Investor Presentation under regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
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Concord Control Systems filed its November 2025 investor presentation highlighting strong H1 FY26 consolidated performance: revenue of Rs 81.55 Cr (up 64% YoY), EBITDA of Rs 21.73 Cr (up 53% YoY), and net profit of Rs 16.02 Cr (up 85% YoY). The order book stood at Rs 313 Cr as on Sept 30, 2025, up 47% from Rs 212.54 Cr at end of FY25. Key milestones include receiving the first Kavach 4.0 order worth Rs 19.45 Cr through associate Progota India, RDSO prototype clearance for Kavach 4.0, and acquisition of 80% stake in Fusion Electronics (flex PCB maker with ~Rs 200 Cr revenue potential). Management guided to a 40-50% revenue CAGR over the next 3-5 years while maintaining EBITDA margins in the 22-25% range. Total addressable opportunity in Indian Railways until FY30 is highlighted at Rs 47,450 Cr, led by Kavach (~Rs 40,000 Cr).
Strong H1 growth and a robust order pipeline support a positive outlook, but achieving the aggressive 40-50% revenue CAGR target will depend on Kavach 4.0 scale-up and successful integration of the Fusion Electronics acquisition. EBITDA margin compression of 189 bps YoY in H1 FY26 is a minor concern even as absolute profitability surged.