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28 announcements match the current filters (relevance ≥ 5).
Genus Power Recommends Rs 0.50/Share Final Dividend; Fixes Record Date for Sep 18, 2026
Genus Power Infrastructures has recommended a final dividend of Rs 0.50 per equity share (face value Re 1 each, or 50%) for FY26. The Board has fixed Friday, September 18, 2026, as the record date to determine eligible shareholders, subject to approval at the upcoming Annual General Meeting. If approved by shareholders, the dividend will be disbursed within 30 days of the AGM date.
Confidence: HIGH
What changedThe Board approved and recommended a final dividend of Rs 0.50 per share for FY26 and determined the formal record date.
Why it mattersProvides modest cash return to shareholders, representing a small payout relative to the FY26 EPS of Rs 20.56.
Final Dividend per share: Rs. 0.50Face value: Re. 1Dividend percentage: 50%Record date: 18-Sep-2026FY26 EPS context: Rs 20.56
📅 Short termEx-dividend adjustment will take place around mid-September 2026; price impact is minimal given the dividend yield.
📈 Long termLimited; operational focus remains centered on the execution of the company's Rs 29,000 Cr smart metering order book.
Key Highlights
Recommended Final Dividend of Rs. 0.50 per equity share (50% on face value Re. 1)
Record date fixed as Friday, September 18, 2026
Dividend payment to be executed within 30 days from the AGM declaration date
Applicable for financial year 2025-26 subject to shareholder approval
👀 What to Watch
Investors seeking dividend eligibility must hold shares before the ex-dividend date prior to September 18, 2026; track AGM voting outcomes.
Genus Power Recommends Final Dividend of Rs 0.50 Per Share (50%) for FY26
Genus Power Infrastructures has recommended a final dividend of Rs 0.50 per equity share of face value Re 1 each (50%) for the financial year 2025-26. The Board has set Friday, September 18, 2026, as the record date to determine eligible shareholders. The dividend is subject to approval at the ensuing Annual General Meeting (AGM) and will be disbursed within 30 days of declaration. Against the current share price of Rs 332.80, the dividend represents a modest yield of ~0.15%.
Confidence: HIGH
What changedThe Board of Directors approved a final dividend of Rs 0.50 per share for FY26 and fixed the record date.
Why it mattersDemonstrates routine capital return to shareholders, though a low payout relative to FY26 EPS (Rs 20.56) indicates cash retention for executing its smart metering order pipeline.
Final Dividend per share: Rs. 0.50Face Value: Re. 1/-Record Date: September 18, 2026Dividend Yield: ~0.15%
📅 Short termThe stock will turn ex-dividend near mid-September 2026, with minimal price impact given the small yield.
📈 Long termLimited structural impact; long-term performance remains tied to the execution of the INR 29,000 Cr order book and working capital management.
Key Highlights
Recommended final dividend of Rs 0.50 per share (50% of face value Re 1)
Record date set for September 18, 2026
Subject to shareholder approval at the ensuing Annual General Meeting
Dividend to be paid within 30 days from the date of the AGM
👀 What to Watch
Investors seeking dividend eligibility must hold shares prior to the September 18, 2026 record date and track the upcoming AGM outcome.
Q1FY27 Revenue Rises 44.8% YoY to ₹1,364.9 Cr; Order Book at ₹24,020 Cr
Genus Power reported a 44.8% YoY growth in standalone Q1FY27 revenue to ₹1,364.9 Cr, while Net PAT grew 26.7% YoY to ₹162.8 Cr. The total order book (including SPVs and GIC platform) stood at ~₹24,020 Cr as of June 2026, equivalent to ~5.1x TTM revenue. Management expects a 50-75 days improvement in working capital cycles in FY27 and positive operating cash flow starting FY28. O&M recurring revenues are projected to scale to ₹600–700 Cr by FY28 as smart meter rollouts mature.
Confidence: HIGH
What changedGenus Power released its August 2026 investor presentation outlining Q1FY27 financial performance, order backlog status, and medium-term operational guidance.
Why it mattersWith an executable order book ~5.1x TTM revenue and operational go-live achieved across projects, the transition towards high-margin O&M revenue and lower working capital intensity should support cash flows.
