Elecon Engineering Company Limited has informed the Exchange about Investor Presentation
ELECON · price
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Elecon Engineering reported Q1FY26 consolidated revenue of Rs 491 crores, up 25% year-on-year, with EBITDA of Rs 130 crores (+41% YoY) and EBITDA margin expanding 300 basis points to 26.6%. PAT jumped 139% to Rs 175 crores, boosted by one-time items including Rs 35 crores from an arbitration settlement and Rs 80 crores as an exceptional gain from reclassification of its investment in EIMCO Elecon. Order intake grew 13% to Rs 614 crores, and the total order book stood at Rs 1,110 crores as of June 30, 2025, up 17% year-on-year. The Gear division posted modest 6% revenue growth with margin pressure (18.4% vs 23.7%) due to accelerated depreciation, while the MHE division nearly doubled revenue, aided by the arbitration income. Management reiterated its FY26 revenue guidance of Rs 2,650 crores and a long-term target of generating 50% of revenue from international markets by FY30.
Strong headline numbers supported by one-time gains, but underlying Gear division margin contraction is a watchpoint. The robust order book and reaffirmed FY26 guidance are positive for revenue visibility, though quality of earnings should be assessed ex-arbitration and ex-exceptional items.