Triveni Turbine Ltd (TRITURBINE) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported flat year-on-year growth in the quarter, with revenue from operations at 5.06 billion, EBITDA at 1.33 billion, and a Profit After Tax of 914 million, all showing marginal increases.
- A record order booking of 6.52 billion was achieved, marking a 14% year-on-year increase, primarily driven by a robust 52% surge in domestic order booking.
- The closing order book reached an all-time high of 22.20 billion, up 24% year-on-year, nearly doubling over the past three years, which underscores the company's strong market position and sustained growth trajectory.
- Export sales grew by 27% to 2.82 billion, increasing their contribution to total sales to 56% in Q2 FY26 from 44% in Q2 FY25, highlighting a strategic shift in revenue mix.
- Management expressed confidence in a back-ended growth for FY26, expecting higher growth rates in Q3 and Q4 to compensate for the 9% year-on-year revenue decline in H1, supported by a healthy inquiry book and strong order execution pipeline.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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