Revised Investor Presentation
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Concord Control Systems has released an updated investor presentation showing exceptional growth. FY26 consolidated revenue reached Rs 210.5 Cr, up 69% from Rs 124.5 Cr in FY25. The order book surged 228% YoY to Rs ~697 Cr, which is 3.3x FY26 revenue. EBITDA improved significantly to Rs 62.1 Cr (109% growth) with margins expanding to 29.5% from 23.8% in FY25. Net profit stood at Rs 42.7 Cr, up 88% YoY. The company operates four pillars: Green Sustainable Mobility (zero-emission locomotives, hydrogen/battery propulsion), Smart Locomotive with Intelligence (AI-driven diagnostics), Railway Safety (Kavach 4.0, MSDAC), and Sensing & AI Diagnostics. Management targets revenue CAGR of 40-50% and EBITDA of 22-25% going forward. Kavach 4.0 orders stand at Rs 258.27 Cr with 25-30% EBITDA margins and a market opportunity of Rs 40,000 Cr till FY30.
The stock shows strong momentum with order book growing faster than revenue and margin expansion underway. The transition from hardware supplier to software-led, annuity-based revenue model is positive for long-term valuation. The 228% order book growth and improving EBITDA margins indicate sustained outperformance ahead.