please find enclosed Investor presentation
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Awaiting price reaction for this filing.
Triton Valves filed its investor presentation to BSE after holding an investor meeting on Nov 14, 2025. In Q2 FY26, standalone sales revenue grew 11.1% year-on-year to ₹105.69 crore, driven by a 20.4% jump in product sales, while normalised EBITDA margin expanded 120 basis points to 8.3% and PBT margin rose 150 bps to 4.4%. The EV valves segment grew 63% YoY and Tyre & Tube Valves grew 19% YoY. On a consolidated basis, revenue rose 11.1% to ₹131.61 crore but the Climate Controls subsidiary posted a loss due to sluggish demand and unabsorbed fixed costs. The company highlighted forward levers: pursuing price normalization with automotive customers, commissioning Metals capex in Q4 FY26, and a proposed merger of TritonValves Climatech into the parent for efficiencies.
Margin expansion in the core automotive business and strong EV valves growth are positive for shareholders, though continued losses in Climate Controls remain a drag. The proposed Climatech merger could unlock synergies if executed smoothly; investors should track working capital and loan reduction as Loans/Net worth improved to 1.09x and RoCE rose to 9.5%.