| Revenue growth | Q2 +7.7% YoY; H1 down about 3.5% |
|---|---|
| Margins | EBITDA margin 5.8% vs 6.1%; gross margin 57.5% vs 50.5% |
| Order book | INR 7,164 Mn signed; INR 35,000 Mn under negotiation |
| Demand visibility | Healthy demand in steel, solar, chemicals, pharma; India-led pipeline |
| Management confidence | Upbeat: healthy order book, improving execution |
Growth
Q2 revenue +7.7% YoY, EBITDA +1.6%, margin down 30bps to 5.8%. H1 revenue INR 2,198 Mn, down about 3.5% YoY.
Outlook
No explicit numeric guidance. Order book INR 7,164 Mn signed, INR 35,000 Mn under negotiation; naval, CBG and H-Xtreme scale-up.
Risks
Swing to net loss; D&A up 42%, other expenses up 55.8%, finance costs up. Q1 supply-chain disruptions; international deliveries still normalising.
Last quarter's promises, checked
Delivered
- Order book INR699 cr (≈INR6,990 Mn) → INR7,164 Mn (= BEAT)
Partly delivered
- Q2 'growth phase' → Q2 revenue +7.7% YoY, H1 still down (= PARTIAL)
- Execution normal by end-Q2 → international deliveries 'still normalising' (= PARTIAL)
Missed
- EBITDA margin 14-16% → 5.8% (= MISS)
- Growth 20-25% range → H1 FY27 revenue down ~3.5% YoY (= MISS)
Investor Presentation filed with NSE, NSE: CEWATER. Summary written with AI assistance from the document.
Concord Enviro Systems Ltd: key numbers
- Share price
- ₹226.25
- Market cap
- ₹468.2 Cr
- Revenue (annual)
- ₹557.9 Cr
- Net profit (annual)
- ₹19.76 Cr
- P/E (TTM)
- -29.8×Sector 21.3×
- Promoter holding
- 51.43%+0.00% QoQ
- FII holding
- 0.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Concord Enviro Systems Ltd
All →Concord Enviro Systems Earnings Call Transcript: Key Takeaways
Revenue grew 7.7% YoY despite Middle East supply chain disruptions. Management maintains a bullish 15-20% FY27 growth target backed by a record ₹716 crore order book.
- Call
- Guides 20% growth
Concord Enviro Systems Q2 FY27 Results: Net Loss of ₹4.1 Cr
Concord Enviro Systems Ltd reported revenue from operations of ₹134.5 Cr (+7.8% YoY) and a net loss of ₹4.1 Cr for Q2 FY27.
- Key figure
- Net loss ₹4.1 Cr
Concord Enviro Systems Other Announcement
Concord Enviro Systems filed its quarterly shareholding pattern for the period ended 30 September 2026. Promoters hold about 51.4%, and the filing is routine compliance disclosure.
Concord Enviro Systems Board Meeting Date
Concord Enviro Systems intimated that its Board is scheduled for 3 November 2026 to consider unaudited Q1/H1 results. The trading window will remain closed until 48 hours post-announcement.
Concord Enviro Systems Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI Regulation 31(1)(b).
Concord Enviro Systems Bags ₹14.25 Cr Order from A leading Solar Photovoltaic modules manufacturer
Concord Enviro Systems Ltd’s subsidiary Rochem Separation Systems won a Rs. 14.25 Crore order from a Solar PV modules manufacturer for water treatment systems.
- Value
- ₹14.25 Cr
- From
- A leading Solar Photovoltaic (PV) modules manufacturer
- Execution
- Delivery by December 2026; commissioning by mid-January 2027