Thermax Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

THERMAX · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+8.0%1-day move

₹4200.00

prior close

₹4370.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.4+2.3+3.4+3.4+8.0+6.9+8.3+9.3+7.0+4.9+18.3+11.4+9.5—

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AI summary

Thermax reported a strong Q4 FY 2025-26 with order booking of Rs. 4,490 crore (up 112% YoY) and order balance of Rs. 13,604 crore (up 27% YoY). Revenue stood at Rs. 3,428 crore (up 13%), PBT at Rs. 332 crore (up 27%), and PAT at Rs. 244 crore (up 18%). YTD revenue reached Rs. 10,694 crore. The company secured a Rs. 1,600 crore boiler package order for a 1x800 MW ultra-supercritical thermal power plant. Industrial Infra led order inflows at Rs. 2,433 crore (152% growth). Data centres were highlighted as a new sector with strong future potential. The board recommended a dividend of Rs. 14 per share plus a special dividend of Rs. 6 per share for the 60th anniversary. Steel prices rose 20–25% QoQ due to geopolitical volatility, impacting input costs.

Likely market impact

Robust order book growth and a large thermal power contract signal strong revenue visibility. Rising input costs and losses in Green Solutions (Rs. 29 crore PBT loss in Q4) are margin headwinds to monitor.