| Management target | Revenue 20.0% next two years |
|---|
| Margins | Targeting 12-16% EBITDA margin as revenue crosses INR850Cr. |
|---|---|
| Order book | INR699Cr; S&P segment provides strong visibility. |
| Demand visibility | Strong order inflows in core segments; INR3,200Cr pipeline. |
| Management confidence | Confident in execution normalization by end of Q2 FY27. |
Growth
Revenue impacted by INR50-55Cr loss in execution. Order book grew to INR699Cr.
Outlook
Targeting INR1,000Cr order intake for FY27. Guided 15-20% growth over next two years with 12-16% margins.
Risks
Supply chain disruptions from Middle East conflict; execution challenges in manufacturing and trading segments.
Last quarter's promises, checked
Delivered
- Guided H-Xtreme first order in Q1 FY27 → delivered (= BEAT)
- Guided strong order intake in Q1 FY27 → delivered 60-65% conversion (= BEAT)
Partly delivered
- Guided Kenya project visibility in Q2 FY27 → implementation started in phases (= PARTIAL)
Missed
- Guided 14-16% EBITDA margin → delivered -17.5% (= MISS)
- Guided revenue growth/stability → delivered INR85.3Cr vs INR206Cr prev. quarter (= MISS)
Earnings Call Transcript filed with BSE, NSE: CEWATER. Summary written with AI assistance from the document.
Concord Enviro Systems Ltd: key numbers
- Share price
- ₹227.94
- Market cap
- ₹471.8 Cr
- Revenue (annual)
- ₹557.9 Cr
- Net profit (annual)
- ₹19.76 Cr
- P/E (TTM)
- -30.1×Sector 21.7×
- Promoter holding
- 51.43%+0.00% QoQ
- FII holding
- 0.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Concord Enviro Systems Ltd
All →Concord Enviro Systems Other Announcement
Concord Enviro Systems filed its quarterly shareholding pattern as at 30 September 2026. It is a routine periodic disclosure with no transaction or promoter change.
Concord Enviro Systems Earnings Call Transcript: Key Takeaways
Revenue grew 7.7% YoY despite Middle East supply chain disruptions. Management maintains a bullish 15-20% FY27 growth target backed by a record ₹716 crore order book.
- Call
- Guides 20% growth
Concord Enviro Systems Investor Presentation: Key Takeaways
Q2FY27 revenue INR 1,344.55 Mn (+7.7% YoY), EBITDA INR 77.79 Mn (5.8% margin), net loss INR 41.04 Mn vs prior profit. Order book INR 7,164 Mn.
Concord Enviro Systems Q2 FY27 Results: Net Loss of ₹4.1 Cr
Concord Enviro Systems Ltd reported revenue from operations of ₹134.5 Cr (+7.8% YoY) and a net loss of ₹4.1 Cr for Q2 FY27.
- Key figure
- Net loss ₹4.1 Cr
Concord Enviro Systems Other Announcement
Concord Enviro Systems filed its quarterly shareholding pattern for the period ended 30 September 2026. Promoters hold about 51.4%, and the filing is routine compliance disclosure.
Concord Enviro Systems Board Meeting Date
Concord Enviro Systems intimated that its Board is scheduled for 3 November 2026 to consider unaudited Q1/H1 results. The trading window will remain closed until 48 hours post-announcement.