GENUSPOWERNSEGenus Power Infrastructures Limited· Electronics - IndustrialLowNeutral
Announced Mon, 11 Aug · 12:29 IST

Genus Power Infrastructures Limited has informed the Exchange regarding a press release dated August 11, 2025, titled "Press Release on the Unaudited Financial Results for the quarter ended June 30, 2025".

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Genus Power Infrastructures reported exceptional Q1FY26 (quarter ended June 30, 2025) standalone results, with revenue surging 128% year-on-year to Rs. 942.4 crore, driven by accelerated execution of smart metering projects and ramp-up in installation volumes. EBITDA more than tripled to Rs. 199.5 crore, with margins expanding 590 basis points to 21.2%, supported by operating leverage and disciplined cost control. Net profit (from continuing operations) jumped over 3x to Rs. 128.5 crore, translating to a PAT margin of 13.6%. The company has a robust order book of approximately Rs. 29,321 crore (net of taxes), providing strong multi-year revenue visibility across 8-10 year concessions. Additionally, the demerger of its Strategic Investment Business into Genus Prime Infra Limited became effective on June 7, 2025, with shareholders set to receive 1 share of the new entity for every 6 shares held in Genus Power. Management has reiterated FY26 guidance of approximately Rs. 4,000 crore in revenue and 18% EBITDA margin.

Likely market impact

Triple-digit revenue growth, sharp margin expansion, and a Rs. 29,000+ crore order book signal strong business momentum and visibility for sustained earnings growth. The demerger of the Strategic Investment arm into a separate listed entity (Genus Prime Infra) could unlock shareholder value, while elevated working capital intensity remains a watch point as projects move toward operational status.