Announced Mon, 23 Jun · 14:33 IST

Transcript of the Earnings Conference Call - Financials Results - H2 FY 25

Order Pipeline DisclosedMgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Techknowgreen Solutions reported FY25 revenue of Rs. 32.98 crore, up 40.69% from Rs. 23.44 crore in FY24, driven by Knowledge Consultancy (+40.17%) and R&D (+89.20%). Margins compressed: PBT fell to 28.89% (from 36.40%) and EBITDA to 31.22% (from 37.97%), but management attributed this to ~Rs. 3 crore invested in the newly set up TRL9 Climate Change Laboratory rather than structural weakness. Order book visibility is strong at ~Rs. 23–24 crore unexecuted as of March 2025, plus another Rs. 15 crore confirmed/pipeline for Q1 FY26, taking total visibility close to Rs. 40 crore. Management is targeting 30%+ EBITDA margins, 25–30% PBT/PAT, and sustained 40–50% annual revenue growth. The company has set up US and Singapore subsidiaries, signed an exclusive sustainability partnership with Sterling & Wilson Data Centers, and is commercializing its Yuka Yantra air-purification device (22–25 units sold at Rs. 10–50 lakh each).

Likely market impact

Strong revenue growth and a ~Rs. 40 crore order pipeline point to healthy near-term momentum, while margin compression is a near-term watch item despite management's lab-investment explanation. Key catalysts for the stock would be Yuka Yantra and Sterling & Wilson partnership revenue conversion in FY26.