GENUSPOWERNSEGenus Power Infrastructures Limited· Electronics - IndustrialMediumNeutral
Announced Fri, 6 Jun · 15:08 IST

Genus Power Infrastructures Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

GENUSPOWER · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Genus Power reported a strong Q4 FY25 with standalone revenue of INR 937 crores, up 123% year-on-year, and EBITDA of INR 208 crores with margins expanding 905 basis points to 22.3%. For the full year FY25, revenue more than doubled to INR 2,442 crores, EBITDA surged 247% to INR 470 crores, and PAT grew nearly 4x to INR 298 crores. The order book stands at INR 30,110 crores (net of taxes) covering 8-10 year concessions, with management guiding FY26 revenue of INR 4,000 crores (~60% growth) and EBITDA margins of 18%. Management expects peak execution in the next calendar year and mentioned INR 27,300 crores in open tenders to be decided over the next 3-6 months. The NCLT has sanctioned the demerger of the Strategic Investment Business into Genus Prime Infra Limited.

Likely market impact

Strong FY25 results and an upbeat FY26 guidance signal robust growth visibility from India's smart metering rollout under the RDSS scheme. The conservative margin guidance (18% vs 22% in Q4) may temper near-term expectations, but multi-year order visibility and capacity expansion (now 15 million meters) support the long-term growth story. Existing shareholders can expect revenue momentum to continue while working capital normalizes over the next 2-3 quarters.