Triveni Turbine Limited has informed the Exchange about Investor Presentation
TRITURBINE · price
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Awaiting price reaction for this filing.
Triveni Turbine reported Q1 FY26 revenue of ₹3.71 billion, down about 20% year-on-year, as dispatches were deferred due to geopolitical tensions (India-Pakistan, Israel-Iran) that kept international customers from traveling for inspections. Profit after tax fell nearly 20% to ₹644 million, but EBITDA margin actually improved by roughly 100 basis points to 25.8%, reflecting better cost efficiency despite the weak top line. New order bookings slipped 16% YoY to ₹5.36 billion, yet the outstanding order book hit a record ₹20.74 billion (up 20% YoY), giving strong revenue visibility for coming quarters. Management acknowledged the quarter as 'disappointing' but reiterated confidence in maintaining the FY26 growth trajectory on an annualised basis. The company also launched India's first CO₂-based high-temperature heat pump and reported a healthy cash plus investments balance of ₹10.05 billion.
The sharp YoY decline in revenue and profit may weigh on the stock in the near term, but margin expansion, a record order backlog, and a strong ₹10.05 billion cash position support the long-term story. Investors should track execution of deferred dispatches in the next two quarters to validate management's annual growth guidance.