India · Delayed Price · Currency is INR Techno Electric & Engineering Company Earnings Call Transcripts
Fiscal Year 2026
-
FY 2026 saw record revenue and profit growth, with strong execution in T&D and data centers. FY 2027 guidance targets INR 4,000 crore revenue, 13% EBITDA margin, and INR 60 EPS, despite ongoing supply chain and cost pressures.
-
Revenue and profit surged in Q3 FY2026, driven by strong EPC and digital infrastructure momentum. Strategic investments in data centers and smart metering are set to transform the business mix, with robust guidance and disciplined capital allocation supporting future growth.
-
Revenue and profit margins remained strong in H1 FY2026, with robust order book and continued growth in data center and T&D segments. EPS guidance for FY2026 is INR 50, with data center contributions expected to rise in FY2027. Order execution and grid bottlenecks remain key challenges.
-
Q1 FY26 saw 25% revenue growth and 78% PAT growth year-over-year, with strong margins and a robust order book. Data center and AMI businesses are set to drive future margin expansion, while the company remains debt-free and maintains efficient working capital.
Fiscal Year 2025
-
Q4 and FY25 saw record revenue and profit growth, with strong margins and robust cash flow. The order book reached an all-time high, and guidance for FY26–27 remains bullish, driven by transmission, smart meters, and high-margin data centers.
-
Q3 FY25 saw revenue up 85% and EBITDA up 120% year-on-year, with a robust order book and strong cash position. Data center business is set for major growth, with Chennai phase I to contribute revenue from FY26 and expansion planned nationwide. FY26 guidance targets INR 3,500–3,600 crore revenue and EPS of INR 50.
-
H1 FY25 saw revenue of INR 914 crore and PAT up 16.5% YoY, with a robust order book exceeding INR 10,800 crore. Execution is set to accelerate in H2 as land issues resolve, supporting full-year revenue guidance and continued growth in transmission, data centers, and smart metering.
-
Q1 FY25 saw strong revenue and profit growth, with a robust order book and major capital raised for expansion. Data centers, smart metering, and transmission remain key growth drivers, with guidance for sustained margin and EPS growth through FY27.