ALFA Finder| Revenue growth | Q2 revenue +8% YoY to ₹1,731 Cr; H1 +5%, price-led. |
|---|---|
| Margins | H1 operating margin 6.9%, up 383bps YoY on sugar realisations. |
| Order book | Water order book ₹1,452 Cr; ₹1,048 Cr is long-duration O&M. |
| Demand visibility | Sugar supply tight; opening stock 3.5 MMT, lowest in decade. |
| Management confidence | Balanced; cautious on H2, flags tender and rainfall uncertainty. |
Growth
Q2 revenue +8% to ₹1,731 Cr, driven by sugar realisation +16% despite dispatches -8%.
Outlook
No numeric FY guidance; Q3 ethanol 'relatively unabated'; Q4 tender outcome unclear; water execution expected Q3-Q4.
Risks
Ethanol tender excludes juice/B-heavy; maize at ₹26-27/kg may erode maize ethanol margins; UP rain hits recovery.
Last quarter's promises, checked
Delivered
- Guided sugar prices held at ~₹4,600/qtl → Q2 realisation +16% YoY (= BEAT)
- Guided lower cost of funds → H1 finance costs -20% (= BEAT)
Partly delivered
- Guided 100 cr L AG allocation benefit → Q4 tender unresolved, juice/B-heavy excluded (= PARTIAL)
- Guided maize covered to Oct-Nov → maize ₹26-27/kg flagged as margin risk (= PARTIAL)
Missed
- Guided water plan on track → H1 water revenue -17% (= MISS)
- Guided L1 wins on >₹300 Cr bids → order book ₹1,472→₹1,452 Cr, no wins cited (= MISS)
Earnings Call Transcript filed with BSE, NSE: TRIVENI. Summary written with AI assistance from the document.
Triveni Engineering & Industries Ltd: key numbers
- Share price
- ₹254.25
- Market cap
- ₹5,603 Cr
- Revenue (annual)
- ₹6,290 Cr
- Net profit (annual)
- ₹268.7 Cr
- P/E (TTM)
- 16.1×Sector 29.0×
- Promoter holding
- 60.58%+0.00% QoQ
- FII holding
- 7.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Triveni Engineering & Industries Ltd
All →Triveni Engineering & Industries Investor Presentation: Key Takeaways
Q2 FY27 net revenue ₹1,731 cr (+8.4% YoY), EBITDA margin 9.5%, PAT ₹94 cr vs loss; H1 PAT ₹97 cr; net debt cut to ₹157 cr.
Triveni Engineering & Industries Q2 FY27 Results: Net Profit ₹93.7 Cr, Up 337.9% YoY
Triveni Engineering & Industries Ltd reported revenue from operations of ₹2,049 Cr (+7.5% YoY) and net profit of ₹93.7 Cr (+337.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹93.7 Cr · +337.9% YoY
Triveni Engineering & Industries Board Meeting Date
Triveni Engineering & Industries will hold its Board meeting on 2 November 2026 to approve Q2 and H1 FY27 unaudited results. The trading window stays closed until 48 hours after the outcome is filed.
Triveni Engineering & Industries Legal & Regulatory
Triveni Engineering & Industries received a GST penalty order of ₹0.23 Crore for its Shamli unit. The company intends to appeal the assessment.
- Value
- ₹0.23 Cr
Triveni Engineering & Industries Other Announcement
Triveni Engineering & Industries Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Triveni Engineering & Industries Merger & Restructuring
Triveni Engineering disclosed that Triveni Power Transmission received BSE and NSE listing approvals. Its equity shares (per the Composite Scheme) begin trading October 12, 2026.