Shakti Pumps India Ltd (SHAKTIPUMP) Q2FY27 Concall Transcript - Sep-2026 Qtr
Moderator: Ladies and gentlemen, good day, and welcome to Q2 and H1 FY27 earnings conference call hosted by Shakti Pumps India Limited. As a reminder, all participants' lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing "*" then "0" on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Rohit Anand from Ernst & Young LLP. Thank you, and over to you, sir.
Rohit Anand (Ernst & Young LLP): Good afternoon, everyone. Before we proceed, let me remind you that the that the discussion may contain forward-looking statements that may involve known or unknown risk, uncertainties, and other factors. It must be viewed in conjunction with our business risk that could cause future results, performance, or achievements to differ significantly from what is expressed or implied by such forward-looking statements. To take us forward through the financial results and the development, and to answer your question today, we have the senior management of Shakti Pumps India Limited represented by Mr. Dinesh Patidar, Chairman, Mr. Ramesh Patidar, Managing Director,
Rohit Anand (Ernst & Young LLP): Krishna Sethluri, CEO, Shakti Energy Solutions Limited; Mr. Dinesh Patidar, Chief Financial Officer; and Mr. Ravi Patidar, CS and Compliance Officer. We will start the call with the brief overview of the past quarter by Mr. Dinesh Patidar, Patidar, our Chairman. I would now hand over to the call to Mr. Dinesh Patidar, sir. Over to you, sir.
Dinesh Patidar (Shakti Pumps India Ltd): Thank you, Rohit. Namaskar, dosto. Aap sabhi investor, analyst aur hamare sabhi sahyogiyo ka Shakti Pumps ki second quarter aur H1 mein '26-'27 mein call mein aapka hardik swagat hai. Dosto, is timahi mein kuch chunautiya sthitiyo ke bawajood hamari team ne bohot accha pradarshan kiya hai, vishesh roop se solar pump installation, export business, rooftop solar and domestic aur industrial business mein humne mahatvapurna pragati ki hai. Sabse pehle main hamari solar pump installation team ki sarahana karna chahunga. Is quarter mein hamari team ne lagbhag 24,000 solar pump install kiye hain, jo hamari company ke liye ek mahatvapurna uplabdhi hai. Pichle quarter ki tulna mein humne installation ki sankhya mein lagbhag 24% growth hasil ki hai. Yeh uplabdhi hamare liye isliye bhi mahatvapurna hai kyonki humne apni pump lagane ki kshamata ko na kewal badhaya hai, balki zamini star par safaltapoorvak parkha hai. Jin kshetron mein hum is samay hamara installation karya kendrit raha hai, waha adhik kaam aur kai chunautiyon ke bawajood hamari team ne bohot acchi karyakshamata aur behtarin pradarshan kiya hai. Aane wale samay mein hamara poora dhyan pump lagane ki kshamata ko aur adhik badhana badhane par rahega taki naye order aur sarkari yojnaon ke antargat milne wale avsar par hum teji se kaam poora kar sakein. PM-KUSUM Yojana ko lekar bhi hum sakaratmak hain. Hamein ummeed hai is quarter mein scheme clear ho jayegi aur agle quarter mein hum kuch sakaratmak execution results dekhne ko milega. Dosto, export business mein bhi hamari team ne antarrashtriya star par chunautiya chunautipurna paristhitiyon ke bawajood bohot accha kaam kiya hai. Kuch deshon mein maal pahunchane ki kathinai ke bawajood apne apne dealers aur grahako ke saath kiye gaye waadon ko poora karne ke liye zaroorat padne par hawai marg se bhi maal bhejne ki vyavastha ki hai. Hamara uddeshya kewal business badhana nahi balki apne antarrashtriya grahako ke saath majboot aur lambe samay tak chalne wale sambandh banana hai. Iske saath rooftop solar, domestic aur industrial business mein humne lagbhag 70% ki growth darj ki hai. Yeh hamare alag-alag vyavsayik vistar aur bhavishya ki growth ke liye sakaratmak sanket hain. Dosto, main yeh sweekar karta hoon ki vartaman samay mein kuch chunautiyan hain, lekin mujhe hamari team ki kshamata, hamari utpadan kshamata aur kaam ko samay par poora karne ki hamari taakat par poora bharosa hai. Aane wale samay mein hamara dhyan teen pramukh kshetron mein rahega: pump lagane ki kshamata ko aur badhana, kaam karne ki karyakshamata mein lagatar sudhar karna, company ke sabhi vyavsayik mein sthayi labhdayak vriddhi hasil karna. Mujhe poora vishwas hai, hum sabhi milkar is chunauti ko avsar mein badlenge. Aane wale samay mein Shakti Pumps ko nayi unchai par le jayenge. Main hamari team, grahak, dealers, investor aur sabhi sahyogiyo ko nirantar vishwas aur sahyog ke liye dhanyavad deta hoon aur ab aapke koi question-answer ho toh main floor open karta hoon.
Moderator: Thank you very much. We will now begin with the question and answer session. Anyone who wishes to ask a question may press star and one on their touchtone telephone. If you wish to remove yourself from the question queue, you may press star and two.
Moderator: queue, you may press star and two. Participants are requested to use handsets while asking a question. Ladies and gentlemen, we will wait for a moment while the question queue assembles. The first question is from the line of Varun Agrawal, an individual investor. Please go ahead.
Varun Agrawal: Hello sir, thank you for taking my question. Just a few questions, housekeeping. Sir, I wanted the numbers for the solar pump controllers, sorry, the solar pump sets that we sold in the cash market in Q2 and also for the first half of the year.
Dinesh Patidar (Shakti Pumps India Ltd): Numbers to batana theek nahi hoga lekin hamne 70% growth jo domestic business me ki hai vo isi sector me ki hai. Usme solar pumps bhi hain, electrical pumps bhi hain, sabhi hain.
Varun Agrawal: Okay sir. Fir apna production kitna hua hai sir pumps and motors ka first half of the year me?
Dinesh Patidar (Shakti Pumps India Ltd): Karib abhi ham 68% capacity utilize kar rahe hain.
Varun Agrawal: 68%, okay. Sir aur rooftop ke liye kuch guidance mil sakta hai topline ka for FY27 or 28 ke liye?
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