Investor Presentation for the quarter ended 30th June 2025
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Expo Engineering reported Q1 FY26 revenue of Rs 17.85 Cr, almost flat compared to Rs 17.71 Cr a year ago, but profitability improved sharply with EBITDA up 36.9% YoY to Rs 1.91 Cr and PAT surging 263% YoY to Rs 1.04 Cr. EBITDA margin expanded by 282 basis points to 10.68%, driven by better operational efficiency and lower finance costs. The company has an order book of Rs 111.21 Cr, with fresh orders worth roughly Rs 74 Cr secured this quarter from IOCL, BPCL, and Reliance Industries. Management recently raised Rs 7.52 Cr via a preferential allotment and is raising an additional Rs 22.02 Cr through convertible warrants to fund working capital, capex, and bidding for new projects. Future plans include entering exotic metals like titanium and nickel, diversifying beyond PSU oil companies, and expanding export presence.
The sharp jump in margins and PAT on a stable topline signals improving operational efficiency, which should support the stock in the near term. However, the flat revenue growth and dependence on a small set of PSU clients remain key risks for sustained re-rating.