HPLNSEHPL Electric & Power LimitedMediumNeutral
Announced Thu, 22 May · 18:40 IST

HPL Electric & Power Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

HPL · 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

HPL Electric & Power shared its Q4FY25 and FY25 earnings presentation ahead of an investor conference call. FY25 revenue grew 16.39% YoY to ₹1,700 crore, with EBITDA up 32.53% to ₹254.65 crore and PAT jumping 115% to ₹93.99 crore. EBITDA margin expanded 182 bps to 14.98%, while Q4FY25 EBITDA margin improved 368 bps to 16.7%. The company has a strong order book of over ₹3,500 crore as of 20th May 2025, with about 99% from the Metering, Systems & Services segment and 99% of the meter order book being smart meters. Management highlighted the smart meter opportunity of ₹60,000–₹90,000 crore in India, supported by the Ministry of Power's plan to install 25-30 crore smart meters. Credit rating was upgraded by CRISIL (A- to A) and India Ratings assigned IND A+ with stable outlook.

Likely market impact

Strong margin expansion, a robust order book, and a credit rating upgrade signal improving business health and revenue visibility. The heavy smart meter exposure positions HPL well to benefit from the government's nationwide smart metering push, which could support the stock's growth story.