CG Power & Industrial Solutions Ltd
CG Power & Industrial Solutions Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
The short version
The company expects continued strong growth in motors and drives, supported by both volume increases and price hikes (~50-50% contribution). CG Power expects continued growth driven by strong execution discipline and expanding order backlog, providing revenue visibility into future quarters.
From CG Power & Industrial Solutions Ltd's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- The company expects continued strong growth in motors and drives, supported by both volume increases and price hikes (~50-50% contribution).
- Power Systems segment sees robust market demand globally and in India, with significant capacity expansions underway (from 18,000 MVA to nearly 65,000 MVA transformer capacity in a year).
- Railways business is viewed as a sizable potential area, with new products and services driving high double-digit growth.
- Export business is small currently (~5-9%) but has more than doubled order bookings recently, with ambitious growth targets ahead.
- Domestic transformer power products business in India is growing rapidly, with demand from utilities continuing to rise.
2 more points from CG Power & Industrial Solutions Ltd's call on revenue
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Profitability & Margins
Read what CG Power & Industrial Solutions Ltd said on margins in the Q4 FY26 call
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Capital Expenditure Plans
- Greenfield plant erection for transformer capacity expansion is in progress and expected to commission between July and August 2026.
- Initial capacity of new plant will be around 25,000 to 30,000 MVA, aiming to reach 45,000 MVA by end of 2026.
- Total transformer capacity expected to be approximately 110,000 MVA by end of 2026 (combining existing and new capacities).
- Continuous investments underway in semiconductor design capabilities, including acquisitions like the Axiro RF business from Renesas.
- Strategic focus on building design capabilities and pursuing potential M&A to stay at forefront of technology, especially with AI advancements.
- New product launches planned for drives business starting April, aiming for higher localization and next-generation offerings.
2 more points from CG Power & Industrial Solutions Ltd's call on capex
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Order Book & Pipeline
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CG Power & Industrial Solutions Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.8K Cr, net profit ₹409 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What CG Power & Industrial Solutions Ltd's management said in earlier quarters
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Frequently Asked Questions
What were CG Power & Industrial Solutions Ltd Q4 FY26 results?
The company expects continued strong growth in motors and drives, supported by both volume increases and price hikes (~50-50% contribution). CG Power expects continued growth driven by strong execution discipline and expanding order backlog, providing revenue visibility into future quarters.
What is CG Power & Industrial Solutions Ltd share price analysis?
CG Power & Industrial Solutions Ltd currently shows a neutral. The stock trades at a P/E of 110.4 with a market cap of ₹140,530 Cr. Investors should review the full earnings analysis for detailed insights.
Is CG Power & Industrial Solutions Ltd planning capital expenditure?
Greenfield plant erection for transformer capacity expansion is in progress and expected to commission between July and August 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.