Genus Power Infrastructures Ltd (NSE:GENUSPOWER)

Q1 2026 Genus Power Infrastructures Ltd Earnings Call Transcript

Aug 11, 2025 / 09:30 AM GMT

Release Date Price: ₹362.5 (-0.66%)

Transcript

Key Points

Positve

Genus Power Infrastructures Ltd (BOM:530343) reported a significant revenue increase of 128% year-on-year, reaching INR 942 crore.
The company's profit after tax surged over threefold to INR 128 crore, indicating strong financial performance.
The order book stands robust at INR 29,321 crore, providing long-term revenue visibility with 80% of AMISP revenue accruing directly to Genus Power.
The company has a strong market position with a 25-30% market share in the smart meter industry.
Genus Power is well-positioned to capitalize on India's smart metering transformation, with a target to install 80-90 lakh smart meters in FY26 and 1.1-1.2 crore in FY27.

Negative

Working capital intensity remains elevated due to upfront investments in procurement, installation, and system integration.
The company faces challenges in Q1 and Q2 due to seasonal factors like rains, which slow down execution.
Despite strong margins in the current quarter, the company maintains a conservative full-year margin guidance of 18%, lower than the current quarter's 21.2%.
There are concerns about public pushback in some regions regarding smart meter installations, which could impact future deployments.
The company is still in the initial phases of several projects, which could delay improvements in working capital cycles and cash flow conversion.

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

GEOE.NS - Genus Power Infrastructures Ltd
Q1 2026 Genus Power Infrastructures Ltd Earnings Call
Aug 11, 2025 / 09:30AM 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 Genus Power Infrastructures Limited Q1 F 526 earnings conference call hosted by Kavira Securities Private 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 after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing 0 on your touchtone phone. Please note that this conference is being recorded.

Please note this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call.

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