| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | ₹134.45 Cr, up 7.7% YoY; supply chain issues slowed H1. |
|---|---|
| Margins | Structurally stable gross margins; EBITDA pressured by temporary fixed costs. |
| Order book | Record ₹716.4 Cr, up 34% YoY; ₹3,000 Cr active pipeline. |
| Demand visibility | Strong domestic tailwinds in steel, solar, and pharma sectors. |
| Management confidence | Confident but cautious, pivoting from launching initiatives to aggressive execution. |
Growth
Revenue reached ₹134.45 Cr, led by 68% domestic contribution. EBITDA margins dipped to 5.8% due to forex losses and front-loaded fixed costs for capacity building.
Outlook
Guided 15-20% revenue growth for FY27; targets double-digit EBITDA margins by Q4 FY27.
Risks
Geopolitical volatility in GCC impacting logistics; inventory buildup causing working capital stress; persistent low single-digit PAT margins.
Last quarter's promises, checked
Delivered
- Order book ~₹699 Cr → ₹716.4 Cr (= BEAT)
Partly delivered
- Guided 80–85% conversion of ₹699 Cr book to FY27 growth → Q revenue +7.7% YoY, FY outcome unverified (= PARTIAL)
Missed
- Guided 14–16% EBITDA margin (temporary dip) → 5.8% (= MISS)
- Guided execution normal by end-Q2 FY27 → Middle East supply disruption still cited for H1 (= MISS)
Earnings Call Transcript filed with NSE, NSE: CEWATER. Summary written with AI assistance from the document.
Concord Enviro Systems Ltd: key numbers
- Share price
- ₹226.25
- Market cap
- ₹468.2 Cr
- Revenue (annual)
- ₹557.9 Cr
- Net profit (annual)
- ₹19.76 Cr
- P/E (TTM)
- -29.8×Sector 21.3×
- 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 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.
Concord Enviro Systems Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI Regulation 31(1)(b).
Concord Enviro Systems Bags ₹14.25 Cr Order from A leading Solar Photovoltaic modules manufacturer
Concord Enviro Systems Ltd’s subsidiary Rochem Separation Systems won a Rs. 14.25 Crore order from a Solar PV modules manufacturer for water treatment systems.
- Value
- ₹14.25 Cr
- From
- A leading Solar Photovoltaic (PV) modules manufacturer
- Execution
- Delivery by December 2026; commissioning by mid-January 2027