BSETelge Projects LtdMediumNeutral
Announced Mon, 17 Nov · 12:46 IST

Investor Presentation for Half year ended 30th September,2025.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Telge Projects shared its H1 FY26 investor presentation ahead of an analyst/investor meet on November 18, 2025. The company posted strong H1 FY26 results: revenue of ₹17 Cr (up 119% YoY from ₹7.65 Cr), EBITDA of ₹3.03 Cr (up 105% YoY), and PAT of ₹1.93 Cr (up 82% YoY), with the customer base expanding to 80 from 53. Management guided 25–30% sequential growth in H2 FY26, projecting full-year FY26 revenue of ₹37–38 Cr (minimum), implying 70–80% YoY organic growth. The disclosed order pipeline includes ₹10.4 Cr in confirmed orders, ₹8–10 Cr in high-probability orders, and ₹15–18 Cr in active RFQs. The company also revealed it is evaluating two US acquisitions to support a mainboard listing roadmap, while explaining that a 45-day US government shutdown caused a temporary H1 slowdown (projects on hold, not cancelled).

Likely market impact

Sharp revenue and earnings growth, a visible H2 order pipeline, and forward guidance of strong full-year performance are positive for shareholders. The push towards mainboard migration, US inorganic moves, and improving client mix could support margin expansion and attract greater institutional interest.