Did management answer the analysts?
12 analyst questions audited, 1 evaded or deflected.
View Claim Ledger →Danish Power delivered a solid FY26 with revenue of ₹521 crore (+22% YoY) and PAT of ₹69 crore (+26% YoY), driven by capacity expansion to 11,000 MVA and strong execution in inverter duty transformers (IDTs).
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Danish Power delivered a solid FY26 with revenue of ₹521 crore (+22% YoY) and PAT of ₹69 crore (+26% YoY), driven by capacity expansion to 11,000 MVA and strong execution in inverter duty transformers (IDTs). EBITDA margin held at 19% despite commissioning costs and raw material inflation. The order book stands at ₹500+ crore, with 90% executable in FY27. Management guided FY27 revenue above ₹700 crore and maintained 19% EBITDA margin target, though near-term pressure from firm-price orders and commodity volatility (especially transformer oil) may impact Q1. Key growth drivers include battery energy storage (BESS) transformers (20-25% of order book), export expansion (target 15-20% of revenue), and power transformers (245 kV class) expected to contribute from FY28. Risk: Geopolitical disruptions and commodity price spikes could compress margins on legacy fixed-price contracts.
12 analyst questions audited, 1 evaded or deflected.
View Claim Ledger →Geopolitical disruption and commodity price volatility
View Risks →Full transcript text is available on this route.
Read Transcript →Capacity expanded from ~6,000 MVA to 11,000 MVA post-IPO phases 1 and 2.
Order book grew from ₹450 crore at last call; deliveries spread over 6-9 months.
Exports jumped from near zero to 8-9% in FY26; target 15-20% in FY27.
Battery energy storage transformers now 20-25% of order book, a new growth driver.
Management expects FY27 revenue to exceed ₹700 crore based on order visibility, capacity ramp-up, and market outlook.
Rising transformer oil, aluminium, and copper prices due to geopolitical tensions could compress margins, especially on fixed-price orders.
View Risks →