Concord Enviro Systems Ltd (BOM:544315)

Q2 2026 Concord Enviro Systems Ltd Earnings Call Transcript

Nov 9, 2025 / 03:30 AM GMT

Transcript

Key Points

Positve

Concord Enviro Systems Ltd (NSE:CEWATER) has over three decades of experience in water and wastewater management, establishing itself as a technology-driven, globally integrated solutions provider.
The company has successfully completed field trials of its oil fluid membranes and is developing new heat exchanges using non-corrosive plastics, offering cost-effective and durable alternatives.
Concord Enviro Systems Ltd (NSE:CEWATER) holds 9 patents with 21 more applications under process, showcasing its commitment to innovation.
The company is expanding its innovation efforts into emerging sustainability areas such as solar photovoltaic, green hydrogen, and carbon capture.
The order book as of September 30, 2025, stood at ₹5,354 million, with advanced discussions for new projects worth approximately ₹2,700 crores, indicating strong future prospects.

Negative

Revenue from operations for Q2FY26 declined to ₹1,248.45 million from ₹1,618.94 million in Q2 FY25, primarily due to an exceptionally strong previous year and project delays.
The company faced unexpected delays in one of its Africa projects due to pending approvals, impacting revenue recognition and leading to a revision of FY26 revenue growth guidance from 18-20% to 12-15%.
EBITDA without other income stood at ₹77 million, down from ₹273 million in Q2 FY25, reflecting higher employee costs and project delays.
The company's EBITDA margin has been compressed, with H1 margins nearly 3% compared to 11.6% in the previous year, due to lower fixed cost absorption.
The company revised its EBITDA guidance, expecting about a 1% hit from the targets set for the year, indicating challenges in maintaining profitability.

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

COND.NS - Concord Enviro Systems Ltd
Q2 2026 Concord Enviro Systems Ltd Earnings Call
Nov 10, 2025 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Concord and Viro Systems Limited Q2 and H1F526 conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on a touchstone phone. Please note this conference is going to be recorded.

I now hand the conference over to Mr. Kanav Khanna.

Thank you and over to you, sir.

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Unidentified_2 [2]
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