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Danish Power

Q4 FY26Electrical Equipment

Danish Power Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹784
Market cap₹1.5K Cr
P/E21.5
Updated23 Aug 2026
Read4 min read

What the Q4 FY26 call signalled

2 of 4 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned
Order bookOrder book rising

The short version

FY27 volume target: 7,000 to 8,000 MVA; FY28 volume target: over 10,000 MVA (Page 9, 10, 17). FY27 revenue expected to exceed INR700 crores with capacity ramp-up and market outlook supporting growth.

From Danish Power's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • FY27 volume target: 7,000 to 8,000 MVA; FY28 volume target: over 10,000 MVA (Page 9, 10, 17).
  • Revenue guidance for FY27: more than INR 700 crores; revenue potential with current capacity around INR 900 to 1,000 crores (Page 10, 12).
  • Next 2-3 years: demand outlook remains strong despite geopolitical uncertainties; capacity expansion decision expected within 3 months, potentially increasing capacity by 80-100% (Page 11, 12).
  • Exports targeted to increase from ~8% to 15-20% of revenue in near term, supporting margin improvement (Page 10, 12).
  • New product segments like power transformers, battery energy storage system (BESS) transformers, and dry-type transformers to drive growth (Page 17).

2 more points from Danish Power's call on revenue

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Profitability & Margins

See what Danish Power said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Fully commissioned and operational capacity expansion post-IPO, increasing transformer manufacturing capacity to ~11,000 MVA annually.
  • Backward integration initiated through subsidiary with a sheet metal fabrication facility (capex ~INR 20+ crores) expected to be commissioned in next 3-4 months, aimed at operational control and improving lead time and quality.
  • Land acquired adjacent to existing facilities for next phase of expansion, with decision on further expansion expected within next three months; potential to increase capacity by 80-100% on existing land through phased approach.
  • Focus on capacity ramp-up in power transformers (up to 100 MVA and 245 kV) with prototype development and type testing ongoing; power transformer revenues expected to contribute meaningfully from FY28.

2 more points from Danish Power's call on capex

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Top-ranked in Electrical Equipment

Ranked on what management guided this quarter

Guidance-ranked
1Waaree Energies Ltd
Rev 1Mar 1
2MTAR Technologies Ltd
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 2
5
Rev 1Mar 2
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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

Order book rising
  • Current executable order book is over INR 500 crores.
  • Approximately 90% of the current order book is expected to be executed within the next 6 to 9 months, mostly within this financial year.
  • Around 30% of orders in the current mix include a price variation clause; the remaining are on firm price.
  • New orders secured in the last 4 to 6 weeks are primarily firm priced.

2 more points from Danish Power's call on order book

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What Danish Power Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Danish Power Q4 FY26 results?

FY27 volume target: 7,000 to 8,000 MVA; FY28 volume target: over 10,000 MVA (Page 9, 10, 17). FY27 revenue expected to exceed INR700 crores with capacity ramp-up and market outlook supporting growth.

What is Danish Power share price analysis?

Danish Power currently shows a below-average growth signal. The stock trades at a P/E of 21.5 with a market cap of ₹1,503 Cr. Investors should review the full earnings analysis for detailed insights.

Is Danish Power planning capital expenditure?

Fully commissioned and operational capacity expansion post-IPO, increasing transformer manufacturing capacity to ~11,000 MVA annually.

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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.