Quality Power Electrical Equipments Ltd. · NSE:QPOWER
Quality Power Electrical Equipments — Q1 FY2026 Earnings Presentation
33 slides from Quality Power Electrical Equipments's earnings presentation, Aug 7, 2025
Slide 1: Exchange intimation letter: earnings call presentation Q1 FY2026
07th August, 2025 To, To, National Stock Exchange of India Limited, BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Bandra-Kurla Complex, Bandra (East), Towers, Dalal Street, Mumbai – 400051 Fort, Mumbai – 400001 NSE Symbol: QPOWER BSE Scrip Code: 544367 ISIN: INE0SII01026 Dear
Slide 2: Earnings Presentation Q1 FY2026
Earnings Presentation Q1 FY2026
Slide 3: Quality Power At a Glance
Quality Power At a Glance Serving global clients in critical energy transition equipment and power technologies which provides a wide range of technology-driven products for high voltage electrical equipment along with tailored solutions for grid connectivity and energy transition Our Product Portfo
Slide 4: Investment Rationale
Investment Rationale Key Provider of Energy Transition Solutions and Power Technologies: 1 Established as an Indian manufacturer of high-voltage power equipment and advanced power quality solutions Diverse Global Clientele: Quality Power partners with 210+ clients worldwide, including Fortune 500 5
Slide 5: Q1 FY26 Financial Performance Highlights
Q1 FY26 Financial Performance Highlights Total Revenue EBITDA PAT Q1FY26 Q1FY26 INR 310 Million INR 371 Million Q1FY26 31.6% YoY 11.0% YoY INR 1,941 Million 90.4% QoQ 21.5% QoQ 143.6% YoY 49.4% QoQ EBITDA Margin PAT Margin 17.5% 19.1% Note: • Mehru was excluded from Q1 FY25 consolidation as it was a
Slide 6: Key Operational Highlights
Key Operational Highlights 01 Company holds an order backlog of over ₹7,750 million with contributions from Quality Power Equipments, Endoks, and Mehru Entered into a binding term sheet, along with Yash Highvoltage Ltd., to jointly acquire 100% stake in Sukrut Electric Company 02 Pvt. Ltd. (50:50 ow
Slide 7: Management Perspective
Management Perspective “Q1 FY26 Sustained Momentum, Strong Execution, and Strategic Positioning in a Supply-Constrained Market. The global high voltage electrical equipment industry continues to operate under strong secular demand tailwinds, driven by large-scale energy transition programmes, grid m
Slide 8: Q1 FY26 Financial Performance
Q1 FY26 Financial Performance All figures in Rs. Mn. Total Revenue Gross Profit and Margin 143.6% 72.2% 1,941 865 1,299 502 581 797 63.1% 44.7% 44.6% Q1FY25 Q4FY25 Q1FY26 Q1FY25 Q4FY25 Q1FY26 Gross Profit Margin EBITDA and Margin PAT and Margin 31.6% 11.0% 371 310 334 305 236 163 38.4% 41.9% 17.5% 2
Slide 9: Q1 FY26 Profit/Loss Statement Summary
Q1 FY26 Profit/Loss Statement Summary Y-o-Y Q-o-Q Y-o-Y (Rs. Mn) Q1 FY26 Q1 FY25 Q4 FY25 FY25 FY24 (%) (%) (%) Total Revenue 1,941 797 143.6% 1,299 49.4% 3,916 3,316 18.1% COGS 1,076 294 718 1,983 2,005 Gross Profit 865 502 72.2% 581 48.9% 1,933 1,311 47.4% Gross Profit Margin (%) 44.6% 63.1% 44.7%
Slide 10: Group Organizations & Brands
Group Organizations & Brands • Power Electronics • Medium Voltage Instrument Transformers • Power Quality Located in Sangli, Maharastra Located in Turkey • Edge Computing & IOT • High-voltage Instrument transformers • Energy Management Systems Located in Bhiwadi, Rajasthan Located in Chennai, Tamil
Slide 11: Our Progress Powered by Success
Our Progress Powered by Success Strategic Expansion in Key Investments and Takeovers Turkey • Takeover of Electrical Power Equipment Acquired 51% of Endoks Enerji Company, Bangalore Anonim Sirketi, Turkey through • Investment in Nebeskie Labs through our our subsidiary Quality Power subsidiary, Qual
Slide 12: Diversified Product Portfolio (1/2)
Diversified Product Portfolio (1/2) Power Products Coil Products Transformers Instrument Transformers Inrush Reactors Wave Traps Special Purpose Earthing Iron Core Reactors Oil Filled Reactors Converter Duty Arc Furnace • Current Transformers • Potential Transformers • Capacitive Voltage Transformer
Slide 13: Power Quality Systems
Power Quality Systems Passive Systems Hybrid Systems Active Systems Capacitor Banks TSC SVC Upto 245kV Upto 22kV Upto 66kV Harmonic Filters MCR MECB Upto 145kV Upto 34.5kV Upto 33kV Shunt Reactors TCT STATCOMs Upto 300 MVAr ratings Upto 34.5kV Upto 5 MVAr ratings Brands 12
