Genus Power Infrastructures Limited · NSE:GENUSPOWER
Genus Power Infrastructures — Q3 FY2026 Earnings Presentation
50 slides from Genus Power Infrastructures's earnings presentation, February 2026
Slide 1: Genus Power Infrastructures Limited Investor Presentation
Genus Power Infrastructures Limited Investor Presentation February 2026
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), by Genus Power Infrastructures Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and sha
Slide 3: Powering India's Future Through Smart Energy Solutions
Powering India's Future Through Smart Energy Solutions * Assuming 360 million house holds and > 91 million installed Genus meters 3 GENUS POWER INFRASTRUCTURES LIMITED
Slide 4: Genus Power At a Glance
Genus Power At a Glance One of the exclusive Three decades AMISP players of experience in offering in-house diverse metering smart meters, solutions Communication, HES, and MDMS solutions ~100Mn 18+Mn Meters Nearly 8,25,000 SQ FEET Meters Installed Annual Production Across cutting-edge integrated Ca
Slide 5: Serving Society Through Industry Excellence
SERVING SOCIETY THROUGH INDUSTRY EXCELLENCE 5
Slide 6: Our Extended Family
Our Extended Family Talent Pool in Device R&D Over 450 years of combined software development experience Talent Pool in Software Development 6 GENUS POWER INFRASTRUCTURES LIMITED
Slide 7: Fully equipped to execute our large order pipeline
Talent Pool (Includes On-Roll and Off-Roll employees) Fully equipped to execute our large order pipeline Expected hiring in next 1 year (Including On-Roll and Off-Roll employees) 7 GENUS POWER INFRASTRUCTURES LIMITED
Slide 8: Driving Growth Through Diversity and Inclusion
Women in Our Workforce Driving Growth Through Diversity and Inclusion Differently Abled Talent 8 GENUS POWER INFRASTRUCTURES LIMITED
Slide 9: CSR Highlights
CSR Highlights Our CSR initiatives drive progress through education, healthcare, socio-economic development, and environmental preservation. 9 GENUS POWER INFRASTRUCTURES LIMITED
Slide 10: Contributing Towards a Sustainable World
Contributing Towards a Sustainable World In FY 2024-25… Over 41% 17% of electricity Providing reduction in Improving Our Sustainable consumption from Scope 1 & 2 Environment Solutions renewable sources emission intensity NOx < 6 Qg/m3 Achieved a 41% SOx < 2 Qg/m3 Supporting Our Operating People & wi
Slide 11: Financial Highlights
11 2019-20 1,080 2020-21 635 (INR in crore) Total Income 2021-22 712 2022-23 827 2023-24 1,247 GENUS POWER INFRASTRUCTURES LIMITED 2024-25 2,522 2019-20 3.64 (INR) 2020-21 1.99 Financial Highlights 2021-22 1.00 2022-23 1.36 2023-24 2.81 9.81 2024-25 Basic ‘Earning Per Share’ (EPS) 2019-20 875 2020-2
Slide 12: Company Overview
COMPANY OVERVIEW
Slide 13: Our Journey
Our Journey 13 GENUS POWER INFRASTRUCTURES LIMITED
Slide 14: Mission & Values
Mission & Values Mission Values Enable utility providers to efficiently serve Trust & Respect the society with world class metering products, solutions & services. Integrity Customer Focus Inclusive Growth Innovation 14 GENUS POWER INFRASTRUCTURES LIMITED
Slide 15: Journey So Far
Journey So Far 1994-1999 2006-2011 2018-2021 Initiated manufacturing of Thick Film Hybrid Microcircuits State-of-the-art manufacturing facility at Smart Meters with 3G communication capability launched & SMT PCB Assemblies Haridwar commissioned India’s First Narrowband – IOT setup for AMI (Advance M
Slide 16: Our Growing Order Book
16 March 2021 931 GENUS POWER INFRASTRUCTURES LIMITED March 2022 1,080 March 2023 4,115 March 2024 21,006 March 2025 30,110 Our Growing Order Book Dec 2025 27,217
Slide 17: Our Business Verticals
Our Business Verticals Genus Power is a pioneer in smart metering solutions and leads India's power sector transformation with its innovative and comprehensive range of smart electricity meters. 17 GENUS POWER INFRASTRUCTURES LIMITED
Slide 18: Single Phase, Three Phase, LTCT, HTCT, DT, ABT Meters
Single Phase Three Phase LTCT HTCT DT ABT 18 GENUS POWER INFRASTRUCTURES LIMITED
Slide 19: Prepayment Meters, NIC, Gateway, MIU, Smart Group Meter
Single Phase - Prepayment Three Phase - Prepayment NIC Genus Gateway MIU Smart Group Meter 19 GENUS POWER INFRASTRUCTURES LIMITED
Slide 20: Smart Gas Meter Smart Water Meter
