CEWATER / guidance tracker

Keep management guidance in view.

Concord Enviro Systems · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

FY26 revenue growth revised to 12-15%

Management revised FY26 revenue growth guidance from 18-20% to around 12-15% due to Africa project delay.

revenue

FY26 EBITDA margin guidance revised to 15-16%

EBITDA margin guidance lowered by ~1% from earlier 16-17% to 15-16% for FY26.

margins

CBG revenue of ₹45 crore in H2 FY26

CBG projects expected to contribute about ₹45 crore in revenue over the next two quarters.

revenue

Long-term revenue growth target of 20%

Management reiterated long-term aspiration of 20% revenue growth, though near-term guidance was lowered.

growth

FY26 revenue guidance of ₹600 crore

Management guided to approximately ₹600 crore revenue for FY26, implying ~2% growth, due to project delays and SAP reimplementation.

revenue

FY26 EBITDA margin guidance cut to 10-12%

EBITDA margin for FY26 expected between 10-12%, down from earlier 15-16% guidance, due to lower revenue absorption and higher employee costs.

margins

FY27 EBITDA margin target of 14-16%

Management targets EBITDA margin of 14-16% for FY27, as new product investments start commercializing.

margins

Large order decision expected in 6 weeks

A large order in solar PV or steel ZLD is in final negotiation stages, with decision expected within 6 weeks.

growth