GENUSPOWERBSEGenus Power Infrastructures Ltd-$MediumNeutral
Announced Tue, 19 May · 11:54 IST

Investor Presentation- May 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GENUSPOWER · 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 14 horizons · vs prior close
+0.8%1-day move
₹305.65
prior close
₹311.55
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AI summary

Genus Power Infrastructures Limited reported FY26 standalone revenue of Rs 4,738 crore, up 94% YoY, with EBITDA growing 104% to Rs 960 crore and PAT rising 106% to Rs 605 crore. Q4FY26 revenue stood at Rs 1,524 crore (up 63% YoY). EBITDA margin improved 102 basis points YoY to 20.3%. The company's order book reached Rs 25,173 crore as of March 2026, providing strong multi-year revenue visibility. Genus crossed 1 crore smart meter installations milestone under RDSS programs and operates as one of the leading AMISP players with 18+ million meters annual production capacity. The company also disclosed plans to expand into smart gas and water meters, with management guiding for FY27 revenue of approximately Rs 6,000-6,500 crore.

Likely market impact

The strong near-doubling of revenue and margin improvement signals robust execution in India's smart metering opportunity under RDSS. The disclosed order book and FY27 guidance provide clear revenue visibility, though elevated working capital requirements and debt levels warrant monitoring.