Triveni Engineering Q2 & H1 FY26 Earnings Conference Call Transcript
Triveni Engineering released the transcript of its Q2 & H1 FY26 earnings call. Revenues increased by 18.4% to ₹3,300 crore. The company anticipates increased transportation allowances and higher ethanol production.
The financial results and business updates suggest a moderate positive impact on the company's performance and future prospects.
The announcement discusses positive financial results, including increased revenues and profitability. It also mentions expectations of higher production and potential benefits from government policies.
* Transcript of the Analyst/Investor Conference Call held on 07th November 2025, post announcement of unaudited financial results for Q2 & H1 FY26 ended on September 30, 2025, has been released. * Revenues from operations increased by 18.4% to over ₹3,300 crore. * PBT stood at ₹32 crore v/s ₹11.5 crore for the same period last year, and PAT stood at ₹23.5 crore against ₹8.6 crore for the previous corresponding period. * Net turnover for H1 increased by 18%, supported by a 21% increase in Sugar and its allied businesses, and an 8% increase in the Engineering Businesses of the company. * In Q2, the net turnover increased by 14%, supported by a healthy double-digit growth across both business segments. * The gross debt of the company has increased to ₹505 crore, compared to ₹383 crore a year-ago. * On a consolidated debt basis, the numbers are ₹753 crore of gross debt compared to ₹536 crore on the 30th of September 2024, and the overall cost of funds stand at 6.4% in Q2 FY26, which is about 30 basis points lower than the 6.7% in the previous corresponding period. * The UP government has recently raised the SAP by ₹30 for Sugar Season 2025-2026, which puts pressure on the profitability of sugar producers in Uttar Pradesh and necessitates a review of the MSP. * The company is anticipating an increase in the transportation allowances, possibly up to ₹3, which will equate to between ₹1 and ₹1.5 on cane. * The company expects cycle 2, 3 and 4 will have a minimum of another 200 crore litres, perhaps even more.
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Triveni Engineering & Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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