Q2 2026 Genus Power Infrastructures Ltd Earnings Call Transcript
Key Points
- Genus Power Infrastructures Ltd (BOM:530343) reported a significant 136% increase in standalone revenue for Q2 FY26, reaching INR 1,149 crores compared to INR 487 crores in Q2 FY25.
- EBITDA more than tripled year-on-year to INR 244 crores, with margins improving by 456 basis points to 21.3%, driven by operating leverage and cost control.
- Profit after tax from continuing operations grew by 162% to INR 148 crores, reflecting improved operating performance.
- The company has a robust order book of INR 28,758 crores, indicating strong future revenue potential.
- Genus Power Infrastructures Ltd has revised its revenue guidance for FY26 to INR 4,500 crores with an EBITDA margin of 20%, up from the previous guidance of INR 4,000 crores and 18% EBITDA.
- The company's gross debt increased by approximately INR 400 crores to INR 1,744 crores as of September 30, 2025, primarily due to short-term loans.
- Despite the reduction in debtor days, inventory levels remain high due to the need for large inventories at multiple project sites.
- The company anticipates that it will take until FY27 to become cash flow positive, as initial project phases require significant investment.
- There is uncertainty regarding the timeline for finalizing tenders, with technical evaluations potentially taking 30 to 90 days.
- The company faces competition from other players in the smart meter market, which could impact its market share and pricing power.
Ladies and gentlemen, good day and welcome to Q2 FY26 earnings conference call for Genius Power Infrastructure Limited, hosted by Kaviraj Securities. As a reminder, all participants' line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, you may signal an operator by pressing, then 0 on your touchstone phone. I now hand the conference over to Mr. Abhijeet Purohit from Kaviraj Securities.
Thank you and over to you, sir.
Good evening ladies and Gentlemen. Kaviraj Securities extends its festive greetings and welcomes you all to the Q2 and H1FY 26 earnings conference call of Genus Power Infrastructures Limited.
Today, on the call we have with us Mr. Kailash Agarwal, Vice Chairman, and Mr. Jitendra Agarwal, joint managing director.
I now hand over the call to Kylair for his opening remarks so that we can
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