Elgi Equipments Ltd (BOM:522074)
₹ 634.05 +3 (+0.48%) Market Cap: 199.88 Bil Enterprise Value: 195.96 Bil PE Ratio: 44.78 PB Ratio: 8.96 GF Score: 96/100

Q3 2025 Elgi Equipments Ltd Earnings Call Transcript

Feb 10, 2025 / 04:30 AM GMT
Release Date Price: ₹536.4 (-2.02%)

Key Points

Positve
  • Elgi Equipments Ltd (BOM:522074) has launched a revolutionary new technology that enhances compressor efficiency, which is expected to be a game-changer in the market.
  • The company has shown growth in its industrial business in North America despite challenges in the portable segment.
  • Elgi Equipments Ltd (BOM:522074) has maintained a strong cash position and implemented effective controls over working capital.
  • The company is on track to break even in Europe and North America, indicating improved financial performance in these regions.
  • Elgi Equipments Ltd (BOM:522074) has developed a new range of low-cost compressors that are more reliable and efficient than Chinese imports, targeting a significant market opportunity.
Negative
  • The company experienced a disappointing quarter with a 15% increase in fixed costs due to one-time expenses.
  • There was a significant decline in the portable business, particularly in the US, due to infrastructure issues and market downturns.
  • Elgi Equipments Ltd (BOM:522074) faced revenue loss due to the GST portal downtime, impacting sales at the end of December.
  • The company has not increased its market share in the reciprocating compressor segment, which remains commoditized.
  • Signs of a slowdown in the Indian market have been observed, with delays in customer decisions and reduced inquiry rates.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ELGE.NS - Elgi Equipments Ltd
Q3 2025 Elgi Equipments Ltd Earnings Call
Feb 11, 2025 / 04:30AM GMT

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Presentation
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Unidentified_1 [1]
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Yeah, so we start today, right? Okay, yeah. So, hi, good morning, everyone.

Welcome to LG Equipment's 3Q and F 5 25 9 months are call.

Hosted by Asian Marro Securities.

We have pleasure in inviting Mr. Jairam Raj, managing director, representing the company.

I request Mr. Jairam to take us through the presentation, giving an overview of the financial performance, and then we shall begin the Q&A session. What to you, sir.

Thank you.

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Unidentified_2 [2]
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Thank you, Kamle. Good morning, everyone. Pleasure
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