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Investor Presentation

Triveni Turbine Investor Presentation: Key Takeaways

Triveni Turbine reported Q1 FY27 revenue growth of 19.2% YoY to ₹4.43 billion. Profitability was softer due to a higher domestic revenue mix and execution of strategic low-margin projects like the NTPC CO2 storage pilot.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth19.2% YoY for Q1 FY27
MarginsEBITDA margin 18% vs 25.8% YoY; impacted by project mix
Order bookClosing order book at ₹21.8 billion, up 5.1% YoY
Demand visibilityStrong international enquiries, particularly Southeast Asia and Europe
Management confidenceHigh for full year growth despite challenging Q1

Growth

Revenue grew 19.2% YoY; domestic sales up 27.4%, exports up to ₹2.03 billion. PBT down 20.1% YoY.

Outlook

Management optimistic for back-ended FY27 growth; target long-term PBT margin above 20%; U.S. facility aiming for break-even.

Risks

Higher freight costs delaying export dispatches; volatility from geopolitical uncertainties; softening domestic enquiry book; commodity price impacts.

Last quarter's promises, checked

Delivered

  • Guided for back-ended FY26 execution → delivered H2 growth of 125% YoY (= BEAT)
  • Targeted annual turnover growth → achieved record ₹21.81 billion, up 9% YoY (= BEAT)
  • Guided for international expansion → export revenue grew 30% YoY to 58% share (= BEAT)

Partly delivered

  • Targeted stable bottom line → PAT declined 3% due to exceptional charges (= PARTIAL)

Missed

  • Anticipated large API segment orders in Q1 FY26 → orders did not materialize (= MISS)
Source

Investor Presentation filed with BSE, 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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