Announced Wed, 26 Nov · 15:51 IST

Investor Presentation November Q2-FY25

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

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AI summary

Wardwizard shared its Q2 FY26 investor presentation showing a profitability turnaround despite weaker revenue. Q2 FY26 revenue fell to ₹33.43 cr from ₹58.18 cr YoY (down ~43%), but EBITDA improved to ₹6.11 cr from a ₹1.64 cr loss, with margins expanding to 17.7% from -2.8%, driven by disciplined cost controls as highlighted by the Chairman. Net profit turned positive at ₹0.14 cr versus a ₹6.22 cr loss a year ago. Key business updates include a battery-swapping partnership with Battery Smart, a rights issue to fund the Philippines order, a 49:51 JV in Saudi Arabia for an EV assembly and battery plant, and a new wholly-owned subsidiary for renewable energy. The company also disclosed a 4,500-unit (~USD 30.6 million) delivery timeline under its USD 1.29 billion Philippines deal (by June 2026), plus a 7,500-unit Wolf+ scooter lease order from XiCon International.

Likely market impact

Margin improvement is encouraging but stems partly from sharply lower volumes, so sustainability of profitability remains in question. The disclosed order pipeline and partnerships point to future revenue optionality, though execution risk on the large Philippines deal and the need to raise funds via a rights issue are near-term overhangs for shareholders.