Q4 2025 CG Power and Industrial Solutions Ltd Earnings Call Transcript
Key Points
- CG Power & Industrial Solutions Ltd (BOM:500093) reported an all-time high quarterly and annual standalone revenue and PBT.
- Quarterly sales grew by 23% year-over-year, with a 20% increase in order intake.
- The company achieved a 35% growth in order intake for the full year, indicating strong future revenue visibility.
- The power segment showed a significant margin improvement due to better price realization and operating leverage.
- The company secured several prestigious orders, including a long-term supply agreement for Vande Bharat train sets and a semiconductor project with government support.
- The industrial segment faced profitability challenges due to increased commodity prices, particularly copper, which could not be fully passed on to customers.
- The semiconductor business reported a loss due to strategic investments, impacting overall margins.
- There is uncertainty regarding the completion of the acquisition of BTW, which could affect capacity expansion plans.
- The market for motors is experiencing a decline in demand, as indicated by the IIP and EMA data.
- The company faces challenges in maintaining high growth momentum in the railway business due to a high base effect.
Ladies and gentlemen, good day and welcome to the CG Power and Industrial Solutions Q4 and FY25 earnings conference call. (Operator Instructions)
If you wish to remove yourself from the please note that this conference is being recorded. I now hand the conference over to Ms. Renu Baid Pugalia from IIFL Capital. Thank you and over to you, ma'am.
Thank you. A very good afternoon to everyone. On behalf of IIFL Securities, we'd like to welcome the management team and everybody for 4Q FY25 earnings call of CG Power Industrial Solutions. From the management team, we have with us Mr. Amar Kaul, Managing Director and CEO; Mrs. Susheel Todi, Chief Financial Officer; Mr. Murray, EVP, Drives and Automation International Motors Business; Mr. Mukul Srivastava, President for Business; Mr. Ajay Jain, Vice President Transformer Business; Mr. Chidambaram Balakrishnan, Vice President Railway Business; Mr. Indraneel Dhaneshwar, Vice President Motors Business; Mr. Sriram Rangarajan, EVP, Head Consumer Products Business; and
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