Concord Enviro Systems Limited has informed the Exchange about Investor Presentation
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Concord Enviro Systems filed its Q1FY26 investor presentation on 8 August 2025. Revenue from operations was largely flat at INR 1,023.92 Mn versus INR 1,027.31 Mn in Q1FY25 (down 0.3% YoY). Gross profit margin improved to 48.7% from 46.9%, but adjusted EBITDA fell sharply to INR 27.47 Mn (margin 2.7%) from INR 55.06 Mn (5.4%) due to higher employee and service charges. The company swung back to profit with PAT of INR 41.19 Mn against a loss of INR 43.74 Mn a year ago. Order book stood at INR 5,366 Mn with a strong pipeline of INR 25,000 Mn. New orders include INR 800 Mn O&M deal with a large EPC player and INR 150 Mn from an auto OEM. Management remains confident of meeting yearly objectives and is commissioning a 7.5 TPD CO2 capture demo project in FY26, with membrane sales targeted to grow from INR 77.5 Mn (FY25) to INR 850 Mn over three years.
Mixed quarter for shareholders — topline was flat and adjusted EBITDA halved, but order book momentum and a return to net profit provide some support. The large pipeline and new growth areas (CO2 capture, CBG, membranes) give visibility, though margin pressure in the near term may cap upside until new orders convert to revenue.