Q3 2026 Genus Power Infrastructures Ltd Earnings Call Transcript
Key Points
- Genus Power Infrastructures Ltd (BOM:530343) reported a significant year-on-year revenue growth of 86% for Q3 FY26, reaching INR1,122 crore.
- EBITDA nearly doubled year-on-year to INR232 crore, with an EBITDA margin of 14.7%, reflecting strong operational efficiency.
- The company achieved a profit after tax of INR148 crore, marking a 117% increase year-on-year.
- Genus Power Infrastructures Ltd has a robust order book of INR27,000 crore, providing multi-year execution and revenue visibility.
- The company has successfully commissioned around 58 lakh smart meters in nine months and expects to accelerate installation in Q4 FY26.
- Revenue in Q3 FY26 experienced a marginal sequential decline due to festive season-related slowdowns in installation activities.
- Higher finance costs were noted, which could impact future profitability despite current margin expansions.
- The company faces delays in tender finalizations, particularly in Tamil Nadu, due to upcoming elections.
- Karnataka and Telangana have not yet opted for the RDSS scheme, potentially limiting immediate market opportunities.
- The company anticipates reaching a peak debt level of INR2,200 crore by FY27, which could strain financial resources.
Ladies and gentlemen, good day, and welcome to Q3 and nine months FY26 earnings conference call of Genus Power Infrastructure Limited hosted by Kaviraj Securities Private Limited. (Operator Instructions) Please note that this conference is being recorded.
This conference may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. Abhijeet Purohit from Kaviraj Securities. Thank you, and over to you, sir.
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Thank you. Good afternoon, ladies and gentlemen. Kaviraj Securities welcomes you all for Q3 and nine months FY26 Earnings Conference Call for Genus Power Infrastructures Limited. The management team is represented by Mr. Kailash Agarwal, Vice Chairman; and Mr.
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