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Investor Presentation

Triveni Turbine Investor Presentation: Key Takeaways

Triveni Turbine Limited reported Q1 FY27 revenue growth of 19.2% Y-o-Y to ₹4.43 billion, driven by strong order execution and a growing global focus on energy efficiency and decentralized power.

Highlights
Revenue growth19.2% Y-o-Y in Q1 FY27.
MarginsImpacted by unfavorable mix and price escalation in Q1.
Order book₹21.80 billion total; aftermarket order book doubled to ₹6.24 billion.
Demand visibilityStrong across Southeast Asia, Africa, and North America.
Management confidenceConfident in Y-o-Y growth and margin recovery by H2 FY27.

Growth

Revenue CAGR of 26% and EBITDA CAGR of 29% from FY22-FY26; Q1 FY27 order booking grew 6.1% Y-o-Y.

Outlook

Closing order book at ₹21.80 billion. Management expects margin recovery in the latter half of FY27.

Risks

Margins impacted by unfavorable mix, price escalation, and geopolitical uncertainties in West Asia causing near-term fluctuations.

Last quarter's promises, checked

Delivered

  • Guided margin recovery in future → delivered 24.2% EBITDA margin in FY26 (= BEAT)
  • Guided international expansion → delivered 30% Y-o-Y export revenue growth (= BEAT)
  • Guided Aftermarket growth → delivered 121% Y-o-Y order booking growth in Q4 (= BEAT)

Partly delivered

  • Guided top-line growth → delivered 9% annual turnover growth (= PARTIAL)

Missed

  • Guided API segment growth → delivered lower than anticipated share in FY26 (= MISS)
Source

Investor Presentation filed with NSE, NSE: TRITURBINE. Summary written with AI assistance from the document.

Read the document ↗

Triveni Turbine Ltd: key numbers

Share price
₹554.20
Market cap
₹17,618 Cr
Revenue (annual)
₹2,181 Cr
Net profit (annual)
₹349.7 Cr
P/E (TTM)
52.4×Sector 53.6×
Promoter holding
55.84%+0.00% QoQ
FII holding
20.58%Current quarter

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

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