BSECryogenic Ogs LtdMediumNeutral
Announced Fri, 17 Oct · 15:02 IST

We submit herewith Investor Presentation of the Company for the half year ended on 30th September, 2025.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

Price

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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

Cryogenic OGS Ltd filed its H1FY26 investor presentation highlighting strong growth across the board. Revenue from operations rose 57% year-on-year to ₹2,106.5 lakhs, EBITDA grew 57% to ₹631.08 lakhs, and profit after tax nearly doubled to ₹551.67 lakhs (up 98% YoY), though the PAT figure is boosted by ₹123.95 lakhs of exceptional items. EBITDA margin expanded meaningfully to 30% from 25% in H2FY25 and 21% in H1FY25, reflecting better value capture from the new turnkey model. Key milestones include the company's first end-to-end turnkey project for Honeywell Nigeria, execution beginning on a 143 Truck Loading Skids order for an end user in Egypt, and the launch of aDENS Density Probes co-developed with a European technology partner. The Vadodara-based company remains zero-debt, serves major PSUs and global OEMs like ABB, Honeywell and Emerson, and is targeting expansion across the Middle East, Africa and Southeast Asia in LNG, hydrogen and clean energy segments.

Likely market impact

Sharp H1 growth, 500 bps EBITDA margin expansion and landmark international turnkey wins suggest improving business momentum and stronger pricing power, which should support positive investor sentiment. However, headline PAT growth is flattered by a one-time exceptional item, so the underlying operating performance growth is closer to the ~57% EBITDA increase.