Concord Enviro Systems Ltd
Concord Enviro Systems Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue target is around INR 1,000 crores, comprising: - INR 350-400 crores from India S&P (Sale of Plants) - INR 200-250 crores from exports - INR 150-200 crores from desalination and naval orders - INR 300+ crores from large EPC-type orders (CETPs and large corporates) - Order book remains strong with a healthy pipeline of INR 3,000 crores. FY27 revenue growth is expected, supported by a strong order book and increasing order intake in segments like CETP, exports, desalination, naval, and large EPC projects, targeting around INR1,000 crores in order inflow.
From Concord Enviro Systems Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue target is around INR 1,000 crores, comprising:
- INR 350-400 crores from India S&P (Sale of Plants)
- INR 200-250 crores from exports
- INR 150-200 crores from desalination and naval orders
- INR 300+ crores from large EPC-type orders (CETPs and large corporates)
- Order book remains strong with a healthy pipeline of INR 3,000 crores.
- Growth drivers include CETP-related orders, export market traction, and expansion in solar PV and compressed biogas (CBG) sectors.
- New large O&M contracts and acquisition of Fatek Utilities aim to boost recurring revenue streams.
- Execution expected to improve from Q2 FY27 after Q1 delays due to geopolitical issues and project-specific factors.
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Profitability & Margins
See what Concord Enviro Systems Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company made a strategic investment of USD 2 million for a minority equity stake in a US-based polymer company, enhancing access to advanced material science capabilities (Page 4).
- This investment complements an earlier investment in a membrane technology company, supporting the long-term product development roadmap (Page 4).
- Focus on strengthening technology capabilities through these investments to drive future growth (Page 4).
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Top-ranked in Other Utilities
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.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book stands at INR536 crores as of March 31, 2026.
- Total Contract Value (TCV) order book is approximately INR800 crores, including longer-term O&M contracts.
- There is an additional pipeline of INR3,000 crores, indicating strong future inflows.
- Company is L1 for ZLD orders worth INR143 crores, including a significant order exceeding INR100 crores from a major steel manufacturer.
- Larger orders focus on steel, mining, and CETP sectors, with smaller orders (sub-INR5 crores) spread across chemical, pharma, textile sectors.
- Focus on both smaller projects and tracking larger EPC-type projects.
- Execution of some large orders likely to be recognized across FY27 (e.g., a nuclear order of INR36 crores planned for execution in Q2-Q4 FY27).
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Concord Enviro Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹206 Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Concord Enviro Systems Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Concord Enviro Systems Ltd Q4 FY26 results?
FY27 revenue target is around INR 1,000 crores, comprising: - INR 350-400 crores from India S&P (Sale of Plants) - INR 200-250 crores from exports - INR 150-200 crores from desalination and naval orders - INR 300+ crores from large EPC-type orders (CETPs and large corporates) - Order book remains strong with a healthy pipeline of INR 3,000 crores. FY27 revenue growth is expected, supported by a strong order book and increasing order intake in segments like CETP, exports, desalination, naval, and large EPC projects, targeting around INR1,000 crores in order inflow.
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 25.3 with a market cap of ₹576 Cr. Investors should review the full earnings analysis for detailed insights.
Is Concord Enviro Systems Ltd planning capital expenditure?
The company made a strategic investment of USD 2 million for a minority equity stake in a US-based polymer company, enhancing access to advanced material science capabilities (Page 4).
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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.