Triton Valves Ltd
Triton Valves Q2 FY26: Capex ₹12 Cr
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Aspirational topline target of ₹1,000 crore over the next 4-5 years. The company targets a topline of around ₹1,000 crore over the next 4-5 years, aiming for about 15% year-on-year growth.
From Triton Valves Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Aspirational topline target of ₹1,000 crore over the next 4-5 years.
- Expected business mix: ₹400 crore each from automotive and metals verticals, ₹200 crore from climate control.
- Climate control has huge potential; for example, India imported ₹650 crore worth of relevant components last year.
- Growth rate target around 15% year-on-year.
- Current momentum shows 14.5%-18% growth in volumes despite industry headwinds.
- Focus on profitable growth with EBITDA margin goal of at least 10% by FY30.
- Future growth driven by technology products (e.g., TPMS valves) with higher margins.
2 more points from Triton Valves Ltd's call on revenue
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Profitability & Margins
See what Triton Valves Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is planning further automation of production lines, indicating ongoing CapEx for efficiency improvements.
- A second line in the metals vertical is ready for commissioning, with equipment already in place; however, power connection delays from the local utility are holding it up.
- Estimated working capital requirement for starting the new furnace line is about ₹10-12 crores due to raw material stocking needs at start-up.
- Capital allocation includes ₹2-3 crores reserved for Future Tech and metals business to gain pricing advantages; funds are kept available but not immediately spent.
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Top-ranked in Auto Components
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 Triton Valves Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company does not typically work on a traditional order book basis as most customers operate on running accounts.
- Metals vertical operates somewhat on an order book methodology.
- As of Q3, the metals vertical order book is higher than theoretical capacity.
- Current metals vertical order book exceeds 700 metric tons.
- Customers have been placing orders despite commodity price volatility.
- New orders continue to come in, including significant programs like Robert Bosch Germany's TPMS valves, running ahead of schedule.
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Triton Valves Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹153 Cr, net profit ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Triton Valves Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Triton Valves Ltd Q2 FY26 results?
Aspirational topline target of ₹1,000 crore over the next 4-5 years. The company targets a topline of around ₹1,000 crore over the next 4-5 years, aiming for about 15% year-on-year growth.
What is Triton Valves Ltd share price analysis?
Triton Valves Ltd currently shows a neutral. The stock trades at a P/E of 49.9 with a market cap of ₹533 Cr. Investors should review the full earnings analysis for detailed insights.
Is Triton Valves Ltd planning capital expenditure?
The company is planning further automation of production lines, indicating ongoing CapEx for efficiency improvements.
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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.