Techno Electric & Engineering Company Limited · NSE:TECHNOE
Techno Electric & Engineering — Q2 FY26 Earnings Presentation
24 slides from Techno Electric & Engineering's earnings presentation, Dec 1, 2025
Slide 1: Techno Electric & Engineering Company Limited Investor Presentation
Techno Electric & Engineering Company Limited Investor Presentation Earning Updates: Q2 & H1 FY 26
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Techno Electric & Engineering Company Limited ("Techno") for general informational purposes only. The information contained herein is based on sources believed to be reliable, including internal data and publicly available information. However, Techn
Slide 3: Table of Contents
Table of Contents S. No. Particulars Page No. 1. Quarter Updates 4-9 3. About the Company 10-17 4. Market Opportunity 18-21 5. Environmental, Social, and Governance 22-23 Page 3
Slide 4: Executive Summary
Executive Summary ► Highest-ever second quarter revenue coupled with strong growth Q2 FY 26 H1 FY 26 Standalone Standalone in profitability ► Data Center strategy gained significant traction with the Revenue Revenue commissioning of the 36 MW Chennai hyperscale facility and the INR 8,386 Mn INR 13,5
Slide 5: Key Updates for the Q2FY26
Key Updates for the Q2FY26 Chennai Data Center Inauguration ► Commissioned Ph 1 of 36 MW hyperscale Data Center at SIPCOT IT Park, Chennai — designed for AI and high-density workloads. ► Built with green cooling systems (PUE ~ 1.35) and dual 110 kV GIS power feeds. ► Marks the first phase of Techno’
Slide 6: Building Long Term Value for the Stakeholders
Building Long Term Value for the Stakeholders Techno Data Center Techno Smart Meter Power Infrastructure Leadership (Our Advantage) Strengthened Commercial & Operational Value - TEECL’s 40+ yrs expertise → High reliability + 20% lower lifecycle Opex. - Long-term recurring revenue visibility (93 mont
Slide 7: Result Summary – Q2 & H1 FY 26
Result Summary – Q2 & H1 FY 26 Standalone Income Statement Overview Particular (In INR Mn) Q2 FY 25 Q2 FY 26 Change (YoY) H1 FY 25 H1 FY 26 Change (YoY) Revenue 5,002 8,386 67.66% 9,139 13,523 47.97% Less: Operation Expense 4,306 7,232 7,878 11,579 Core EBITDA 696 1,154 65.86% 1,261 1,945 54.17% Cor
Slide 8: Result Summary – Q2 & H1 FY 26
Result Summary – Q2 & H1 FY 26 Standalone Balance Sheet Overview In INR Mn As at As at As at As at Particular Particular 30 Sep 2025 31 March 2025 30 Sep 2025 31 March 2025 Equity and Liabilities Assets Equity Equity Share Capital 233 233 Non - Current Assets Other Equity 38,857 37,437 Property, Pla
Slide 9: Order Book as on 30th September 2025
Order Book as on 30th September 2025 Business Vertical -wise order book Order Book as on 30th September 2025 Customer Rs In Millions Weightage Smart Meter Power Grid Corporation of India Ltd. 20,985 21.08% (DBFOT/TOTEX) 19% Adani Energy Solutions Limited 13,200 13.26% Rajasthan Rajya Vidyut Prasaran
Slide 10: About Us
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Slide 11: Company Overview
Company Overview Debt Free Company AA Long Term Zero debt on books Stable credit rating BSE,NSE Listed 200 MWh Renewable projects commissioned Has a market cap of US $1.7 Billion as on 30th Sep 2025 $1B+ power transmission executed, AMI and FGD projects 40+ Years Rich experience in the power sector
Slide 12: Business Verticals
Business Verticals EPC Business Asset Holding Business Other Asset Creation Businesses Transmission TBCB Business Smart Metering Data Center National Expansion: Hyperscale Successfully secured 5 projects ► Won the contract for ► Expertise in EHV Substations ► ► implementation of Advanced (up to 765
Slide 13: About Techno Electric & Engineering Co. Ltd.
About Techno Electric & Engineering Co. Ltd. Journey So Far and INDIGRID Page 13
Slide 14: Techno Electric - Transmission EPC + TBCB
Techno Electric - Transmission EPC + TBCB TEECL Experience across India Execution is in full swing for three awarded projects – NERES XVI, Ishanagar, and Dhule. Actively participating in upcoming TBCB tenders across multiple states. The TBCB market is witnessing robust growth, larger project sizes,
Slide 15: Techno Electric – Smart Metering
Techno Electric – Smart Metering Techno AMI Projects (RDSS) ► Techno Electric has secured four Advanced Metering Infrastructure (AMI) projects to install and operate 2.24 million smart meters, with a total project value of ~₹2,400 crore. ► Projects progressing on schedule, MP, Jharkhand and Tripura
Slide 16: Techno Digital - National Footprint. Hyperscale Ready. Edge Enabled.
Techno Digital - National Footprint. Hyperscale Ready. Edge Enabled. Techno Digital is building India’s largest AI-first, edge-powered digital infrastructure seamlessly bridging Tier 1 metros and emerging cities with hyperscale-ready campuses and 102 edge facilities. Backed by the legacy of Techno E
Slide 17: Techno Combined Solutions with Chennai, Kolkata and Edge Data Centers
Techno Combined Solutions with Chennai, Kolkata and Edge Data Centers The Hybrid Infrastructure of Chennai (36 MW), Kolkata (16 MW) and Noida (16 MW) Data Center combines Centralized Processing Power with the Low-latency Benefits of our edge data centers across 102 locations, enabling businesses to
Slide 18: Market Outlook
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Slide 19: Market Opportunity – T&D
Market Opportunity – T&D India’s Energy Expansion Vision Transmission Sector In India ► Targeting 900 GW capacity by 2032 — doubling current levels. 900 GW ► Estimated ₹10 Lakh Cr investment required in transmission build- out. Government has set up a target to increase ► Growth fueled by manufactur
Slide 20: Market Opportunity – T&D
Market Opportunity – T&D Exponential Renewable Growth India T&D market size projection for the year 2024-25 to 2029-30 ► Installed capacity: 485 GW (2025) → 777 GW (2030) → 2,100 GW (2047). ► ~85% of new capacity additions to be renewables. 5.20% CAGR Transmission Infrastructure Plans (2022–27) ► Ad
Slide 21: Market Opportunity – Data Center
Market Opportunity– Data Center Data Center Opportunity in India Accelerating Growth Through Digital and AI Tailwinds ► India’s data center market expected to grow from ~1.2 GW in 2024 to ► AI Workloads Surge: Global AI infrastructure demand growing at 3.5+ GW by 2030, a 3x expansion opportunity. 40
Slide 22: ESG
Slide 23: Environmental, Social, and Governance
Environmental, Social, and Governance Governance Excellence Social Impact ESG committee, ISO 9001/14001/45001 ₹51.8M CSR budget for rural infrastructure, certified, zero regulatory violations, advanced education, healthcare, digital inclusion in ESG tracking for trust & risk management. underserved
Slide 24: Thank You
Techno Electric & Engineering Company Limited THANK YOU CONTACT US Phone: +91-33-40513000, +91-12-44592550 Email: desk.investors@techno.co.in
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