HAL Q4FY26 Earnings Call: 7% Revenue Growth, INR2.54L Cr Order Book

HAL reported FY26 revenue of INR33,050 crore, up 7% YoY, with EBITDA growing 11% to INR13,472 crore and a robust order book of INR2,54,538 crore.
Management guided for 10-12% revenue growth in FY27 and maintained 30-31% EBITDA margin outlook, targeting delivery of 20 LCA Mk1A aircraft.
Key operational milestones included establishing LCA Mk1A production capacity, maiden flights of ALH Dhruv NG and HTT-40, and signing agreements for SSLV and LEAP engine parts.
The company plans INR12,000 crore capex by 2030 for projects including LCA Mk-II, GE 414 engines, IMRH engines, and SSLV manufacturing infrastructure.