Slide 14: Product Differentiation
Product Differentiation FACTS HVDC STATCOM SVC • Uses direct current to move large • A fast-acting voltage control device • A proven solution for keeping grid amounts of electricity efficiently over that keeps electricity supply steady, voltage stable using controlled Description long distances and
Slide 15: Manufacturing and Operating Facilities
Manufacturing and Operating Facilities Sangli, Maharashtra and Aluva (Cochin), Kerala Bhiwadi, Rajasthan Ankara, Turkey • Specialized Power Components, including reactors, • Advanced manufacturing facility located in • Specialized in STATCOMs, SVCs, reactors and harmonic transformers, line traps, ca
Slide 16: Groundbreaking Ceremony: Global Coil Factory
Groundbreaking Ceremony: Global Coil Factory • Ceremony Location: The groundbreaking ceremony for the new Global Coil Factory was held at Kupwad MIDC, Sangli. The facility is expected to be operational by December 2026. • Facility Scale: Designed to be one of the world’s largest for air-core and oil
Slide 17: R&D Capabilities
R&D Capabilities • Focus on creating cost-efficient, high- performance solutions for power projects, driving operational excellence • The Sangli facility is NABL accredited • Leverage centralized monitoring, maintenance systems, and analytics to optimize project efficiency and support our operations
Slide 18: Global Customer Reach
Global Customer Reach • SANGLI, IN • POWER • COCHIN, IN PRODUCTS (PP) • BHIWADI, RAJASTHAN • PUNE*, MAHARASHTRA • POWER • ANKARA, TK ELECTRONICS (PE) • POWER • ANKARA, TK QUALITY (PQ) • SANGLI, IN • POWER • COCHIN, IN COMMODITIES (PC) • SANGLI, IN Quality Power Locations Quality Power Installations
Slide 19: Strategic Priorities to Drive Strong Growth (1/3)
Strategic Priorities to Drive Strong Growth (1/3) Consistent efforts towards generating and serving future potential demand Capacity Expansion Strong Order Backlog The planned expansion at Sangli and Cochin underscores a strategic commitment to scaling up manufacturing capabilities To support these
Slide 20: Strategic Priorities to Drive Strong Growth (2/3)
Strategic Priorities to Drive Strong Growth (2/3) Existing Customers Increase In: Product Basket; Mergers and Acquisitions Delivery Speed; Technology Leadership New Products Existing Products Market Reach through Global Sales Channel, Focus on In-House R&D Operations & shared based on Market Gaps ma
Slide 21: Near term Growth Drivers for PPL
Near term Growth Drivers for PPL Strategic Priorities to Drive Strong Growth (3/3) Acquisitions • Growth is being driven through both organic expansion and strategic acquisitions, including the recent 51% stake in Mehru Electrical. This acquisition strengthens technology, talent, product portfolio,
Slide 22: Driving Success with Marquee Clients
Driving Success with Marquee Clients Partnering with domestic and global clients to drive the energy transition 21
Slide 23: Board of Directors
Board of Directors Mr. Thalavaidurai Pandyan Mr. Bharanidharan Pandyan Mrs. Chitra Pandyan Mr. Mahesh Vitthal Saralaya Founder, Chairman and Managing Joint Managing & Whole-time Whole-time Director Whole-time Director Director Director 39+ years in transformers and reactors; 20+ years in Electrical
Slide 24: Awards, Accreditations & Recognition
Awards, Accreditations & Recognition Export Excellence Award 2012-2013 ET Award 2021 Awarded by EEPC India as a Awarded as ‘Economic Times Best leading 'Small Enterprise' for Infrastructure Brands 2001” outstanding contribution to Engineering Exports during the year 2012-2013 by EEPC India Western R
Slide 25: Industry Outlook
Industry Outlook Driving Factors of Electricity Transmission Global Electricity Transmission Sector (USD Bn) The market size of the entire power transmission sector INR Bn supply chain is projected to grow at a CAGR of 6%, increasing from USD 112.3 billion in 2024 to USD 143.47 billion by 2028 • Acc
Slide 26: Market Segments & Growth Projections
Market Segments & Growth Projections All figure in USD Bn. Power Products [HVDC and FACTs] Power Products [High Voltage] Global (CAGR 75-80%) India (CAGR 60-65%) Global (CAGR 7%) India (CAGR 18%) 12 5 9.2 4.5 10 3.56 4 3.25 8 2.85 3.01 3.5 5.75 3 6 2.1 2.5 3.59 249.7 2 4 67.2 71.9 2.25 55.2 59.2 63.
