Synopsis:
Genus Power Infrastructure’s Q1 profit jumped 205% YoY, backed by strong revenue growth and a robust order book, highlighting the company’s impressive financial performance.
Renowned for its cutting-edge smart meter solutions, this company is a leading force in power infrastructure innovation. In this article we will do a deep dive into the company’s impressive financial performance, highlighted by a sharp rise in yearly revenue and profit, and the strong market reaction that followed.
Genus Power Infrastructure Limited’s stock, with a market capitalisation of Rs. 11,306 crores, rose to Rs. 390 hitting a high of up to 4.8 percent from its previous closing price of Rs. 372.05. Furthermore, the stock over the past year has given a negative return of 6.44 percent.
Order Book & Revenue Guidance
As of March 31, 2025, the company’s total order book stands at Rs. 30,110 crore (excluding taxes), with revenue visibility spanning 8–10 years. The order book revenue is planned to be realized progressively, with 55–60% expected to come in over the next three years and the remainder spread out over 8–10 years.
Although the pace of new tendering activity has slowed down, it is anticipated to pick up again, mainly in southern states such as Tamil Nadu, Telangana, Kerala, Karnataka, and West Bengal. Additionally, tenders worth Rs. 27,300 crore will be open for bidding in the next three to four months, presenting further business opportunities.
Also read: PSU stock with 89% increase in order book to ₹71,568 crore in FY25 to add to your watchlist
Company’s Capacity
In the last financial year, the company installed about 1.5 million meters in the fourth quarter, with the total annual installation noted as a significant amount (though not specified). For the next year, they aim to install between 7 to 8 million meters. Within the broader national program, out of 25 crore meters planned, 12 crore have been awarded and 2 crore have already been installed, with the remainder pending tender.
The company’s manufacturing capacity is growing, increasing from 10 million meters per year at the end of FY24 to 15 million by the end of FY25, thanks to improvements in automation and technology, not just assembly lines. Capital expenditure for FY25 was approximately Rs. 150 crore, covering areas like capacity upgrades, automation, and in-house software, with similar spending expected for FY26.
Q1 Financial Updates
Revenue for Q1FY26 stood at Rs. 942 crore, marking a strong YoY growth rate of 127% compared to Q1FY25’s Rs. 414 crore, and a modest QoQ growth of 0.5% over Q4FY25’s Rs. 937 crore. The 3-year revenue CAGR was impressive at 53%, showing robust long-term expansion.
Profit for Q1FY26 came in at Rs. 128 crore, showing a sharp YoY increase of 205% versus Rs. 42 crore in Q1FY25, while QoQ profit remained flat with Rs. 129 crore reported in Q4FY25. The company also posted a 3-year profit CAGR of 125% and maintained a 3-year average ROE CAGR of 10%.
Written By Fazal Ul Vahab C H
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