Smart Gas Meter Smart Water Meter 20 GENUS POWER INFRASTRUCTURES LIMITED
Slide 21: Our Business Verticals- AMISP Projects
Our Business Verticals- AMISP Projects 21 GENUS POWER INFRASTRUCTURES LIMITED
Slide 22: Strong Software Domain
Strong Software Domain Smart Meters Head End System (HES) MDMS Utility Enterprise Systems CIS CRM/Billing GIS FMS Cloud Platform Call Center Payment Gateway Communication Cloud/IT Infra System Integration Auto Connect / Disconnect Two Way Communication Data Management Real-Time Data Data Analytics a
Slide 23: Head End System (HES)
Head End System (HES) A central component in smart metering, HES communicates with meters, collects data, manages commands, and ensures secure data transmission, acting as the interface to the MDMS Communication Supports multiple Communication Technologies – Cellular (GPRS) & technologies agnostic R
Slide 24: Head End System (HES)
Deployed on various Cloud platforms – Hyperscaler/Non-Hyperscalers Deployment Infra and on-premise DCs. HES Real-time Data Processing Capable of real-time data processing and analytics to provide actionable insights. User-Friendly Intuitive and user-friendly interface for easy monitoring and managem
Slide 25: Meter Data Management System (MDMS)
Meter Data Management System (MDMS) MDMS processes, stores, and manages data from the Head-End System (HES), ensuring data validation, advanced analytics, and actionable insights to enhance billing accuracy and optimize energy management WFM – Apps Consumer for CI, MI, O&M Portal & App Smart Pre-pai
Slide 26: Management Quote
Management Quote Mr. Rajendra Kumar Agarwal Mr. Jitendra Kumar Agarwal Managing Director and CEO Joint Managing Director 26 GENUS POWER INFRASTRUCTURES LIMITED
Slide 27: Industry Overview
INDUSTRY OVERVIEW 27 GENUS POWER INFRASTRUCTURES LIMITED
Slide 28: Industry Trends
Industry Trends Electrification Digitalization Data-Driven Insights Demand Response Energy Transition Decarbonization Home Energy Integration 28 GENUS POWER INFRASTRUCTURES LIMITED
Slide 29: Global smart meter and analytics market statistics
Global Non-Technical Annual Expected Global Smart Meter Losses of Utilities Penetration by 2028 Expected Global Analytics Market Size in Global Network Solutions Market Software & Smart Grid Solutions Share 2025 (For Managing Grid Complexity) Share of Total Addressable Smart in Total Revenue of One
Slide 30: Second round of smart meter deployments and digitalization
The first wave of smart meter installations in The expanding analytics market offers The shift towards digital solutions is several European countries and the USA is substantial opportunities for utilities to revolutionizing the energy sector, with IoT and reaching the end of its lifecycle. harness
Slide 31: Strategic Growth Areas
Strategic Growth Areas Govt. of India’s vision for share of Gas in Economy by 2030. Global spend by Water Underscoring the need for Utilities in next 10 years on efficient gas metering Digital Transformation solutions. Environmental awareness and heightened consumer expectations propelling water Eco
Slide 32: Future Growth Areas
Future Growth Areas Rapid urbanization and infrastructure Providing Software Solutions to Expansion of smart grid technologies to development in African, APAC and Utilities / Other AMISP Players / enhance grid stability, resilience, and Middle Eastern regions driving demand Other Global Meter Instal
Slide 33: Aiming for Robust Growth With…
AIMING FOR ROBUST GROWTH WITH…
Slide 34: Strong Fundamentals
Strong Fundamentals Strong Business Shifting to Target Reduced Working Balance Sheet EBITDA Range Capital Cycles Contracts with Robust EBITDA Margin Payment Structures from CRISIL Decades of Powering From Concept to Complete Forward & Innovation Commissioning Backward Integration One of the Nearly P
Slide 35: Four Pillars of Business Transformation
Four Pillars of Business Transformation Technology Execution Finance People Innovation in Smart Proven Track Record: Strong Financial Health: Expertise and Experience: Metering Solutions: Nearly three decades Maintaining a solid A team of highly skilled Leveraging cutting-edge of excellence in finan
Slide 36: Strategic Partnership with GIC
