Clean Max Enviro Energy Solutions Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹728 Cr (+37% YoY), adjusted EBITDA ₹553 Cr (+43%), PAT ₹65 Cr (+82%). Operational RE capacity 3,638 MW; contracted 6,270 MW.
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Q2 FY27 revenue ₹728 Cr (+37% YoY), adjusted EBITDA ₹553 Cr (+43%), PAT ₹65 Cr (+82%). Operational RE capacity 3,638 MW; contracted 6,270 MW.
H1 FY27 revenue more than doubled to ₹55.7 Cr; PAT ₹4.75 Cr. EBITDA 14.8% remains below 18% a year ago. Growth is price-led; the ₹100 Cr FY27 target leans on orders and the ₹1,000 Cr vision needs new capital.
Q2 FY27 revenue ₹746.0 Cr (+73.4% YoY) and PAT ₹29.6 Cr (+13.5%), with EBITDA margin compressed to 5.7%. H1 FY27 revenue ₹1,462.3 Cr (+102.3%). Marol capacity commissioned; Jaipur under construction.
Q2FY27 revenue ₹693.5 Cr (+21.3% YoY), EBITDA ₹169.4 Cr (24.4% margin), PAT ₹135.1 Cr (+41.7%). H1FY27 PAT ₹270.6 Cr (+43.8%). OFM Malaysia 80% acquisition completed.
Q2 FY27 consolidated revenue ₹265 cr (+14% YoY); H1 ₹526 cr (+16%). EBITDA ₹27 cr at ~10% margin; PBT ₹17 cr (-17%).
Revenue ₹225 Cr (+55% YoY) and 13% EBITDA margin, but PAT margin fell to 7.3%. Bullion-heavy sales, store pre-opening costs and higher finance charges drove the squeeze.
Q2 FY27 income fell 5% to ₹2,003 Cr; PBT flat at ₹84.8 Cr on cost agility. Financial Services and Sterling offset weak international travel.
Q2 & H1 FY27: H1 total income Rs1,288 Cr (vs Rs259 Cr) and H1 PAT Rs152 Cr at 11.8% margin, but Q2 PAT only Rs5 Cr. Net cash Rs466 Cr; pre-sales up 27% to Rs1,636 Cr.
Record Q2 revenue of ₹2,189 Cr (+43% YoY) with 11.8% EBITDA margin. H1 normalized PAT excludes a ₹106 Cr one-off gain, and Flash Electronics margins compressed on input costs.
Q2FY27 record pre-sales INR 3,225 Cr (+689% YoY), but revenue fell 41% to INR 292 Cr and PAT loss widened to INR 271 Cr. Net debt INR 3,982 Cr; collections inflection expected FY28.
Clean headline: revenue +16% YoY, EBITDA 34%, PAT +14%. Growth leans on deferred sales and rising top-10 customer concentration (46%). US recovery is only hoped for.
Q2 FY27 revenue ₹2,554 Mn (+26.7%), EBITDA ₹1,128 Mn (44.1% margin), PAT ₹595 Mn (23.3%). Strategy: hub-and-spoke densification, Bengaluru/Hyderabad hubs, Guwahati entry.
Q2 FY27 total income INR 267.8 Cr (+29.1% YoY), EBITDA margin 13.29%, PAT INR 15.5 Cr; H1 revenue +18.9%. Capex cycle ends FY27; China+1 demand tailwind cited.
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.
Q2FY27 revenue ₹79.5 Cr (+10% YoY), a record quarter. EBITDA margin 19.2%, PAT ₹10.0 Cr (+17.6%). H1FY27 revenue ₹154.2 Cr (+11.9%).
H1 FY27 revenue ₹52,949L (+45% YoY), EBITDA ₹1,132L (2.14% margin), PAT ₹726L (+92%). Strategy: Tier 2-3 expansion, diversification, debt reduction.
Q2 FY27: GTV +16%, registered habitat +27%, organic international +28%. Management concedes October demand pressure and a tough Q3, and gives no numeric guidance.
Q2 FY27 revenue ₹1,388 Cr (+51% YoY), EBITDA ₹177 Cr (12.8% margin), PAT ₹99 Cr (+111%, tax-aided). Net debt/EBITDA down to 1.9x from 3.0x; specialty mix improving.
Q2 FY27 revenue Rs.2,056 Cr (+32% YoY, record), EBITDA Rs.238 Cr (11.6% margin), PAT Rs.104 Cr (+12%). Entering 990 MW renewable generation via 49% SPV stake.
Q2 FY27 record quarter: revenue ₹357.8 Cr (+48%), EBITDA ₹30.4 Cr (margin 8.49%), PAT ₹12.5 Cr (+99%). Pivot to EPC, asset-light, branded low-voltage cables; order book ₹471.5 Cr.
Q2 income and EBITDA fell sharply YoY, and PAT dropped 47%. Management blames commercial lumpiness, says H1 was in line, and declined to quantify FY27 growth or give molecule-level detail.
Consolidated Q2 FY27 revenue ₹3,182mn (+9.8% YoY), EBITDA flat at ₹464mn, margin 14.6%, PAT ₹79mn (+8.3%). Standalone PAT +19%; growth driven by International and occupancy.
Q2 FY27 total income ₹3,427mn (+15.6% YoY), consolidated EBITDA ₹1,238mn (36.1% margin, 39.1% ex-GST), PAT ₹411mn. Same-store revenue +12.6%, ahead of 9-11% guidance.
Q2FY27 standalone revenue INR 41,320 Mn (+62% YoY), EBITDA INR 15,380 Mn (37.22% margin), PAT INR 11,119 Mn (+84%). Consolidated Q2 PAT INR 10,230 Mn (+86%).
Q2 FY27 revenue fell 38% YoY to ₹56.1 cr, with a ₹77.5 cr net loss including ₹68 cr exceptional items. Transition from single-customer model to independent distribution continues.
Q2FY27 standalone revenue INR 290 Cr (+8.4% YoY), PAT INR 120 Cr (+2.2%), EBITDA margin 58.4%. Debt-free; INR 3,500 Cr pipeline capex underway.
Q2 FY27 total income ₹54.3 Cr (+81% QoQ) and PAT ₹13.5 Cr (25.0% margin), driven by ECM-led merchant banking. H1 PAT fell to ₹13.7 Cr from ₹52.4 Cr.
Q2 FY27 revenue INR 497 Cr (+16% YoY), EBITDA INR 135 Cr at 27.2% margin, PAT INR 75 Cr (+43%). H1 revenue INR 947 Cr (+16%). Strategy is Metropolis 3.0, focused on tech, science and profitable growth.
Q2FY27 consolidated total income Rs4,811 Cr (+34%), EBITDA Rs584 Cr (12.1%), PAT Rs274 Cr (+21%). H1 income Rs9,159 Cr (+32%). Strategy: capacity expansion, EV and non-auto diversification, Europe acquisitions.
Q2 FY27 consolidated: income ₹17,371 Mn (-3.7% YoY), EBITDA margin 19.37% (+653bps YoY), PAT ₹1,756 Mn (+93% YoY). Standalone net debt/EBITDA 0.57x.