Key takeaway: Genus Power Infrastructures Limited held its Q4 and FY26 earnings conference call on May 19, 2026, where management reported a strong operational and financial performance. For Q4 FY26, the company achieved a standalone revenue of INR 1,524 crores, marking a 63% year-on-year growth. The full year revenue reached INR 4,738 crores, a 94% increase from the previous year. EBITDA for Q4 was INR 284 crores, and profit after tax was INR 181 crores, reflecting a 41% year-on-year growth. Management highlighted the successful execution of all 24 AMISP projects and the installation of over 1 crore meters under the RDSS program. The total order book stood at approximately INR 25,173 crores, providing long-term revenue visibility. Management set a revenue guidance for FY27 in the range of INR 6,000 to 6,500 crores, while also indicating a projected EBITDA margin of 18% due to rising raw material costs. The company remains focused on smart metering and adjacent growth opportunities in gas and water metering.

Key takeaway: Genus Power Infrastructures Limited's investor presentation dated May 2026 outlined the company's significant growth and operational achievements. The presentation highlighted that Genus meters account for over 20% of India's electricity consumption, with more than 105 million meters installed and an annual production capacity exceeding 18 million meters. The company reported a total income of INR 4,738 crore for FY26, a 94% increase year-on-year, with a profit after tax of INR 605 crore, reflecting a 106% growth. Management emphasized the successful execution of smart metering projects and the establishment of a strong order book valued at INR 25,173 crore. The presentation also discussed the company's commitment to sustainability, diversity in the workforce, and ongoing investments in smart gas and water metering solutions. Management expressed confidence in the long-term growth potential of the smart metering market in India.

Key takeaway: Genus Power Infrastructures Limited reported strong financial performance for Q3 FY '26, with standalone revenue of INR 1,122 crores, reflecting an 86% year-on-year growth. EBITDA nearly doubled to INR 232 crores, resulting in an EBITDA margin of 20.7%. Profit after tax increased by 117% to INR 148 crores. For the nine months ended FY '26, revenue reached INR 3,214 crores, up 114% year-on-year, while EBITDA grew 159% to INR 676 crores. The company commissioned approximately 58 lakh smart meters during this period and plans to accelerate installations in Q4. The order book stood at INR 27,000 crores, primarily from AMISP projects. Management highlighted a strong pipeline of upcoming tenders and expressed confidence in maintaining market share and growth over the next five years, supported by ongoing investments in technology and new markets.

Key takeaway: Genus Power Infrastructures Limited's investor presentation dated February 2026 outlined the company's strong performance and strategic initiatives. The presentation highlighted a significant increase in revenue, with Q3FY26 revenue reaching ₹1,122 crore, an 86% year-on-year growth, driven by smart metering projects. EBITDA also saw a substantial rise of 99% to ₹232 crore, with an EBITDA margin of 20.7%. The order book stood at ₹27,217 crore, indicating robust future revenue visibility. Management noted the successful execution of AMISP projects and the achievement of Operational Go-Live status for multiple smart metering projects. The company emphasized its commitment to sustainability, with 17% of electricity consumption from renewable sources and a focus on reducing emissions. The presentation also discussed the strategic partnership with GIC to enhance capabilities in the AMISP sector, aiming for continued growth in smart metering solutions.