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Thejo Engineering Ltd

Q2 FY26Industrial Manufacturing

Thejo Engineering Q2 FY26 investor presentation: Revenue & Margins

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹1,952
Market cap₹2.1K Cr
P/E36.6
Updated16 Oct 2026
Read4 min read

Based on Thejo Engineering Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the investor presentationreports, not management guidance.

The short version

Q2 FY26 revenue from operations: ₹15,311 lakhs - Q2 FY25 revenue from operations: ₹13,344 lakhs - Year-on-year (YoY) growth for Q2 FY26 vs Q2 FY25: 14.7% increase - Half year (H1) FY26 revenue from operations: ₹28,866 lakhs - H1 FY25 revenue from operations: ₹26,397 lakhs - YoY growth for H1 FY26 vs H1 FY25: 9.4% increase - Quarterly volume figures are not explicitly stated in the presentation. Q2 FY26 Financials: - EBITDA: ₹2,327 Lakhs, up 11.3% YoY (Q2 FY25: ₹2,091 Lakhs) - EBITDA Margin: 15.0%, slightly down from 15.2% YoY - PAT: ₹1,411 Lakhs, up 14.9% YoY (Q2 FY25: ₹1,228 Lakhs)

From Thejo Engineering Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Q2 FY26 revenue from operations: ₹15,311 lakhs
  • Q2 FY25 revenue from operations: ₹13,344 lakhs
  • Year-on-year (YoY) growth for Q2 FY26 vs Q2 FY25: 14.7% increase
  • Half year (H1) FY26 revenue from operations: ₹28,866 lakhs
  • H1 FY25 revenue from operations: ₹26,397 lakhs
  • YoY growth for H1 FY26 vs H1 FY25: 9.4% increase
  • Quarterly volume figures are not explicitly stated in the presentation.
  • No explicit revenue or volume outlook is provided in the presentation.

2 more points from Thejo Engineering Ltd's call on revenue

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Profitability & Margins

See what Thejo Engineering Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Planned capacity expansion for manufacturing facilities, adding about 2,600 tonnes per annum to the existing 3,600 tonnes capacity.
  • Estimated capital expenditure for this expansion is ₹40 crore.
  • The expansion is expected to be completed over the next 10–12 months from the date of the presentation (November 2025).

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Top-ranked in Industrial Manufacturing

Ranked on what management guided this quarter

Guidance-ranked
Rev 1Mar 3
Rev 2Mar 1
3
Rev 2Mar 2
4
Rev 2Mar 2
5
Rev 2Mar 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

See what Thejo Engineering Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation does not explicitly mention or report any details regarding order book, order inflow, or pending orders. The document primarily covers: - Financial performance (Revenue, EBITDA, PAT) - Shareholding pattern and share information - Consolidated income statement and balance sheet data - Business overview and portfolio

2 more points from Thejo Engineering Ltd's call on order book

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Thejo Engineering 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 ₹181 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Thejo Engineering Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Thejo Engineering Ltd Q2 FY26 results?

Q2 FY26 revenue from operations: ₹15,311 lakhs - Q2 FY25 revenue from operations: ₹13,344 lakhs - Year-on-year (YoY) growth for Q2 FY26 vs Q2 FY25: 14.7% increase - Half year (H1) FY26 revenue from operations: ₹28,866 lakhs - H1 FY25 revenue from operations: ₹26,397 lakhs - YoY growth for H1 FY26 vs H1 FY25: 9.4% increase - Quarterly volume figures are not explicitly stated in the presentation. Q2 FY26 Financials: - EBITDA: ₹2,327 Lakhs, up 11.3% YoY (Q2 FY25: ₹2,091 Lakhs) - EBITDA Margin: 15.0%, slightly down from 15.2% YoY - PAT: ₹1,411 Lakhs, up 14.9% YoY (Q2 FY25: ₹1,228 Lakhs)

What is Thejo Engineering Ltd share price analysis?

Thejo Engineering Ltd currently shows a neutral. The stock trades at a P/E of 36.6 with a market cap of ₹2,117 Cr. Investors should review the full earnings analysis for detailed insights.

Is Thejo Engineering Ltd planning capital expenditure?

Planned capacity expansion for manufacturing facilities, adding about 2,600 tonnes per annum to the existing 3,600 tonnes capacity.

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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.