GREENPOWERNSEOrient Green Power Company Limited· PowerHighNeutral
Announced Wed, 5 Nov · 13:21 IST

Orient Green Power Company Limited has submitted to the Exchange, the financial results for the period ended September 30, 2025.

Emphasis Of MatterRevenue Growth 20pctPat Growth 25pctEbitda Margin CompressionExceptional ItemRelated Party TransactionsResults View source PDF

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AI summary

Orient Green Power Company Limited (OGPL) reported consolidated revenue from operations of Rs. 13,101 lakhs for Q2 FY26, up about 8% from Rs. 12,132 lakhs a year ago. For the first half of FY26, revenue grew around 19% to Rs. 21,839 lakhs, with EBITDA rising 16% to Rs. 17,023 lakhs and profit after tax crossing Rs. 100 crores for the first time in any half-year at Rs. 10,956 lakhs (up roughly 38%). The strong profit was partly supported by a one-time refund of about Rs. 16 crores in excess interest charged by lenders (Bank of Baroda and IREDA) in earlier years. EBITDA margin slipped from 77% to 74% on a half-year basis, but finance costs fell over 20% thanks to loan repayments and improved credit ratings. A 7 MW solar plant is expected to be commissioned by December 2025, with the balance of planned capacity additions targeted for June 2026.

Likely market impact

The results are broadly positive for shareholders, with record half-yearly profits, double-digit revenue growth, and a CRISIL outlook upgrade on subsidiary Beta Wind Farm to 'Positive' from 'Stable'. However, margin compression, an auditor emphasis-of-matter on pending CERC and TANGEDCO litigation, and the full pledge of promoter Janati Bio Power's 28.6 crore shares are points of caution. Exceptional interest refunds inflated headline profits, so the underlying earnings trajectory should be tracked going forward.