Concord Enviro Systems Ltd (NSE:CEWATER)

Q1 2027 Concord Enviro Systems Ltd Earnings Call Transcript

Aug 11, 2026 / 04:30 AM GMT

Release Date Price: ₹261 (-5.16%)

Transcript

Key Points

Positve

Order book increased to INR 699 crore, providing strong revenue visibility for upcoming quarters.
Secured the first ZLD order from Europe, marking entry into a strategically significant market with better export margins.
Signed orders worth INR 1,430 million, including a major order from India's largest steel manufacturer, reinforcing presence in the steel sector.
Introduced a partnership with Waha for atmospheric water generation and dehumidification, opening new growth avenues in data centers and battery manufacturing.
Successfully delivered the first project using new RVM membranes, a potential game changer for the textile and paper effluent treatment industry.

Negative

Revenue performance was impacted by supply chain disruptions due to the Middle East conflict, with an estimated loss of INR 50-55 crore in the quarter.
EBITDA turned negative at INR 149 million, compared to a negative INR 9 million in Q1 FY26.
Net loss for the quarter stood at INR 176 million, versus a profit of INR 41 million in the same period last year.
Execution normalization is expected only by the end of Q2 FY27, with growth in Q2 still subject to supply chain stability over the next six weeks.
EBITDA margins are expected to remain in the 12-16% range for the next two to three years, temporarily affected by investments in talent and execution for larger projects.

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

COND.NS - Concord Enviro Systems Ltd
Q1 2027 Concord Enviro Systems Ltd Earnings Call
Aug 12, 2026 / 04:30AM 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 Q1 FY27 Earnings Conference Call of Concord Enviro Systems Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions at the end of today's presentation.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchtone phone.

Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Kanav Khanna from EY.

Thank you and over to you, sir.

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Unidentified_2 [2]
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