Investor Presentation for Half year ended 30th September,2025.
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Telge Projects, a structural and BIM engineering services company, reported a strong H1 FY26 with revenue of ₹17 Cr, up 119% YoY from ₹7.65 Cr. EBITDA rose 105% to ₹3.03 Cr and PAT grew 82% to ₹1.93 Cr, while customer count expanded from 53 to 80. Management guided for H2 FY26 revenue of about ₹17 Cr (25–30% growth) and a full-year FY26 minimum of ₹37–38 Cr, citing a strong RFQ pipeline worth ₹15–18 Cr plus ₹10.4 Cr of confirmed orders. The company clarified that a temporary US slowdown was due to a 45-day US government shutdown and not a structural demand issue, and is evaluating two US acquisitions to support inorganic growth and a mainboard listing roadmap.
Positive for shareholders: robust YoY growth, visible order pipeline, and guidance of continued 25–30% growth in H2 with margin expansion expected as higher-rate clients and R&D investments kick in. The acquisition plans and mainboard migration roadmap could act as additional long-term catalysts, though profitability remains pressured near-term by upfront people and R&D costs.