Announced Thu, 8 May · 14:55 IST

Harsha Engineers International Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HARSHA · 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

Awaiting price reaction for this filing.

AI summary

Harsha Engineers shared its Q4 and FY25 earnings presentation. Consolidated FY25 revenue from operations was flat at ₹1,40,765 lakhs vs ₹1,39,230 lakhs in FY24, but adjusted engineering EBITDA grew ~14% to ₹22,683 lakhs with margins expanding to 17.9% from 16.2%. Adjusted engineering PAT rose ~16% to ₹12,743 lakhs. Reported consolidated PAT fell to ₹8,931 lakhs (from ₹11,143 lakhs) due to ₹2,768 lakhs exceptional impairment and ₹1,999 lakhs bad debt write-off in the Solar EPC division in Q4. Bronze Bushing sales surged to ₹102 cr (from ~₹40 cr), exceeding targets, while the new Bhayla Greenfield facility's first phase is set to commission soon. FY25 capex stood at ₹209 cr, with FY26 target of ₹165 cr.

Likely market impact

Reported Q4 numbers look weak on the surface due to one-time impairments and Solar division write-offs, but underlying engineering business shows healthy margin expansion and growth. Investors should focus on adjusted engineering EBITDA/PAT figures, which signal operational strength despite subsidiary-level drags.