Q1FY27 Standalone Revenue: ₹1,364.9 CrQ1FY27 Net PAT: ₹162.8 CrOrder Book (as of Jun-26): ₹24,020 CrOrder Book vs TTM Revenue: ~5.1xWorking Capital Days Improvement Target (FY27): 50-75 daysAnnual Meter Production Capacity: 18+ Mn Meters
📅 Short termSolid execution momentum in Q1FY27 provides high earnings visibility, though EBITDA margins contracted slightly YoY (19.1% vs 21.2%) due to elevated input costs.
📈 Long termLarge smart metering addressable market under RDSS and planned scale-up of recurring O&M and gas/water metering provide multi-year revenue visibility.
⚠ Risk flags
- Working capital intensity remains high (trade receivables and contract assets elevated)
- Fixed-price nature of long-term concession agreements leaves limited pricing power against input cost inflation
- Dependence on imported semiconductor components for smart meter manufacturing
Key Highlights
Q1FY27 standalone revenue jumped 44.8% YoY to ₹1,364.9 Cr from ₹942.4 Cr in Q1FY26
Q1FY27 EBITDA grew 30.4% YoY to ₹260.1 Cr with margins at 19.1%, while PAT stood at ₹162.8 Cr
Total order book across all platforms stands at ~₹24,020 Cr net of taxes as of June 2026
Targeting 50-75 days improvement in working capital cycle during FY27 and positive operating cash flows from FY28
O&M revenues projected to reach ₹600–700 Cr by FY28 and ₹1,100–1,200 Cr in subsequent years
👀 What to Watch
Track execution pace of the ₹24,020 Cr order book and monitor working capital cycle compression and cash conversion across upcoming quarters.
45% Revenue Growth in Q1FY27; Order Book Stands at Rs 24,020 Crore
Genus Power reported a strong Q1FY27 with revenue growing 44.8% YoY to Rs 1,364.9 crore, driven by the ramp-up in smart metering project execution. While PAT increased 26.7% to Rs 162.8 crore, EBITDA margins compressed to 19.1% from 21.2% due to higher raw material costs linked to geopolitical supply disruptions. The company maintained its ambitious FY27 revenue guidance of Rs 6,000–6,500 crore and expects to install 1 crore smart meters this fiscal year. Management highlighted a focus on improving working capital by 50-75 days, aiming for positive operating cash flows by FY28.
Confidence: HIGH
What changedThe company has transitioned from an order-accumulation phase to a high-intensity execution phase, resulting in significant top-line growth.
Why it mattersThe successful execution of the Rs 24,020 crore order book (over 5x TTM revenue) is critical for justifying the company's valuation and proving the scalability of its AMISP model.
Q1FY27 Revenue: Rs 1,364.9 croreOrder Book vs TTM Revenue: 505.5%FY27 Revenue Guidance: Rs 6,000–6,500 croreEBITDA Margin: 19.1%Installation Target (FY27): 1 crore unitsO&M Revenue Potential (FY28): Rs 600–700 crore
📅 Short termThe strong revenue growth and maintained guidance are likely to be viewed positively by the market, though margin compression remains a point of caution.
📈 Long termThe structural shift to smart metering in India and the transition to recurring O&M revenue from FY28 onwards could significantly improve earnings quality and cash flow predictability.
⚠ Risk flags
- Raw material cost volatility due to geopolitical issues
- High working capital intensity
- Fixed-price nature of long-term concession agreements
Key Highlights
Revenue grew 44.8% YoY to Rs 1,364.9 crore, reflecting high execution intensity of the smart metering order book.
Total order book stands at Rs 24,020 crore (excluding taxes), providing revenue visibility for the next 8-9 years.
EBITDA margin moderated to 19.1% from 21.2% YoY, primarily due to raw material cost increases and supply chain issues.
Management targets the installation of 1 crore smart meters in FY27, supported by an annual manufacturing capacity of 1.8 crore units.
Projected improvement of 50-75 days in the working capital cycle for FY27 compared to FY26.
👀 What to Watch
Monitor the company's ability to meet its installation target of 1 crore meters and the actual reduction in working capital days, which has historically been high at 140 days. Watch for margin recovery in H2 FY27 as supply chain pressures potentially ease.
