Q4 2026 Anup Engineering Ltd Earnings Call Transcript
Key Points
- The Anup Engineering Ltd (NSE:ANUP) achieved a consolidated revenue of INR822.3 crores with an EBITDA of INR174.2 crores for FY26, demonstrating resilience despite challenging conditions.
- The company maintained a strategic export to domestic ratio of 50% to 60%, aligning with its strategic intent.
- Successful completion of phase two expansion at Kheda increased capacity to about 8,000 metric tonnes per year, potentially generating INR400 crores to INR450 crores in revenue.
- The company has a pending order book of approximately INR770 crores for FY27, with a strong inquiry pipeline of about INR1,200 crores, indicating good business opportunities.
- The Anup Engineering Ltd (NSE:ANUP) made significant strides in diversifying its product offerings, including entering the nuclear business, thermal power, and clean energy storage technology sectors.
- The company faced significant challenges due to elevated input costs, particularly in raw materials like steel, impacting margins.
- Execution was affected by supply chain disruptions, including shipping challenges and industrial gas supply restrictions.
- The company's cash position was negative INR73 crores as of March end, although improvements are expected by the end of the month.
- Order booking was cautious due to high input costs and competitive market conditions, potentially limiting growth.
- The company's EBITDA margins for Q4 were lower than the blended average for FY26, attributed to the order mix and execution of fixed-price contracts.
Ladies and gentlemen, good day, and welcome to the Q4 and year ended FY26 earnings conference call of the Anup Engineering Limited. (Operator Instructions) Please note that this conference is being recorded. Before we proceed to the call, let me remind you that the discussion may contain certain forward-looking statements that may involve known or unknown risks, uncertainties and other factors.
It must be viewed in conjunction with the business risk that could cause actual results, performance or achievements to differ significantly from what has been expressed or implied in such forward-looking statements. Please note that the company has uploaded the results press release, investor presentation and also the outcome of the Board meeting on the website of stock exchanges and website of the company.
I now hand the conference over to Mr. Reginaldo Dsouza, Managing Director and CEO of the company. Thank you, and over to you, sir.
Thank you.
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