Here's a concise, retail-friendly summary: **1. Business Performance:** Q3 was a consolidation quarter.
Standalone revenue and profit were largely stable QoQ.
Critical Power revenue surged 100% YoY.
EV Charging standalone grew, but consolidated slightly dipped, though excluding Tritium, YoY growth was positive. **2. Growth Drivers or Strategy:** Critical Power boasts a strong ₹1,400 Cr+ order book, targeting 20% exports by FY27. EV Charging benefits from rising demand and new export entries (USA, Middle East). Tritium aims for 3x revenue growth by FY27. **3. Recent Developments:** The Hyderabad plant is now fully operational for battery and charger production.
The company secured major telecom DC power orders and new EV charger contracts.
The first Tritium liquid-cooled charger was installed in India. **4. Key Financial Metrics:** Q3 FY26 Standalone Revenue: ₹233.7 Cr (+58% YoY); PAT: ₹3.5 Cr.
Consolidated Revenue: ₹276.7 Cr (+41% YoY); PAT loss: ₹67.9 Cr. **5. Management Outlook:** Management forecasts stronger Q4 and a "materially stronger" FY27. Tritium targets EBITDA breakeven by Q4 FY27, expecting $10 Mn Q4 revenue with a substantial backlog.
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