Megatherm Indu.
Megatherm Induction Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #23 of 100 in Industrial Products
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What the Q4 FY26 call signalled
5 of 5 strong
The short version
Targeting 20-25% CAGR growth over the next 5-6 years, aiming to triple revenue and quadruple EBITDA. Megatherm aims to increase EBITDA margin from the current 10%-12% to around 15% in a steady state when revenues reach INR 500-600 crores in a few years (Page 29).
From Megatherm Indu.'s Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Targeting 20-25% CAGR growth over the next 5-6 years, aiming to triple revenue and quadruple EBITDA.
- Transformers business projected to grow from ~INR40 crores currently to INR150 crores in FY28, and around INR250 crores in 2-3 years with new manufacturing capacity.
- Induction products expected to see long-term growth mainly from expanded global footprint, with initial inertia estimated to break in 1-2 years.
- Spares business expected to scale with installed base; currently around 20% of total business, projected to increase gradually as equipment ages.
- Plans to expand export markets, with export orders currently around INR150-200 crores, driving future growth.
2 more points from Megatherm Indu.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Current FY26/FY27 CapEx includes setting up a fourth shed dedicated to transformers, estimated at around INR 20-25 crores.
- Additional CapEx planned over the next 2-3 years includes one big CapEx of around INR 30-35 crores to support growth towards INR 1,000 crores revenue.
- Marketing and HR expenses will increase to support expansion, aiming to become more professionally driven.
- CapEx funding will ideally come through equity or debt, not from working capital, to avoid cash flow issues.
- The company is eligible for government subsidies, including a 25% capital subsidy from MEITY, with around INR 3.5 crores due for FY25 investments.
2 more points from Megatherm Indu.'s call on capex
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Top-ranked in Industrial Products
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
See what Megatherm Indu. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is around INR 430-450 crores.
- Export order book is approximately INR 150 crores.
- Domestic order book is about INR 250 crores.
- Transformer orders constitute around INR 80-85 crores of the total order book.
- Export orders are diversified across Middle East, Gulf nations (INR 50-60 crores), Africa, Southeast Asia, US, Sri Lanka, and SAARC countries.
- About INR 50-60 crores of export orders to Middle East may face delays due to geopolitical issues.
- Carryover induction orders are about INR 250 crores.
2 more points from Megatherm Indu.'s call on order book
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What Megatherm Indu.'s management said in earlier quarters
Others in Industrial Products this season
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Potential multibaggers · Q2 FY27
Potential multibaggers in Industrial Products
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Megatherm Indu. Q4 FY26 results?
Targeting 20-25% CAGR growth over the next 5-6 years, aiming to triple revenue and quadruple EBITDA. Megatherm aims to increase EBITDA margin from the current 10%-12% to around 15% in a steady state when revenues reach INR 500-600 crores in a few years (Page 29).
What is Megatherm Indu. share price analysis?
Megatherm Indu. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 16.9 with a market cap of ₹411 Cr. Investors should review the full earnings analysis for detailed insights.
Is Megatherm Indu. planning capital expenditure?
Current FY26/FY27 CapEx includes setting up a fourth shed dedicated to transformers, estimated at around INR 20-25 crores.
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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.