Slide 27: FY2025 Financial Performance
FY2025 Financial Performance All figures in Rs. Mn. Total Revenue Gross Profit and Margin 18.1% 47.4% 3,916 1,933 3,316 1,311 49.4% 39.5% FY24 FY25 FY24 FY25 Gross Profit Margin (%) EBITDA and Margin PAT and Margin 70.1% 80.5% 1,001 661 555 389 25.6% 19.5% 16.7% 12.9% FY24 FY25 FY24 FY25 EBITDA Marg
Slide 28: Capital Structure
Capital Structure Cash Flow from Operations (in Mn) Debt/Equity (x) Net Capital Turnover Ratio 625 0.20 Net Capital Turnover Ratio 515 443 0.07 0.06 (1.8) (0.2) 3.1 1.3 85 0.01 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 8.0 7.9 6.9 5.8 CFO/EBITDA ROCE and ROE (%) 5.2 4.3 4.2 48.5% 3.4 3.6 3.4 3.1 1.4x
Slide 29: Annual Profit/Loss Statement Summary
Annual Profit/Loss Statement Summary (Rs. In Mn.) FY22 FY23 FY24 FY25 Total Revenue 2,117 2,736 3,316 3,916 COGS 1,071 1,598 2,005 1,983 Gross Profit 1046 1,317 1,311 1,933 Gross Profit Margin (%) 49.4% 41.6% 39.5% 49.4% EBITDA* 232 322 389 661 EBITDA Margin (%) 12.7% 12.7% 12.9% 19.5% Finance Cost
Slide 30: Balance Sheet
Balance Sheet (Rs. In Mn.) FY22 FY23 FY24 FY25 Property, plant & equipment (Tangible, Intangible, CWIP, RoU) 337 395 671 2,190 Cash And Bank Balances 679 518 477 2,099 Inventories 408 479 235 1,018 Trade Receivables 539 650 795 1,371 Other Assets 566 1,081 1,412 1,459 Total Assets 2,529 3,122 3,589
Slide 31: Glossary
Glossary Abbreviation Details Abbreviation Details R&D Research and Development VAR Volt-Ampere Reactive HVDC High Voltage Direct Current M&A Mergers and Acquisitions FACTS Flexible AC Transmission Systems IOT Internet of Things STATCOM Static Synchronous Compensator TSC Thyristor Switched Capacitor
Slide 32: Disclaimer
Disclaimer This presentation, provided by Quality Power Electrical Equipments Ltd., is intended for informational purposes only and is not an offer, invitation, or inducement to sell or issue securities. It is not intended to be a prospectus under any jurisdiction's laws. The information contained h
Slide 33: Thank You!
For Further Information, Please Contact: Quality Power Deepak Suryavanshi Company Secretary and Compliance Officer cs@qualitypower.co.in Atul Modi / Jatin Babani Investor Relations Advisors Thank You! +91 22 6169 5988 qualitypower@churchgatepartners.com https://qualitypower.com investorgrievance@qua
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