Triveni Turbine Limited (533655) Earnings Call Transcripts

Triveni Turbine Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Triveni Turbine Limited reported record quarterly revenue of INR 6.8 billion, reflecting a robust 26% year-on-year growth, contributing to a full-year revenue of INR 21.81 billion, up 9% from FY '25. Despite geopolitical challenges impacting order bookings, the company maintained strong momentum in the second half of the year, with export revenue growing 30% year-on-year. Management anticipates continued growth in FY '27, supported by a healthy order backlog and a diversified inquiry pipeline, although they caution that margins may fluctuate due to product mix and external factors.

Reported metrics

Guidance from management

Management anticipates continued growth in FY '27, supported by a healthy order backlog and a diversified inquiry pipeline. They expect revenue recognition to be back-ended, similar to FY '26, with a focus on maintaining long-term margin rates.

What management said

No, it's fully broad-based. It's -- because the heat requirement in segments like steel and cement is larger, obviously, they will be disproportionate in the amount that they contribute. Also, the size of CapEx that is required is larger. But in general, it is everywhere, but I'll ask our CEO to comment on this and then he can ask our Chief Marketing Officer, Mani, to also comment on it.

Good afternoon. So coming to the Indian market, I think as Nikhil mentioned that across the segments, the inquiry pipeline growth we are seeing because in the process cogeneration, either steel or cement or oil and gas. So there is a positive traction what we are seeing, more or less similar segments even in international markets. Probably Mani can add some more color to the...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical issues on order bookings and revenue, particularly in the first half of FY '26. There were also questions about the sustainability of margin levels given the changing product mix and potential cost pressures from raw materials.

Main topics on the call

• Record Revenue Growth — Triveni achieved its highest ever quarterly revenue of INR 6.8 billion in Q4 FY '26, a 26% increase YoY. This strong performance was driven by a significant rise in export revenue, which accounted for 60% of total revenu...
• Challenges from Geopolitical Issues — Management highlighted that geopolitical disruptions, including conflicts in West Asia and tariff uncertainties, impacted order bookings and revenue in the first half of FY '26. However, they noted a recovery in the seco...
• Strong Order Booking Momentum — Q4 FY '26 saw a 19% year-on-year increase in order bookings, totaling INR 7.54 billion. Export orders surged by 174% YoY, contributing 69% to total order bookings, indicating strong demand across international markets.
• Profitability and Margin Compression — Despite a stable EBITDA of INR 5.27 billion and margins of 24.2%, profit after tax declined by 3% due to an exceptional charge related to employee benefits. Management indicated that margin compression was primarily due ...

Read the full Triveni Turbine Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Triveni Turbine Limited earnings call transcripts on record, spanning February 3, 2020 to May 19, 2026. Based on this history, Triveni Turbine Limited reports quarterly. The most recent call on file is dated May 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

533655

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Electrical Equipment

Calls on record

23

First call

February 3, 2020

Most recent

May 19, 2026

Reporting cadence

quarterly