India · Delayed Price · Currency is INR CG Power and Industrial Solutions Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 delivered double-digit revenue and profit growth, with strong order inflows and margin expansion. Power Systems outperformed with 31% sales growth and margin gains, while Industrial segment growth was led by motors but impacted by one-off provisions. Semiconductor and export businesses are ramping up, supported by capacity expansions and robust demand.
Fiscal Year 2026
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Record FY 2026 with 21% sales growth and 34% PBT growth, driven by strong power and industrial systems performance. Order backlog surged 59% YoY, supporting robust FY 2027 outlook. Major capacity expansions, semiconductor initiatives, and QIP fundraising strengthen future growth.
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Q3 FY26 saw record revenue and PBT, with strong order intake and backlog growth. Power systems delivered robust margin expansion, while industrials faced margin pressure from commodity inflation. Export pipeline surged, and major U.S. orders were secured.
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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. Power systems led with high margins and capacity expansion, while industrials faced margin pressure from commodity costs and railways. Semiconductor and export initiatives are progressing well.
Fiscal Year 2025
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Record revenue and profit growth achieved, with strong order intake and backlog supporting future visibility. Power and railways segments delivered robust performance, while investments in semiconductors and consumer durables are expected to drive long-term growth.
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Q3 FY25 saw strong sales and order growth across segments, with record order intake and robust margins. Major investments in transformer capacity and semiconductors are on track, while the company continues to gain market share in motors and railways.
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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.