  Topline revenue grew 80% YoY to ₹125 crore, beating earlier management guidance.

●  EBITDA margin held steady at 4% despite global supply-chain disruptions and macro headwinds.

●  PAT for the quarter stood at ₹49 lakhs; on the back of improved performance across all business segments.

●  Order backlog as of June 2026: ~₹618 crore; order inflows in the quarter: ₹283 crore.

●  Company continues to deliver on its balance-sheet deleveraging commitment.

2. Penta Automation Acquisition

●  Batliboi acquired Penta Automation Systems Pvt. Ltd., a profitable player in customised industrial automation and robotics integration. The acquisition gives Batliboi indirect exposure to PAtS Robotics, a group company of Penta in the same domain. With this acquisition Batliboi makes a strategic entry into automation/robotics offering and accelerates entry into higher-value, technology-led solutions.

●  Management believes demand for smarter, adaptive machinery as a structural (not cyclical) shift, aligned with India's push up the manufacturing value chain.

●  Batliboi is targeting ~20-30% growth from Penta Automation going forward.

3. Order Win

●  Landmark order win: ₹52 crore contract from SAEL Industries Ltd. for pollution-control equipment at their upcoming solar cell facility in Jewar, Uttar Pradesh; commissioning expected in 6–8 months. Builds on prior successful delivery of the PEX system for Adani Mundra Solar Ltd., reinforcing EEG's technical credibility in solar manufacturing support.

4. Divisional Performance

●  Machine Tools: Order inflow of ₹59 crore; division backlog of ₹183 crore (30% of company backlog). Redesigned/upgraded machines drove ~30% higher production. 88 machines installed in manufacturing and 1 in trading. New compact Vertical Turning Lathe and large-format VMC in design stage. Demand aided by government push for private participation in defence, aerospace and power.

●  Quickmill (Canada): Turnover of ₹45 crore in the quarter. Continued focus on high-rail machines plus a new HD Rail machine in development. Healthy opening order book and strong pipeline expected to lift FY27 performance.

●  Textile Machinery Group: Order inflow of ₹79 crore; backlog of ₹201 crore; quarterly revenue of ₹12 crore. Outlook for this division remains positive supported by new textile incentive policies, lower power tariffs, and focus on retro-fit, Africa and South Asia export markets.

●  Air Engineering Group: Revenue of ₹21 crore with order an inflow of ₹21 crore for the quarter. with a healthy order backlog of ₹134 crore. The management believes FY27 will be positive for this division, with strong order prospects across segments and improved business sentiment in and FTA’s benefitting the textile sector.

●  EEG: The group recorded revenue of Rs27cr (~22% of Total Batliboi revenue) with an order inflow of Rs76cr. As of June,2026 Environmental Engineering had an order backlog of Rs134cr which is 22% of the total order backlog of the company. Outlook for this division remains positive both revenue and profitability are expected to improve significantly from FY27 onwards. India’s renewable/solar story is moving beyond module assembly toward full value-chain capability (cells, wafers, ingots, storage, power electronics, recycling) — an opportunity Batliboi's EEG is targeting.

 

●  BREPL (subsidiary): Strong long-term demand visibility driven by mandatory Zero Liquid Discharge (ZLD) regulation in high-pollution industries; growth expected from new geographies/clusters and expansion in Textiles, Food, Chemicals and Pharma. The management expects this division to grow at ~12-15% CAGR.

5. Macro & Industry Context

●  India's domestic demand momentum is seen as durable, supported by Atmanirbharta policy push and manufacturing-capability building.

●  Global supply-chain realignment and new trade arrangements are positioning India as a competitive manufacturing hub.

●  Growth drivers (infra development, consumption) remain intact, though geopolitical conflict has prompted a "wait-and-watch" stance across industries, delaying some project execution despite a healthy order backlog and enquiry pipeline.

6. Management Outlook

●  Management expects improved top-line and bottom-line performance in FY27, supported by strategic initiatives, a robust order book and focused execution. Outlook is positive on no further adverse impact from a prolonged Middle East conflict on the global/Indian economy.

Q1 FY27 Investors PPT Press Release Q1 FY27 Results Disclaimer - Informational only. Not investment advice.
GoIndia Advisors LLP | SEBI Registered Research Analyst | Reg. No. INH000020040 | BSE Enlistment No. - 6518