Thermax Limited has submitted a revised investor presentation for the first quarter of the fiscal year 2026-27 (Q1 FY2026-27). This updated presentation incorporates several modifications and updates following the company’s earlier submission. The disclosure is made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, providing stakeholders with the latest information on the company’s performance and outlook.
Thermax Limited Files Revised Investor Presentation
Thermax Limited has released an updated investor presentation for the first quarter of the fiscal year 2026-27 (Q1 FY2026-27). This revised document has been filed with the stock exchanges, including the BSE Limited and the National Stock Exchange of India Limited, as per regulatory requirements.
Key Updates in Presentation
The revised presentation incorporates modifications and updates subsequent to the initial submission. This proactive measure ensures that investors and stakeholders have access to the most current information regarding Thermax’s strategic direction, business performance, and outlook for the period. The company has emphasized its commitment to transparency and timely communication with the investment community.
Financial and Operational Highlights
The presentation covers various aspects of Thermax’s operations and financial performance. Notably, it includes:
- Order Book: ₹2,809 crore, a 2% increase.
- Order Balance: ₹14,045 crore, a 23% increase.
- Operating Revenue: ₹2,303 crore, a 7% increase.
- Profit Before Tax (PBT): ₹42 crore, an 80% decrease.
- Profit After Tax (PAT): ₹22 crore, an 86% decrease.
The decrease in profit for the quarter is attributed to a project cost overrun of ₹91 crore in the Industrial Infra segment. The company also highlighted growth drivers such as improved performance in TBWES, Industrial Products, and Green Solutions.
Segment Performance
Key segment performances for Q1 FY27 include:
- Industrial Products: Order booking up 8% to ₹1,394 crore, order balance up 16% to ₹5,370 crore.
- Industrial Infra: Order booking up 24% to ₹863 crore, order balance up 31% to ₹6,887 crore.
- Green Solutions: Order booking up 149% to ₹382 crore, order balance up 17% to ₹1,568 crore. This segment’s growth is partly due to a change in order book reporting methodology.
- Chemicals: Order booking up 1% to ₹169 crore, order balance up 45% to ₹220 crore.
The presentation also details the revenue mix and project counts for the Industrial Infra segment and provides an industry outlook concerning input costs, market sentiments, and demand trends.
Source: BSE
