ELECONNSEElecon Engineering Company Limited· EngineeringMediumNeutral
Announced Thu, 8 Jan · 18:36 IST

Elecon Engineering Company Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

ELECON · 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

Elecon Engineering reported Q3 FY26 consolidated revenue of Rs 552 crore (+4% YoY), but EBITDA fell 23% to Rs 109 crore with margin contracting sharply to 19.8% from 27.0%, and PAT dropped 33% to Rs 72 crore. Order intake for the quarter rose 7% to Rs 701 crore, and the open order book grew 24% YoY to Rs 1,372 crore as of December 31, 2025. The Gear division was nearly flat (Rs 429 crore, +1.3%) with EBIT margin falling to 18.2%, while the MHE division grew 16.3% to Rs 123 crore but saw EBIT margin drop to 20.2% from 30.9%. Management cut FY26 guidance, saying revenue may be lower by up to 5% and adjusted EBITDA margins by up to 2%, though they expect recovery supported by healthy order book and inquiry pipeline.

Likely market impact

Negative near-term sentiment likely as profit metrics declined sharply despite revenue growth, and management formally trimmed FY26 guidance on both revenue and margins. However, the strong 24% YoY growth in order book to Rs 1,372 crore provides revenue visibility for coming quarters, which may cushion the downside.