₹1,365 Cr Revenue in Q1; Executable Order Book Stands at ₹24,020 Cr
Genus Power reported a strong performance for Q1 FY27, with consolidated revenue growing 44.8% YoY to ₹1,364.88 Cr. Consolidated Net Profit rose 43.2% YoY to ₹196.64 Cr, driven by the ramp-up in smart meter installations. The company maintains a massive executable order book of ₹24,020 Cr, which is approximately 5.05x its TTM revenue, providing high long-term visibility. However, finance costs increased to ₹49.88 Cr, and legal proceedings related to a 2024 ED search remain an ongoing administrative watchpoint.
Confidence: HIGH
What changedThe company has successfully scaled its quarterly revenue run-rate to over ₹1,300 Cr, a significant jump from the ₹900-1,100 Cr range seen in previous quarters.
Why it mattersThe massive order book (5x TTM revenue) confirms Genus Power's leadership in the Indian smart metering transition, though high debt and finance costs remain key monitoring areas for margin stability.
Revenue (Q1 FY27): ₹1,364.88 CrNet Profit (Q1 FY27): ₹196.64 CrTotal Order Book: ₹24,020 CrOrder Book vs TTM Revenue: ~5.05xFinance Costs (Q1): ₹49.88 Cr
📅 Short termThe strong YoY growth in both revenue and profit is likely to be viewed positively by the market in the coming weeks.
📈 Long termThe structural story remains robust due to the ₹24,000 Cr order book; long-term success depends on maintaining margins amidst fixed-price contracts and managing the working capital cycle.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High dependency on Gemstar JV for 92% of the order book
- Ongoing PMLA legal proceedings
- Rising finance costs impacting net margins
- Fixed-price nature of long-term contracts
Key Highlights
Consolidated revenue increased 44.8% YoY to ₹1,364.88 Cr from ₹942.42 Cr in the previous year's quarter.
Consolidated Net Profit grew 43.2% YoY to ₹196.64 Cr compared to ₹137.32 Cr in Q1 FY26.
Total executable order book as of June 30, 2026, stands at ₹24,020 Cr (excluding taxes).
Orders to be executed via the Gemstar JV platform account for ₹22,183 Cr, representing 92% of the total order book.
Finance costs rose significantly to ₹49.88 Cr from ₹35.80 Cr YoY, reflecting higher working capital requirements for project execution.
👀 What to Watch
Monitor the quarterly execution run-rate to see if it aligns with the 8-9 year timeline for the ₹24,020 Cr order book, and watch for any material updates regarding the PMLA court hearing in Patna.
Genus Power FY26 Revenue Surges 94% to ₹4,738 Cr; Guides ₹6,000-6,500 Cr for FY27
Genus Power reported a landmark FY26 with revenue doubling to ₹4,738 crores and PAT growing 106% to ₹605 crores, driven by the rapid execution of smart metering projects under the RDSS framework. The company maintains a massive order book of ₹25,173 crores, providing long-term revenue visibility for the next 8-9 years. Management has issued a strong revenue guidance of ₹6,000-6,500 crores for FY27, supported by all 24 AMISP projects reaching operational go-live status. Working capital efficiency improved significantly, with debtor days dropping from 187 to 89 days year-on-year.
Key Highlights
FY26 Revenue grew 94% YoY to ₹4,738 crores, with EBITDA margins improving to 20.3%.
Total order book stands at ₹25,173 crores net of taxes, primarily consisting of long-term AMISP projects.
Management guided for FY27 revenue between ₹6,000 crores and ₹6,500 crores.
Debtor days reduced sharply from 187 days to 89 days, while total working capital days fell from 343 to 274.
Net debt increased to ₹1,573 crores to fund execution, with peak debt expected at ₹2,000 crores before reducing from FY28.
👀 What to Watch
Investors should monitor the company's ability to maintain margins amidst rising raw material costs while scaling execution to meet the ambitious FY27 revenue guidance. The significant improvement in debtor days and the massive order book make it a key player in India's smart metering transition.
