CSM Technologies Q1 FY27 Results (NSE: CSM)

· Analysis by Alpha Inflection

Signal: Slipped to loss

The read

The key inflection is a sharp operating reversal: consolidated revenue grew 20.8% YoY to ₹4270.00 lakh but EBITDA fell to -₹708.00 lakh and PAT to -₹831.00 lakh from ₹258.30 lakh profit last year and ₹930.00 lakh in Q4; this breaks the recent margin-expansion arc and requires evidence that the loss is temporary before the FY27 trajectory can be trusted.

CSM Technologies Q1 FY27 key financials
MetricValueYoYQoQ
Revenue₹42.7 Cr+20.8%-29.3%
EBIT₹-8.51 CrN/A
Net profit₹-8.31 Cr-421.9%
EPS₹-2.14-419.4%
EBIT margin-16.6%

P&L walk

Consolidated revenue increased to ₹4270.00 lakh, +20.8% YoY, but EBITDA was -₹708.00 lakh versus a positive Q4 margin of 25.09%; depreciation of ₹133.90 lakh and finance costs of ₹23.80 lakh compounded the operating loss, producing PAT of -₹831.00 lakh.

Segments

No segment table is disclosed, but the consolidated loss of ₹831.00 lakh versus standalone loss of ₹778.00 lakh indicates a ₹53.00 lakh incremental subsidiary drag; overseas subsidiaries contributed ₹128.25 lakh of revenue and ₹79.51 lakh of loss.

Key positives

Key concerns

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