Techno Electric & Engineering Company Limited · NSE:TECHNOE
Techno Electric & Engineering — Q1 FY27 Earnings Presentation
22 slides from Techno Electric & Engineering's earnings presentation, August 2026
Slide 1: Investor Presentation Earnings Update Q1 FY27
INVESTOR PRESENTATION EARNINGS UPDATE Q1 FY27 Two engines. One balance sheet. India's transmission backbone and India's digital backbone — built by the same engineering discipline, funded by the same debt-free balance sheet. Quarter ended 30 June 2026 NSE: TECHNOE | BSE: 542141
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Techno Electric & Engineering Company Limited ("Techno" or the "Company") for general informational purposes only. The information contained herein is based on sources believed to be reliable, including internal data and publicly available informatio
Slide 3: Contents
Contents Q1 FY27 Investor Presentation Quarter in Review 01 4–9 Executive summary, business highlights and Q1 FY27 financial performance The Twin-Engine Platform 02 10 – 11 How power and digital infrastructure compound on one balance sheet Engine I — Power Infrastructure 03 12 – 14 Transmission EPC,
Slide 4: Quarter in Review
01 Quarter in Review Operating and financial performance for the quarter ended 30 June 2026. Two Engines Q1 FY27 Standalone & Consolidated Power and Digital Quarter under review Both bases presented 4
Slide 5: Executive Summary
Executive Summary Quarter ended 30 June 2026 Q1 FY27 Financial Performance Standalone | INR Mn unless stated Revenue EBITDA EBITDA Margin PBT PAT ~ INR 6,416 Mn ~ INR 891 Mn 13.88% ~ INR 1,215 Mn ~ INR 962 Mn YoY 25% YoY 13% ENGINE I — POWER ENGINE II — DIGITAL ▪ Order Book & Inflow ▪ Chennai Campus
Slide 6: Result Summary — Standalone
Result Summary — Standalone Q1 FY27 income statement overview Particulars (INR Mn) Q1 FY26 Q1 FY27 Management Commentary Revenue from Operations 5,137 6,416 Less: Operating Expense 4,347 5,526 • Revenue Growth Drivers: Execution EBITDA 790 891 momentum across transmission EPC and EBITDA % 15.38% 13.
Slide 7: Result Summary — Consolidated
Result Summary — Consolidated Q1 FY27 income statement overview Particulars (INR Mn) Q1 FY26 Q1 FY27 Management Commentary Revenue from Operations 5,260 6,303 • Revenue Growth Drivers: Consolidated revenue up Less: Operating Expense 4,336 5,308 ~20% YoY EBITDA 924 995 • Depreciation: Includes for Ch
Slide 8: Order Book & Revenue Visibility
Order Book & Revenue Visibility Position as at 30 June 2026 Total Order Book New Orders Won Order Won Post Q1 L1 Position ~ INR 95,962 Mn ~6,660 Mn ~15,300 Mn ~21,000 Mn INR Mn, unexecuted value as at 30 June 2026 Awaiting Award Inflow during Q1 FY27 Order Won Reference: ₹95,662 Mn as at 31 March 20
Slide 9: The Twin-Engine Platform
02 The Twin-Engine Platform One engineering franchise, two infrastructure cycles — and a balance sheet built to fund both without leverage. 45+ Years Zero Debt AA / Stable Power sector pedigree Funds the asset build-out Long-term credit rating 9
Slide 10: One Franchise, Two Infrastructure Cycles
One Franchise, Two Infrastructure Cycles Why the two engines belong to the same balance sheet ENGINE I — POWER ENGINE II — DIGITAL Power Infrastructure Digital Infrastructure Transmission EPC · TBCB assets · Smart metering annuity Hyperscale campuses · Edge network · Cloud services ▪ Cash-generative
Slide 11: Engine I — Power Infrastructure
03 Engine I — Power Infrastructure Transmission EPC, TBCB asset ownership and smart metering annuity. ₹66,382 Mn 4 Projects 2.24 Mn Transmission EPC + TBCB order book TBCB assets won; 3 monetised Smart meters awarded 11
Slide 12: Transmission — EPC and TBCB Assets