Genus Power Reports FY26 Revenue of ₹4,808 Cr and Robust Order Book of ₹25,173 Cr
Genus Power has demonstrated exceptional growth in FY26, with total income nearly doubling to ₹4,808 crore compared to ₹2,522 crore in FY25. The company's Profit After Tax (PAT) surged to ₹605 crore, supported by a massive order book of ₹25,173 crore which provides high revenue visibility. Genus has successfully transitioned into a leading AMI integrator, crossing the milestone of 1 crore smart meter installations. Strategic backing from GIC Singapore and a $49.5 million investment from DFC USA further bolster its capacity to execute large-scale smart metering projects.
Key Highlights
Total Income grew by 90.6% YoY to ₹4,808 crore in FY25-26
Net Profit (PAT) more than doubled to ₹605 crore with an EPS of ₹19.9
Current order book stands at a robust ₹25,173 crore (net of taxes)
EBITDA increased significantly to ₹960 crore from ₹470 crore in the previous year
Company crossed the 1 crore smart meter installation mark during FY26
👀 What to Watch
Investors should maintain a positive outlook given the company's dominant market share and massive order backlog. The focus should remain on the company's ability to maintain execution margins as it scales up to meet the 2,200+ new hiring target for project delivery.
Genus Power FY26 PAT Surges 106% to ₹605 Cr; Order Book Strong at ₹25,173 Cr
Genus Power reported a stellar FY26 performance with revenue doubling to ₹4,737.5 crore and PAT from continuing operations rising 106.5% to ₹605 crore. The company maintains a massive order book of ₹25,173 crore, providing high revenue visibility for the next 8-9 years. Management has issued a strong revenue guidance of ₹6,000 - ₹6,500 crore for FY27, driven by the accelerated execution of smart metering projects under the RDSS scheme. While gross margins saw some moderation due to product mix shifts, EBITDA margins for the full year improved to 20.3%.
Key Highlights
FY26 Revenue grew 94% YoY to ₹4,737.5 crore; PAT surged 106.5% to ₹605 crore.
Total order book stands at ₹25,173 crore as of March 31, 2026, offering multi-year visibility.
FY27 revenue guidance set at ₹6,000 - ₹6,500 crore, indicating significant continued growth.
EBITDA margins for FY26 improved by 102 bps to 20.3% despite raw material cost pressures.
Company achieved a milestone of installing over 1 crore smart meters under the RDSS program.
👀 What to Watch
Investors should view the strong execution and massive order book as a positive indicator of market leadership in the smart metering space. Monitor the company's ability to manage working capital as project execution scales toward the ₹6,000 crore revenue target for FY27.
Genus Power FY26 Net Profit Surges 215% to ₹605 Cr; Order Book Hits ₹25,173 Cr; New CFO Appointed
Genus Power Infrastructures reported an exceptional financial performance for FY26, with annual revenue jumping 118% to ₹4,737.48 crore compared to ₹2,172.13 crore in FY25. Net profit surged to ₹604.96 crore from ₹191.61 crore, driven by strong execution in the metering business. The company maintains a massive executable order book of ₹25,173 crore, providing multi-year revenue visibility. Additionally, the board appointed Vinod Raheja, a veteran with 33 years of experience, as the new CFO to strengthen its leadership team.
Key Highlights
Annual Net Profit grew by 215% YoY to ₹604.96 crore in FY26.
Total executable order book stands at a record ₹25,173 crore as of March 31, 2026.
Revenue from operations for FY26 increased by 118% YoY to ₹4,737.48 crore.
Appointment of Vinod Raheja as CFO, bringing 33+ years of experience from Minda Corp and Hero Honda.
Completed 100% acquisition of Newlectric Innovation Private Limited for ₹25.23 crore.
👀 What to Watch
The massive order book and stellar earnings growth make Genus Power a strong play in the smart metering sector; however, investors should monitor the ongoing PMLA legal proceedings as a potential risk factor.
Genus Power FY26 Net Profit Surges 106% to ₹605 Cr; Order Book at ₹25,173 Cr
Genus Power reported a stellar performance for FY26, with standalone revenue jumping 182% to ₹4,737.48 crore from ₹1,676.81 crore in the previous year. Net profit for the full year more than doubled to ₹604.96 crore, driven by strong execution in the metering business. The company maintains a massive executable order book of ₹25,173 crore, providing high revenue visibility for the coming years. Additionally, the company appointed Vinod Raheja as the new CFO and completed the acquisition of Newlectric Innovation Private Limited to become a wholly owned subsidiary.
