CMLL

Caliber Mining and Logistics Limited (CMLL) held its first earnings conference call for Q1 FY27 on August 12, 2026, where management provided operational and financial highlights. The company reported coal extraction of 1.54 million metric tons, an increase from 1.21 million metric tons in Q1 FY26. Overburden removal reached 43.37 million cubic meters, up from 28.56 million cubic meters year-over-year. Financially, CMLL achieved revenues of INR 657 crores, compared to INR 393 crores in the same quarter last year, with an EBITDA of INR 110 crores. The order book stood at INR 9,124 crores, providing strong revenue visibility. Management noted a rating upgrade from BBB positive to A minus. They acknowledged margin compression due to rising diesel costs linked to the Iran war but expressed confidence in future performance as conditions normalize. The call concluded with management thanking investors for their support during the IPO.

Management highlighted strong revenue growth while addressing concerns about margin compression.