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Earnings Call

Concord Enviro Systems Earnings Call: Key Takeaways

Q4 revenue was ₹206cr (flat YoY). Full-year FY26 revenue fell 6.2% to ₹557.8cr with EBITDA dropping 57.9% to ₹36.6cr due to project delays and geopolitical supply chain disruptions.

Why this was an Alfa AlertNot a filter event. FY26 performance was a significant miss versus prior guidance due to project delays.
Highlights
Revenue growth-6.2% YoY for FY26.
MarginsCompressed to 6.6% in FY26; targeting 14-16% FY27.
Order bookCurrent: ₹536cr; TCV: ₹828cr; Pipeline: ₹3,000cr.
Demand visibilityVisibility improving in Q2 FY27; healthy order book.
Management confidenceCautious on Q1; expecting Q2 recovery.

Growth

FY26 revenue down 6.2% YoY; EBITDA margins collapsed from 14.6% to 6.6%; PAT fell from ₹51.4cr to ₹19.7cr.

Outlook

Targeting 14-16% EBITDA; order book at ₹536cr plus ₹3,000cr pipeline; ₹1,000cr FY27 order intake target.

Risks

Kenya project delays, Sharjah supply chain disruptions, rising raw material/logistics costs, and CBG feedstock scarcity.

Source

Earnings Call filed with BSE, NSE: CEWATER. Summary written with AI assistance from the document.

Read the document ↗

Concord Enviro Systems Ltd: key numbers

Share price
₹264.45
Market cap
₹547.3 Cr
Revenue (annual)
₹557.9 Cr
Net profit (annual)
₹19.76 Cr
P/E (TTM)
-77.1×Sector 25.1×
Promoter holding
51.43%+0.00% QoQ
FII holding
0.37%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Concord Enviro Systems Annual General Meeting

Concord Enviro Systems Ltd held its 27th Annual General Meeting on 22nd September 2026. Shareholders discussed business items, including director re-appointments and the adoption of financial statements.