₹1,200 Cr Order Book: Auto ancillary stock jumps 6% after its revenue increases by 70% YoY

Synopsis: OBSC Perfection shares surged 6% after reporting a robust Q3 FY26 performance, with revenue jumping 70.5% YoY to Rs 59.38 crore. Strong domestic and export growth, rising non-auto contribution, and a healthy Rs 1,200-crore order book improved earnings visibility and investor sentiment.

The shares of this company, which is a precision metal component manufacturer offering diversified precision engineering products and caters to suppliers who supply various components and parts to top automotive manufacturing companies in India and around the world, had its shares in momentum today following the announcement of the Q3 performance report, which highlighted progress in several performance metrics. 

With the market cap of Rs 790 crore, the shares of OBSC Perfection Ltd had hit their intraday high at Rs 324.3, gaining about 6 percent compared to their previous day’s closing price of Rs 306.95. The shares are trading at a PE of 39.4, whereas their industry PE is at 30.6. 

About the Q3 performance

OBSC Perfection Limited posted robust business operations for Q3 FY26, which marked an unprecedented revenue level for the company, as reported through its exchange filing. The company recorded a 70.5% increase in revenue from operations at Rs 59.38 crores  compared to the same period last year.

There was geography-driven growth, where domestic revenues grew 69.6% YoY and export revenues grew 74.5% YoY in Q3 FY26. Exports have been an important factor in growing revenues, symbolizing the company’s growing presence across geographies and its shift from a domestic player to a collaborator in customers’ international operations

In terms of the industry mix, the auto segment continues to dominate, but the non-auto segments, including defence, marine, and others, have been steadily gaining market share. In fact, the market share of the non-auto segments of the revenue streams under this segment presently stands at 16 per cent compared to 8.9 per cent in the last fiscal year.

Operational momentum was also augmented by strong month-wise performance, wherein the business achieved its highest-ever monthly revenues of Rs 25.6 crore in December 2025, well above the average for H1 FY26.

Strategically, OBSC Perfection enhanced its long-term visibility through its order book standing at about Rs 1,200 crores. Some of the key initiatives that were launched include the investment of Rs 12.45 crores in the installation of the cold forging machinery, the allotment of land for its giga factory in the state of Maharashtra, the upgrading of its investment casting capacity, and the entry into the medical implant components business.

H1 FY26 Financial highlights and more

The revenue from operations for the company stood at Rs 89 crores in H1 FY26 compared to H1 FY25 revenue of Rs 68 crores, up by about 31 per cent YoY.  Similarly, the net profit stood at Rs 11 crore in H1 FY26, up from Rs 7 crore in H1 FY25.

The presence of high-profile customers under the marquee clients testifies to the strong positioning of OBSC Perfection in the global auto ancillary and industrial chain. The fact that OBSC Perfection has maintained long-term relationships with top OEMs/Tier-1 suppliers such as Tata Autocomp, ZF, Tenneco, Faurecia, JTEKT, Sharda Motor, and Kongsberg Automotive attests to high barriers to entry as well as quality delivery. Having a diversified customer base spread across the automotive, marine, and industrial divisions symbolises stability in revenues and the capability to deliver under stringent global compliance laws.

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