Strategic Partnership with GIC A strategic partnership with GIC has been established to enhance our capabilities in the Advanced Metering Infrastructure Service Provider (AMISP) sector. This collaboration leverages a USD 2 billion platform, focusing on expanding meter supply and service contracts. E
Slide 37: Comprehensive Infrastructure & Accredited Testing Capabilities
Comprehensive Infrastructure & Accredited Testing Capabilities Integrated Manufacturing Facilities with In-House ISO 17025 / NABL Accredited Electronic Energy Meter Testing Laboratories 1 2 3 4 Clean Room, ESD Protected PCB Automated SMT Reflow and Wave Controlled Assemblies Line Assemblies Solderin
Slide 38: State-of-the-Art Manufacturing Facilities
State-of-the-Art Manufacturing Facilities Haridwar, Plant-1 Haridwar, Plant-2 Ramchandrapura, Jaipur Plant Guwahati, Plant-1 38 GENUS POWER INFRASTRUCTURES LIMITED
Slide 39: State-of-the-Art Manufacturing Facilities (Workspace)
State-of-the-Art Manufacturing Facilities (Workspace) 39 GENUS POWER INFRASTRUCTURES LIMITED
Slide 40: Quality Certifications
Quality Certifications CMMI Level 3 Company STS certification Bureau Veritas QSI Certification STQC Certifications KEMA Certification R&D Lab recognized by EMC Certifications IEC Certifications DLMS Certification for Meters MSD, GOI IECQ for quality of components Silver Certificate by Frost & Nation
Slide 41: Diversified Product – Market Mix
Diversified Product – Market Mix Portfolio of Smart Electricity, Smart Gas and Smart Water Meters Residential & Commercial Industrial Prepayment Solution Meters with communication capability LT / HT CT Meter with Integrated Communication Single Phase Prepayment Meter Single / Three Phase Smart Meter
Slide 42: Strong Client Base
Strong Client Base 42 GENUS POWER INFRASTRUCTURES LIMITED
Slide 43: Visionary Board of Directors
Visionary Board of Directors Mr. Ishwar Chand Agarwal Mr. Kailash Chandra Agarwal Mr. Rajendra Kumar Agarwal Mr. Jitendra Kumar Agarwal Executive Chairman Vice-Chairman, Non-Executive, Non-Independent Managing Director and CEO Joint Managing Director Mr. Nathu Lal Nama Dr. Keith Mario Torpy Mr. Subh
Slide 44: Financial Performance
FINANCIAL PERFORMANCE
Slide 45: Standalone Profit & Loss Statement – Q3FY26
Standalone Profit & Loss Statement – Q3FY26 Revenue (Rs. Crore) EBIDTA (Rs. Crore) +86% +99% Q3FY26 Key Highlights 1,122 232 Revenue stood at Rs. 1,122 crore, up 86% y-o-y, 604 117 driven by strong execution of the smart metering order book and continued scale-up across multiple 19.3% 20.7% state-le
Slide 46: Standalone Profit & Loss Statement – 9MFY26
Standalone Profit & Loss Statement – 9MFY26 Revenue (Rs. Crore) EBIDTA (Rs. Crore) +114% +159% 9MFY26 Key Highlights 3,214 676 Revenue stood at Rs. 3,214 crore, up 114% y-o-y, 1,505 261 driven by sustained momentum in smart metering executions, rapid ramp-up across projects and 17.4% 21.0% favourabl
Slide 47: Management Commentary
Management Commentary “Genus Power delivered another strong quarter and a robust nine-month performance in FY26, underpinned by accelerating execution across its AMISP portfolio under the RDSS framework. For Q3FY26, revenues remained healthy despite a sequential moderation attributable to festive-se
Slide 48: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (INR Cr) Q3FY26 Q3FY25 YoY 9MFY26 9MFY25 YoY Total Revenue 1,122.4 604.2 85.8% 3,213.8 1,505.2 113.5% Cost of Material Consumed 670.4 335.6 1,912.0 835.7 Gross Profit 452.0 268.6 68.3% 1301.8 669.5 94.4% Gross Profit Margin (%) 40.3% 44.5% 40.5% 44.5% E
Slide 49: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (INR Cr) Sep-25 Mar-25 EQUITY AND LIABILITIES (INR Cr) Sep-25 Mar-25 Non-current assets Equity Property, plant and equipment 272.9 265.3 Equity share capital 30.4 30.4 Capital work-in-progress 126.4 40.7 Other equity 1844.2 1816.7 Right of Use Assets 16.6 16.5 Total e
Slide 50: Thank you
Thank you Genus Power Infrastructures Limited CIN: L51909UP1992PLC051997 Mr. Ankit Jhanjhari ankit.jhanjhari@genus.in | www.genuspower.com Strategic Growth Advisors Pvt. Limited CIN: U74140MH2010PTC204285 Mr. Shogun Jain / Mr. Parin Narichania shogun.jain@sgapl.net / parin.n@sgapl.net | www.sgapl.ne
Genus Power Infrastructures — Q3 FY2026 Earnings Presentation on 6ix