Concord Enviro Systems Ltd Q4 FY26 Results — Earnings Call Analysis

Published 16 Jul 2026 | Other Utilities | Market Cap: ₹600 Cr

No information is provided regarding the same in the latest conference call. - FY '26 earnings impacted by project execution delays; EBITDA margin guidance revised down to 10%-12% from prior 15%-17% range.

From Concord Enviro Systems Ltd's Q3 FY26 earnings-call transcript · updated 16 Jul 2026.

Price

318

Market Cap

₹600 Cr

P/E Ratio

10.8

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Concord Enviro Systems Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹206 Cr, net profit ₹14 Cr.

Full financials →

📊 Revenue & Sales Performance

No information is provided regarding the same in the latest conference call.

📈 Profitability & Margins

  • FY '26 earnings impacted by project execution delays; EBITDA margin guidance revised down to 10%-12% from prior 15%-17% range.
  • FY '27 margin target improves to 14%-16% EBITDA, supported by commercialization of new products and operational efficiencies.
  • Order inflow and order book expected to strengthen in FY '27, aiming for 1x coverage relative to revenue target, implying growth rebound.
  • Large project pipelines across solar, steel, metals, mining, and CBG segments indicate strong revenue scaling opportunities starting Q1 FY '27.
  • Working capital days target steady at 120-125 days with expectations of slight reduction, supporting cash flow and profitability.
  • Management confident in long-term sustainable growth and return to higher margins due to technology differentiation, new product commercialization, and improved execution.
  • EPS is expected to improve aligned with EBITDA margin recovery and higher order execution from FY '27 onward.

🏗️ Capital Expenditure Plans

No information is provided regarding the same in the latest conference call.

💰 Fundraising & Capital Structure

No information is provided regarding the same in the latest conference call.

📋 Order Book & Pipeline

  • Current order book coverage is about 60% of the targeted 20%-25% growth for FY '27.
  • Targeting INR160-180 crores order intake in the current quarter to improve coverage.
  • Large orders are in the pipeline, with one significant order discussion expected to shape up in six weeks.
  • Expect to reach approximately 1x order coverage by the end of Q1 FY '27 if not by March 31, 2026.
  • Some orders have been delayed from FY '26 to FY '27 but are expected to be executed next year.
  • After-sales business (O&M, spares, consumables) contributes roughly INR300 crores in revenue.
  • CBG projects started execution in Q3 and expected to complete by Q1 FY '27 end.
  • Desalination project, previously L1, has converted into an order in the current quarter.

Key Metrics

Frequently Asked Questions

What were Concord Enviro Systems Ltd Q4 FY26 results?

No information is provided regarding the same in the latest conference call. - FY '26 earnings impacted by project execution delays; EBITDA margin guidance revised down to 10%-12% from prior 15%-17% range.

What is Concord Enviro Systems Ltd share price analysis?

Concord Enviro Systems Ltd currently shows a neutral. The stock trades at a P/E of 10.8 with a market cap of ₹600. Investors should review the full earnings analysis for detailed insights.

Is Concord Enviro Systems Ltd planning capital expenditure?

No information is provided regarding the same in the latest conference call.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

What Concord Enviro Systems Ltd's management said in earlier quarters

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