Transmission — EPC and TBCB Assets The cash engine and the annuity engine of the power business ₹66,382 Mn ₹4,917 Mn 4/3 ₹21,000 Mn Positioning TBCB + EPC order book Transmission TBCB TBCB won / monetised Pipeline 765 kV expertise at the heart of India's energy transition Projects in Execution Every
Slide 13: Smart Metering — Building the Annuity Book
Smart Metering — Building the Annuity Book AMI rollouts under the DBFOOT model across four states 2.24 Mn ~₹26,120 Mn 120 Months 4 States Meters awarded Total project value 27M install + 93M O&M MP, J&K, Jharkhand, Tripura Implementation Status Why It Matters Position as at Q1 FY27 Annuity Profile P
Slide 14: Engine II — Digital Infrastructure
04 Engine II — Digital Infrastructure Techno Digital: hyperscale campuses, a national edge network and cloud services. 250 MW 102 Locations 1.35 PUE Planned portfolio by FY30 Edge network, 23 states Design efficiency, AI-ready 14
Slide 15: Techno Digital — Portfolio Status
Techno Digital — Portfolio Status Hyperscale campuses and edge network as at Q1 FY27 Campus / Facility Region Facility Load Status Commentary Chennai Campus South Scaled up Phase 1 Live Design IT load re-engineered upward; TIA-942-B and IGBC Gold certified Noida Campus North 16 MW Construction Build
Slide 16: Techno Digital — Demand Funnel and Capital Deployment
Techno Digital — Demand Funnel and Capital Deployment Why we re-engineered Chennai rather than simply market it ~150 MW 30+ 10+ ~₹628 Cr Cumulative data centre capex across IT load under active discussion Open opportunities in the funnel New customer logos since April projects till date Demand Funne
Slide 17: Techno Digital — The Investment Case
Techno Digital — The Investment Case Hyperscale plus edge, on a single operating platform Power-Led Differentiation Hybrid Architecture — Hyperscale + Edge As AI-driven workloads intensify, power delivery — not Chennai, Noida, Kolkata and Andhra Pradesh provide centralised processing real estate — i
Slide 18: Market Outlook & ESG
05 Market Outlook & ESG The demand backdrop for both engines, and the sustainability agenda underpinning them. ₹9 Lakh Cr > 7 GW Transmission plan, FY27–32 India DC capacity by 2030 18
Slide 19: Market Outlook — Four Shifts in the Demand Environment
Market Outlook — Four Shifts in the Demand Environment The opportunity is moving towards our capabilities ~₹9 Lakh Cr 271 GW 900 GW 20,000 ckm Transmission investment, FY27–32 All-time peak demand (May 2026) Non-fossil capacity by 2035–36 Lines needed every year Scale of the Opportunity Where the Wo
Slide 20: Market Outlook — India's Data Centre Industry
Market Outlook — India's Data Centre Industry Entering a phase of execution at scale 258 MW ~1.8 GW > 7 GW USD 126 Bn Capacity added, H1 CY2026 (+59%) Operational capacity today Projected capacity by 2030 Cumulative investment commitments Capacity Trajectory & Drivers Policy Tailwinds & Climate H1 C
Slide 21: Environmental, Social and Governance
Environmental, Social and Governance Q1 FY27 initiatives 6 5 1,400+ IGBC Gold Key initiatives Strategic partners Beneficiaries Chennai DC certification ENVIRONMENTAL SOCIAL GOVERNANCE Chennai DC — IGBC Gold Community infrastructure Code of Business Conduct Green-building certification for the South
Slide 22: Thank You
Thank You Two engines. One balance sheet. One engineering franchise. Investor Relations Get in Touch desk.investors@techno.co.in +91 33 4051 3000 www.techno.co.in +91 124 459 2550 TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED NSE: TECHNOE | BSE: 542141 © 2026 Techno Electric & Engineering Company Li
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