Black Box Limited has submitted its Investor Presentation for Q2 FY26 and H1 FY26, highlighting significant financial improvements and a positive outlook. * Q2 FY26 Financial Highlights (Consolidated): * Revenue from Operations: ₹1,585 crore, a 14% sequential (QoQ) increase and 6% year-on-year (YoY) growth. * EBITDA: ₹143 crore, showing a 23% QoQ and 6% YoY increase, with margin improving to 9.0%. * Profit After Tax (PAT): ₹56 crore, up 17% QoQ and 9% YoY, with a margin of 3.5%. * H1 FY26 Financial Highlights (Consolidated): * Revenue from Operations: ₹2,971 crore, a 2% YoY increase. * EBITDA: ₹259 crore, up 4% YoY, with a margin of 8.7%. * PAT: ₹103 crore, a 17% YoY increase, with a margin of 3.5%. * Order Book and Future Outlook: * Q2 FY26 order booking was $218 million. H1 FY26 orders booked totaled $394 million. * The company is on track to book orders worth $1 billion in FY26. * A strategic partnership with Wind River is expected to generate approximately ₹1,350 crore (approx. $30 million annually) in revenue globally over the next five years. * H2 FY26 is expected to outperform H1, supported by a growing order book, improved pipeline visibility, and stronger execution. * Management Commentary: * Mr. Sanjeev Verma, Whole-time Director, stated that Q2 FY26 was a strong quarter with broad-based growth, driven by transformation initiatives and a strong, diversified order book. He expressed confidence in meeting FY26 goals amidst strong traction in high-growth areas like data centers. * Mr. Deepak Kumar Bansal, Executive Director and Global CFO, highlighted the revenue growth and 9% EBITDA margins, attributing financial performance to operational discipline and transformation efforts, with a focus on growing business with prudent capital deployment. * Revised FY26 Guidance: * Revenue: ₹6,750 – ₹7,000 crore (14%-22% YoY growth). * EBITDA: ₹605 – ₹645 crore (14%-22% YoY growth), with margins targeted at 9.0% - 9.2%. * PAT: ₹265 – ₹285 crore (29%-39% YoY growth), with margins targeted at 3.8% - 4.1%.
