Blue Star Ltd (Consumer Electronics) — fundamental analysis, earnings data, and key metrics. PE: 64.4. ROE: 20.6%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: January 2026 energy label change driving channel inventory build-up and consumer demand
Impact: +₹300 Cr revenue
“Management stated January 2026 saw 'close to 400 crores worth of orders already, which is a record month again'”
What: Approximately 10% price increase planned for Q4 FY26 to offset rising costs
Impact: +₹250 Cr revenue
“Management confirmed 'somewhere around at least 10% of net increase to the consumers'”
What: Production control and cost reduction initiatives driving margin expansion
Impact: +₹100 Cr revenue
“Management stated cost reduction initiatives since May 2025 'are resulting in improved margins'”
Earnings deceleration risks from management commentary
Trigger: Adverse trade deal terms
Impact: -200 bps margin impact
Management view: Dependent on outcome of India-US trade deal negotiations
Monitor: US revenue contribution
Trigger: Competitor price wars
Impact: -150 bps margin impact
Management view: Have crossed 14% market share but not yet reached 15% target
Monitor: RAC market share data
Key quotes from recent conference calls
“Looking at the customer's behavior and what has happened in January, I think it has bottomed out and it is taking off... close to 400 crores worth of orders already, which is a record month again. — B. Thiagarajan”
“The margin guidelines that I mentioned somewhere around 8.5% EBIT margin is absolutely important. — B. Thiagarajan”
“We have not yet reached our first goal of reaching 15% market share that we are somewhere we have crossed 14. — B. Thiagarajan”
Forward-looking targets from management for FY27
Revenue Growth Target
10%
Implied PAT Growth
15%
OPM Guidance
8.5%
Key Milestones
• 15% market share target
• 8.5% EBIT margin target
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Blue Star Ltd's latest quarterly results (Dec 2025) show
Blue Star Ltd's current PE ratio is 64.4x.
Blue Star Ltd's price-to-book ratio is 11.1x.
Blue Star Ltd's fundamental strength based on key financial ratios
Blue Star Ltd has a debt-to-equity ratio of N/A.
Blue Star Ltd's return ratios over recent years
Blue Star Ltd's operating cash flow is positive (FY2025).
Blue Star Ltd's current dividend yield is 0.54%.
Blue Star Ltd's shareholding pattern (Dec 2025)
Blue Star Ltd's promoter holding has remained stable recently.
Blue Star Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Blue Star Ltd has 3 key growth catalysts identified from recent earnings analysis
Blue Star Ltd has 2 key risks worth monitoring
In Q3 FY26, Blue Star Ltd's management highlighted
Blue Star Ltd's management has provided the following forward guidance for FY27
Based on quantitative research signals, here is why Blue Star Ltd may be worth studying
Blue Star Ltd investment thesis summary:
Blue Star Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
