Revised Investor Presentation for the quarter ended 30.06.2025
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Expo Engineering shared a revised investor presentation for Q1 FY26, reporting revenue of ₹17.85 crore (flat YoY at +0.78%, but down sharply from ₹39.83 crore in Q4 FY25 due to project phasing). Profitability improved significantly — EBITDA grew 36.9% YoY to ₹1.91 crore with margin expanding 282 bps to 10.68%, and PAT jumped 263% YoY to ₹1.04 crore (margin at 5.85%, up 422 bps). Order book stood strong at ₹111.21 crore. New orders during the quarter included ₹26.10 crore from Indian Oil Corporation (Asaoti, Haryana) and ₹1.56 crore from Reliance Industries (Jamnagar). The company also raised ₹7.52 crore via preferential allotment and plans to raise another ₹22.02 crore through convertible warrants. Management outlined plans to bid for higher-value elite-bracket tenders, enter exotic metals (Titanium, Nickel) manufacturing, and expand into chemicals and steel sectors beyond PSU oil companies.
The sharp improvement in margins and profit growth despite weak top-line suggests better project mix and cost discipline, which is positive for shareholders. A healthy ₹111 crore order book provides revenue visibility, though the sequential drop in quarterly revenue highlights execution lumpiness typical of project-based businesses.