Genus Power Infrastructures Ltd
Genus Power Infrastructures Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
Total order book stands at approximately INR25,173 crores net of taxes, providing strong long-term revenue visibility. FY27 revenue guidance: INR 6,000 - 6,500 crores, driven by increased project rollouts and order book conversion.
From Genus Power Infrastructures Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Total order book stands at approximately INR25,173 crores net of taxes, providing strong long-term revenue visibility.
- Large executable order book conversion expected to drive revenue growth.
- FY27 revenue guidance: INR6,000 crores to INR6,500 crores, driven by rollout intensity and ongoing projects.
- Industry size: Estimated requirement of around 31-32 crore smart meters in India; only ~15.6 crore have been tendered so far, indicating significant growth runway.
- Expect tenders of around 9 crore meters in FY27 plus more in subsequent years.
- Confident to maintain current market share (~22-23% as AMISP, >30% in meter manufacturing).
- Expansion into adjacent segments like smart gas meters (INR35,000 crores industry over next 3-4 years) and smart water meters with potential for significant future revenues.
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Profitability & Margins
See what Genus Power Infrastructures Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current FY27 capex guidance: No major capex expected; only small regular capex of around INR 10-20 crores for routine items like dies and molds (Page 7).
- Investment in Joint Venture Platform (Gemstar):
- As of FY26, Genus invested approximately INR 487 crores including loans and equity in the platform (Page 12).
- Expected additional investment of INR 600-700 crores in the JV platform over next 2 years (FY27 and FY28, and Q1 FY29) (Page 5).
- Strategic investments and growth areas:
- Focus on smart gas meters, water meters, and exports alongside core smart metering business (Page 5).
- Gas metering market opportunity estimated at INR 35,000-36,000 crores over next 3-4 years (Page 5).
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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.
Fundraising & Capital Structure
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Order Book & Pipeline
- Current order book stands at approximately INR 25,000 crores.
- Out of this, around INR 23,000 crores is from the platform, split into:
- INR 16,000 crores for CAPEX.
- The remaining for OPEX.
- The order book is expected to complete over the next 2 to 2.5 years.
- Large tender pipeline ahead with approximately 9 crore smart meters expected to be tendered in FY27.
- Total smart meter market size is around 31-32 crore consumers; about 15 crore meters already tendered, with 7 crore installed.
- Roughly 24-25 crore smart meters remain to be installed in India.
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Genus Power Infrastructures Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.5K Cr, net profit ₹172 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Genus Power's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Genus Power Infrastructures Ltd Q4 FY26 results?
Total order book stands at approximately INR25,173 crores net of taxes, providing strong long-term revenue visibility. FY27 revenue guidance: INR 6,000 - 6,500 crores, driven by increased project rollouts and order book conversion.
What is Genus Power Infrastructures Ltd share price analysis?
Genus Power Infrastructures Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 15.9 with a market cap of ₹9,418 Cr. Investors should review the full earnings analysis for detailed insights.
Is Genus Power Infrastructures Ltd planning capital expenditure?
Current FY27 capex guidance: No major capex expected; only small regular capex of around INR 10-20 crores for routine items like dies and molds (Page 7).
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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.
