Thejo Engineering Limited has released its Investor Presentation for the quarter and half year ended September 30, 2025, highlighting robust financial performance and key strategic developments: * Financial Highlights (Consolidated): * Q2FY26 Revenue from Operations: ₹15,311 lakh (₹153.11 crore), a 14.7% YoY increase. * Q2FY26 EBITDA: ₹2,327 lakh (₹23.27 crore), up 11.3% YoY. * Q2FY26 PAT: ₹1,411 lakh (₹14.11 crore), a 14.9% YoY increase. * H1FY26 Revenue from Operations: ₹28,866 lakh (₹288.66 crore), a 9.4% YoY increase. * H1FY26 EBITDA: ₹4,194 lakh (₹41.94 crore), up 4.8% YoY. * H1FY26 PAT: ₹2,387 lakh (₹23.87 crore), a 9.0% YoY increase. * Key Developments/Operational Highlights: * The company plans a capacity expansion of its manufacturing facilities, adding approximately 2,600 tonnes per annum to its existing 3,600 tonnes capacity. * This expansion is estimated to cost ₹40 crore and is expected to be completed over the next 10-12 months. * Thejo Engineering has secured an order for the operation and maintenance of the Raw Material Handling System of a major steel plant. * This order is for a period of three years, from October 2025 to September 2028, with an estimated value of ₹129 crore over the three-year period. * Strategic Strengths: The company highlighted its diversified global footprint, high-entry-barrier products, robust financial performance, favorable sector tailwinds, experienced people capability, and its position as a one-stop engineering solution provider.
