THEJONSEThejo Engineering LimitedMediumNeutral
Announced Thu, 28 May · 18:10 IST

Thejo Engineering Limited has informed the Exchange regarding a press release dated May 28, 2026, titled "Thejo Engineering-Q4FY26-Press Release".

Mgmt Guided Margin PressureInvestor Communications View source PDF

THEJO · price

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Price reaction · full curve 14 horizons · vs prior close
-3.7%1-day move
₹1610.00
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₹1604.90
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AI summary

Thejo Engineering reported FY26 revenue of ₹63,209 Lakhs, up 14.4% YoY from ₹55,274 Lakhs, driven by sustained customer engagement and execution across key markets. However, profitability declined with EBITDA at ₹8,968 Lakhs (down 3.3% YoY) and PAT at ₹4,885 Lakhs (down 6.6% YoY). Full-year EBITDA margin contracted to 14.2% from 16.8% in FY25, while PAT margin fell to 7.7% from 9.5%. Q4 showed sequential improvement with EBITDA margin recovering to 15.2% from 12.4% in Q3. The company highlighted ongoing capacity expansion initiatives, a healthy order book, and expanding global presence through subsidiaries in Australia, Brazil, Chile, and the Middle East.

Likely market impact

Revenue growth is strong but margin compression is a concern for shareholders. The company faces challenges in converting higher sales into better profits, which could weigh on stock performance until margin recovery is demonstrated.