Announced Thu, 7 May · 17:56 IST

Servotech Renewable Power System Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDF

SERVOTECH · price

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₹96.12
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AI summary

Servotech reported its strongest quarter ever in Q4 FY26 with standalone revenue of ₹212.2 crore (up 76% YoY) and EBITDA of ₹23.2 crore. Full year FY26 standalone revenue was ₹637 crore with EBITDA margin expanding to 11.6% from 9.7% in FY25 - the highest in the company's listed history. The company completed ₹64 crore CapEx for new manufacturing capacity (solar inverters, BESS, lithium-ion batteries) and retail channel revenue grew from ₹2 crore/month in FY22 to ₹25 crore/month. Working capital concerns exist: standalone debt rose from ₹75 crore to ₹196 crore, trade receivables increased to ₹243 crore, and operating cash flow was negative. Management stated FY27 will focus on operational consolidation with no fresh long-term debt, targeting positive operating cash flow and reducing receivables to industry-typical levels.

Likely market impact

Strong Q4 performance and margin expansion are positives, but elevated debt and working capital stress may weigh on near-term sentiment. Management declined to provide specific forward guidance, which some investors may view as a lack of transparency. The completed CapEx positions the company for continued growth but cash flow normalization is the key near-term priority.