Danlaw Tech. Q1 FY27 Results (BSE: 532329)
Signal: Steady quarter
The read
The quarter marks a stronger growth phase, with revenue at ₹8,003.31 lakh, +46.1% YoY versus the latest available prior-series growth of +24.5%, and PAT at ₹953.51 lakh, +60.8% YoY; gross margin expanded 597bps to 34.9%, but the absence of a disclosed driver leaves the durability of the margin inflection to be confirmed.
| Metric | Value | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹80.03 Cr | +46.1% | +8.3% |
| Net profit | ₹9.54 Cr | +60.8% | |
| EPS | ₹19.58 | +60.8% |
P&L walk
Standalone revenue was ₹8,003.31 lakh, +46.1% YoY and +8.3% QoQ, while gross margin expanded 597bps YoY to 34.9%; PAT grew faster at +60.8% to ₹953.51 lakh, with the filing not disclosing the margin-expansion driver.
Key positives
- Revenue reached ₹8,003.31 lakh, growing +46.1% YoY and +8.3% QoQ, an acceleration from the latest available prior-series growth of +24.5% YoY.
- Gross margin expanded 597bps YoY to 34.9%, with raw material cost at 65.1% of revenue versus 59.1% a year earlier; the filing does not disclose the cause.
- PAT grew +60.8% YoY to ₹953.51 lakh, ahead of revenue growth, while EPS rose in line from ₹12.18 to ₹19.58.
Key concerns
- The filing does not disclose volume, realisation, product mix, capacity utilisation or order-book data, limiting assessment of whether the +46.1% revenue growth is durable.
- The 597bps gross-margin expansion is not attributed to input deflation, pricing or mix, so it remains unconfirmed as a structural improvement.
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