Key Highlights
Standalone FY26 Revenue grew by 182% YoY to ₹4,737.48 crore compared to ₹1,676.81 crore in FY25
Net Profit for FY26 increased by 106% to ₹604.96 crore from ₹293.03 crore in the previous fiscal
Total executable order book stands at a robust ₹25,173 crore as of March 31, 2026
Appointed Mr. Vinod Raheja as CFO effective May 18, 2026, bringing 33 years of leadership experience
Completed acquisition of 86.49% stake in Newlectric Innovation Private Limited for ₹25.23 crore
👀 What to Watch
Investors should remain positive given the massive order book and strong execution capabilities demonstrated in the FY26 results. However, monitor the ongoing PMLA court proceedings related to the ED search as a potential regulatory risk.
Genus Power Shareholders Approve Higher Borrowing Limits and New Director Appointment
Genus Power Infrastructures Limited has received shareholder approval for three key resolutions via a postal ballot concluded on May 07, 2026. The resolutions include the appointment of Mr. Nathu Lal Nama as a Whole-time Director and a significant revision in the company's overall borrowing powers. Shareholders also approved the creation of charges on company assets to secure future borrowings. All resolutions passed with a strong majority of over 95%, providing the company with enhanced financial flexibility for future growth.
Key Highlights
Appointment of Mr. Nathu Lal Nama as Whole-time Director approved with 97.28% votes in favor.
Revision of borrowing powers under Section 180(1)(c) approved by 95.53% of voting shareholders.
Creation of securities and mortgage on company assets secured 95.52% approval.
A total of 209,178,389 valid votes were cast during the remote e-voting process.
👀 What to Watch
The approval for increased borrowing limits suggests the company is positioning itself for potential capital expenditure or operational expansion. Investors should monitor the company's debt-to-equity ratio in future reports to see how this expanded credit capacity is utilized.
Genus Power Shareholders Approve New Director and Higher Borrowing Limits
Genus Power Infrastructures Limited has successfully passed three resolutions through a postal ballot concluded on May 7, 2026. Shareholders overwhelmingly approved the appointment of Mr. Nathu Lal Nama as a Whole-time Director with 97.28% of the votes. Crucially, the company received approval to revise its overall borrowing limits and create charges on its assets, with both resolutions receiving over 95.5% support. These moves enhance the company's corporate governance and provide the necessary financial headroom for future growth initiatives.
Key Highlights
Mr. Nathu Lal Nama appointed as Whole-time Director with 97.28% shareholder approval
Revision of borrowing powers under Section 180(1)(c) passed with 95.53% votes in favor
Resolution to create charges/mortgages on company assets approved by 95.52% of voters
A total of 209.18 million valid votes were cast for each of the three resolutions
👀 What to Watch
Investors should monitor the company's debt levels and upcoming projects, as the increased borrowing capacity signals potential expansion plans. The high approval rating reflects strong institutional and promoter alignment.
Genus Power Shareholders Approve Revised Borrowing Limits and New Executive Director
Genus Power Infrastructures Limited has successfully passed three major resolutions through a postal ballot concluded on May 07, 2026. Shareholders approved the appointment of Mr. Nathu Lal Nama as a Whole-time Director, strengthening the company's executive management team. Crucially, special resolutions were passed to revise the company's overall borrowing powers and to allow the creation of charges on assets. These approvals provide the necessary regulatory framework for the company to scale its debt capacity and secure future financing for potential expansion.
Key Highlights
Appointment of Mr. Nathu Lal Nama (DIN: 10302325) as a Whole-time Director officially approved.
Special Resolution passed to increase overall borrowing limits under Section 180(1)(c) of the Companies Act.
Shareholders approved the creation of securities, mortgages, or charges on company assets under Section 180(1)(a).
All resolutions were deemed passed on May 07, 2026, following the conclusion of the e-voting process.
👀 What to Watch
Investors should monitor for upcoming announcements regarding specific fund-raising plans or capital expenditure projects that will utilize the newly approved borrowing headroom. The expansion of borrowing limits typically signals management's intent to scale operations or invest in new projects.
