TRIVENIENGINEERINGAND / guidance tracker

Keep management guidance in view.

Triveniengineeringand · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Q4 order booking expected to be robust

January month has shown strong rebound in order bookings for PTB. Management expects Q4 to cover up for Q3's conversion shortfall based on visible pipeline. Cannot provide specific FY27 numbers but trajectory appears positive.

growth

Sugar production revision downward by ~2 million MT

Maharashtra production now expected ~1 million MT lower than initial ~11.2 million MT estimate; Karnataka lower by ~0.5 million MT from 5.6 million MT. UP remains at ~9 million MT. Expected closing stock moving toward 6 million MT vs earlier 8 million MT estimate, supportive of sugar prices.

revenue

Demerger of PTB on track for Q1 2026

Scheme approved by shareholders and creditors in December 2025. NCT hearing scheduled for February 2026. Management confirms timeline for completion during the calendar quarter under review. Systems work underway for PTB to operate independently.

expansion