Corrigendum to Investor Presentation_ Second Quarter_2025
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Trishakti Industries, an infrastructure equipment-hiring company, reported Q2 FY26 revenue of INR 668.78 lakh, up 63% quarter-on-quarter and 213% year-on-year, driven by full fleet utilization and new project wins from clients like L&T, Tata Steel, Jindal, and KEC International. EBITDA rose 45% QoQ to INR 392.16 lakh, though margin slipped to 58.97% from 66.19% due to a one-off delay in one large project site, which management expects to normalise. The company has already invested INR 84 crore of its planned Rs 400 crore CAPEX (FY25–FY27) and targets Rs 1,000+ Mn CAPEX for FY26 alone. Management guided revenue rising to Rs 900–1,000 Mn by FY28, with operating margins seen crossing 60–65% and ROCE strengthening to 22–25% on the new CAPEX, funded mostly through internal accruals.
Positive near-term signal for shareholders as strong revenue growth and a clear multi-year expansion roadmap are in place, though the dip in EBITDA margin and rising debt on the balance sheet (non-current borrowings at INR 241 Mn) warrant monitoring as the Rs 400 crore CAPEX programme unfolds.