Genus Power Shareholders Approve New Director and Increased Borrowing Limits with 95%+ Majority
Genus Power Infrastructures Limited has successfully passed three key resolutions via postal ballot, all receiving over 95% shareholder approval. The resolutions include the appointment of Mr. Nathu Lal Nama as a Whole-time Director and a significant revision of the company's overall borrowing powers. Additionally, shareholders approved the creation of securities or mortgages on company assets. These approvals grant the company enhanced financial flexibility to support future growth and operational requirements.
Key Highlights
Appointment of Mr. Nathu Lal Nama as Whole-time Director approved with 97.28% votes in favor.
Revision of overall borrowing powers under Section 180(1)(c) passed with 95.53% majority.
Creation of securities/mortgage on assets under Section 180(1)(a) approved with 95.52% support.
A total of 209,178,389 valid votes were cast for each of the three resolutions.
The resolutions were deemed passed on May 07, 2026, the final date of the e-voting period.
👀 What to Watch
Investors should monitor for upcoming announcements regarding debt raising or capital expenditure, as the increased borrowing limits suggest planned expansion. The high approval rating reflects strong investor confidence in the management's strategic direction.
Genus Power Appoints Former IRS Officer Sandeep Jain as Independent Director
Genus Power Infrastructures Limited has appointed Mr. Sandeep Jain, a retired Indian Revenue Service (IRS) officer, as an Additional Independent Director for a one-year term starting May 02, 2026. Mr. Jain brings approximately 35 years of experience in tax administration, legal adjudication, and regulatory policy from his tenure with the Government of India. His background includes serving as Director General (Legal and Research) and working with the Competition Commission of India. This appointment is expected to strengthen the company's corporate governance and regulatory compliance framework.
Key Highlights
Appointment of Mr. Sandeep Jain as Independent Non-Executive Director for a 1-year term effective May 02, 2026.
Mr. Jain is a 1989 batch IRS officer with 35 years of experience in the Income Tax Department and Ministry of Corporate Affairs.
He previously served as Director General (Legal and Research) and Executive Director of a Textile Export Promotion Council.
The appointment is subject to shareholder approval and follows the recommendation of the Nomination and Remuneration Committee.
👀 What to Watch
Investors should view this as a positive step toward enhancing board-level expertise in legal and regulatory matters. No immediate portfolio changes are necessary based on this routine board update.
Genus Power Demerger: Genus Prime Infra Allots 5.07 Crore Shares to Shareholders
Genus Power Infrastructures has announced the allotment of 5,07,76,631 equity shares of Genus Prime Infra Limited to its shareholders as part of a court-approved demerger scheme. This follows the separation of the company's Strategic Investment Business into the resulting entity, Genus Prime Infra. The allotment is based on the record date of February 06, 2026, and the new shares have a face value of ₹2 each. The resulting company is now proceeding with the application to list these shares on the BSE, which will provide liquidity to the demerged entity's shareholders.
Key Highlights
Allotment of 5,07,76,631 fully paid-up equity shares of face value ₹2 each by Genus Prime Infra Limited.
Entitlement based on shareholding in Genus Power Infrastructures as of the Record Date, February 06, 2026.
The demerger involves the transfer of the Strategic Investment Business to the resulting company.
Genus Prime Infra Limited to initiate the listing process on the BSE Limited for the newly allotted shares.
👀 What to Watch
Investors who held shares on the record date should verify the credit of Genus Prime Infra shares in their demat accounts and monitor for the listing date on BSE to assess the value of the demerged entity.
Genus Power Sets Cost Apportionment for Demerger: 90.05% to Parent, 9.95% to Genus Prime
Genus Power Infrastructures has announced the cost of acquisition apportionment following the demerger of its Strategic Investment Business into Genus Prime Infra Limited. Shareholders as of the record date, February 06, 2026, are entitled to 1 share of Genus Prime (FV ₹2) for every 6 shares held in Genus Power (FV ₹1). For tax purposes, the original cost of acquisition must be split, with 90.05% allocated to Genus Power and 9.95% to the new entity, Genus Prime Infra. This procedural update is essential for shareholders to calculate future capital gains tax liabilities.
Key Highlights
Cost of acquisition split: 90.05% for Genus Power Infrastructures and 9.95% for Genus Prime Infra.
