India · Delayed Price · Currency is INR CG Power and Industrial Solutions Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw record revenue and profit growth, with strong order intake and backlog across segments. Power systems led margin expansion, while exports surged with a landmark U.S. order. Capacity and CapEx ramp-up continue, and management remains bullish on sector growth through 2029.
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Q2 FY26 saw record revenue and profit growth, with strong order intake and margin expansion. Power systems led performance, while semiconductor and switchgear investments advanced. Export growth and capacity expansions support a positive outlook.
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Q1 saw record revenue and profit growth, with strong order inflows and robust backlogs across segments. Margins improved in power but faced pressure in industrials due to commodity costs and railway mix. Capacity expansions and semiconductor investments are on track, supporting a bullish multi-year outlook.
Fiscal Year 2025
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Record revenue and profit growth achieved, with strong order intake and robust backlog supporting future visibility. Power and industrial segments delivered double-digit growth, while strategic investments in semiconductors and consumer durables are underway. High margins and ROCE maintained despite commodity pressures.
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Q3 FY25 saw strong sales and order growth across segments, with record order backlog and robust margins. Major investments in transformer capacity and semiconductors are underway, while the motors and railways businesses are gaining momentum through strategic initiatives.
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Sales grew 19% year-over-year with record Q2 adjusted PBT, strong order inflows, and robust backlog. Margins were impacted by strategic expenses, but capacity expansions and acquisitions in semiconductors and electronics are set to drive future growth.
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Q1 FY25 saw 19% sales growth and 27% PBT growth, with record margins and a robust order book up 44% year-over-year. Power systems led with 47% sales growth and margin expansion, while a major railway acquisition positions the company for future growth.