CEWATERNSEConcord Enviro Systems LimitedMediumNeutral
Announced Fri, 13 Feb · 24:21 IST

Concord Enviro Systems Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Concord Enviro Systems reported Q3 FY26 revenue of INR 1,245.75 Mn, up 1.4% YoY, with EBITDA improving to INR 43 Mn (margin 3.5% vs 1.4% in Q3 FY25). However, 9M FY26 revenue fell 9.2% to INR 3,518.12 Mn, with EBITDA plunging 67.7% to INR 110.69 Mn and PAT down 90% to INR 4.33 Mn. The company posted a net loss of INR 81.77 Mn in Q3 FY26. Order book stood at INR 5,947 Mn as of Dec 31, 2025, with a robust order pipeline of INR 32,000 Mn. Key developments include the launch of H-Xtreme Heat Exchanger for the process industry, a second investment in a US technology company, first Solar PV order, and a new crystallizer product under patent filing. Management cited slower order execution due to rescheduled delivery dates but said order intake was strong, including new orders from Mexico.

Likely market impact

Mixed signals for shareholders: Q3 showed sequential margin recovery and strong order pipeline visibility (INR 32,000 Mn), but 9M FY26 performance was weak with sharp PAT decline. New product launches (H-Xtreme) and diversification into Solar PV and Process Industries may support future growth, but near-term profitability remains under pressure.