Share swap ratio: 1 share of Genus Prime for every 6 shares held in Genus Power.
Record date for the demerger entitlement was February 06, 2026.
The demerger involves the transfer of the Strategic Investment Business to the resulting company.
The apportionment is based on the provisions of Section 2(19AA) of the Income Tax Act, 1961.
👀 What to Watch
Investors should update their purchase price records using the 90.05% and 9.95% ratios to ensure accurate capital gains reporting upon sale. Consult a tax professional to verify the impact on your specific portfolio and tax filings.
Genus Power Receives 10-Year CTO for New Rajasthan Moulding Plant; Commences Production
Genus Power Infrastructures Limited has received the Consent to Operate (CTO) for its new state-of-the-art moulding plant in Keshwana, Rajasthan. The CTO is valid for a 10-year period from February 10, 2026, to January 31, 2036. The company has officially commenced regular production of moulding parts at this facility. This move is a strategic step towards backward integration of core technologies for its metering solutions business, which is expected to improve supply chain efficiency and margins.
Key Highlights
Received Consent to Operate (CTO) valid for 10 years until January 31, 2036
New state-of-the-art moulding plant located at Keshwana, Rajasthan, has commenced regular production
Strategic backward integration of core technologies for metering solutions to enhance operational efficiency
Facility aims to streamline the manufacturing process for the company's growing smart meter order book
👀 What to Watch
Investors should view this as a positive operational milestone that strengthens the company's manufacturing capabilities and potential for margin improvement. Monitor the company's upcoming quarterly results for signs of reduced input costs due to this backward integration.
Genus Power Q3 FY26 PAT Jumps 117% YoY to ₹148 Cr; Order Book Stands at ₹27,000 Cr
Genus Power reported a robust Q3 FY26 with revenue growing 86% YoY to ₹1,122 crores and PAT increasing 117% to ₹148 crores. The company's order book remains strong at ₹27,000 crores, providing multi-year execution visibility across its AMISP portfolio. Management expects to commission 80-90 lakh smart meters in FY26, supported by an expanded manufacturing capacity of 18 million meters annually. With 16 projects achieving Operational Go-Live status, the company is well-positioned for recurring O&M revenue and improved cash flows.
Key Highlights
Q3 FY26 revenue surged 86% YoY to ₹1,122 crores, while EBITDA margins expanded to 20.7%.
Total order book as of December 31, 2025, stands at ₹27,000 crores, covering 2.75 crore smart meters.
Management targets commissioning 80-90 lakh smart meters in FY26, up from 58 lakh in 9M FY26.
16 AMISP projects have achieved Operational Go-Live (OGL), enabling invoicing and recurring O&M revenue.
Tendering pipeline remains strong with approximately 50 million meters currently in the bidding or finalization stage.
👀 What to Watch
Investors should monitor the execution pace in Q4 FY26 as the company scales up installations to meet its annual targets. The strong order book and transition to OGL status for multiple projects provide high revenue visibility and margin stability.
Genus Power FY25 PAT Jumps 297% to ₹298 Cr; Order Book Robust at ₹27,217 Cr
Genus Power delivered a stellar performance in FY 2024-25, with total income doubling to ₹2,522 crore and PAT surging to ₹298 crore from ₹75 crore. The company's order book remains exceptionally strong at ₹27,217 crore as of December 2025, providing multi-year revenue visibility. Management is aggressively expanding annual production capacity to 18+ million meters by FY26 to meet the demand from large-scale AMISP projects. Strategic backing from GIC Singapore and a $49.5 million DFC USA investment bolster its execution capabilities.
Key Highlights
Total Income for FY25 reached ₹2,522 crore, a 102% increase over the previous year
Net Profit (PAT) grew nearly four-fold to ₹298 crore, with EPS rising to ₹9.81 from ₹2.81
Order book stands at ₹27,217 crore as of December 2025, ensuring long-term revenue visibility
Annual production capacity is set to reach 18+ million meters by the end of FY26
EBITDA increased significantly to ₹470 crore in FY25 compared to ₹135 crore in FY24
👀 What to Watch
The company is a prime beneficiary of India's smart meter transition; investors should focus on quarterly execution rates of the massive order book. The shift to the AMISP model and high-margin software components could lead to further margin expansion.
