Concord Enviro Systems Ltd (BOM:544315)

Q3 2026 Concord Enviro Systems Ltd Earnings Call Transcript

Feb 12, 2026 / 03:30 AM GMT

Release Date Price: ₹380.55 (-7.55%)

Transcript

Key Points

Positve

Concord Enviro Systems Ltd (NSE:CEWATER) launched the HX stream heat exchange products, enhancing their position in the process industry.
The company is expanding into adjacent process separation and sustainability-led applications, including solar photovoltaics, green hydrogen, and semiconductors.
A strategic investment of $2 million in a US-based polymer company enhances their access to advanced material science capabilities.
The company has a diversified client base across various industries, reflecting the adaptability and scalability of their solutions.
Concord Enviro Systems Ltd (NSE:CEWATER) has a strong order book and expects significant contributions from export markets in the next financial year.

Negative

The company faced challenges with delayed project executions, particularly in Africa, impacting their revenue guidance.
There were delays in land acquisition for a BO project, resulting in rescheduling of system deliveries.
The company experienced a decline in EBITDA margin, standing at 3.5% for the quarter, compared to 6.1% in the previous quarter.
Net loss after tax for the quarter was 81.77 million, compared to a net profit in the previous quarter.
The company revised its revenue guidance for FY26 to approximately ₹600 crore, implying a modest growth of 2% due to execution delays.

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

COND.NS - Concord Enviro Systems Ltd
Q3 2026 Concord Enviro Systems Ltd Earnings Call
Feb 13, 2026 / 03:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the Concorde Enviro Systems Limited endings 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 your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Kanak Khana.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
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