Quality Power Electrical Equipments Limited – Investor Presentation Summary

Key Operational Highlights

  • H1 FY27 Total Income reached Rs. 550 Cr, up 33.2% YoY
  • Order book as on date stands at approximately Rs. 2,010 Cr
  • Commenced operations at new Global Coil Factory in Sangli in October 2026
  • Commenced operations at PCS manufacturing facility in Turkey in October 2026
  • 11 manufacturing facilities across India and Turkey
  • Serves customers in more than 100 countries

Key drivers of operational performance: New manufacturing facility commencements, strong order book, expansion into new product categories through acquisitions

Segment-wise Performance

Business segments include: Coil Products, Instrument Transformers, Power Electronics & Automation, Insulators & Bushings, Transformers & Accessories

Coil Products: Reactors, Line Traps up to 800kV capability; Major markets: Australia, India

Instrument Transformers: Current Transformers, Voltage Transformers, Coupling Capacitors up to 500kV (Launching 765kV Q4 2026); Major markets: USA, Europe, Middle East, India

Power Electronics & Automation: SVC, STATCOM, PCS/BESS, Distribution SCADA, IoT & Edge Computing, Power Quality Systems; Major markets: India, Africa, Europe

Insulators & Bushings: Porcelain and Composite Insulators & Bushings up to 1050kV capability; Major markets: USA, Europe, India

Transformers & Accessories: Oil Filled & Dry Type Transformers, Transformer Components, CTC Winding Wires, Composites, Fabrication up to 72.5kV transformers (Rest 800kV); Major markets: India, Middle East, South East Asia

Financial Highlights

Revenue: Rs. 294 Cr (Q2 FY27), Rs. 550 Cr (H1 FY27)

EBITDA: Rs. 84 Cr (Q2 FY27), Rs. 149 Cr (H1 FY27)

PAT: Rs. 63.33 Cr (Q2 FY27), Rs. 110.05 Cr (H1 FY27)

EPS: Rs. 5.48 per share (Q2 FY27), Rs. 10.14 per share (H1 FY27)

Margins: EBITDA Margin 28.6% (Q2 FY27), 27.0% (H1 FY27); PAT Margin 21.6% (Q2 FY27), 20.0% (H1 FY27)

YoY comparison: Q2 FY27 Revenue up 34.1% YoY; Q2 FY27 PAT up 80.1% YoY; H1 FY27 Revenue up 33.2% YoY; H1 FY27 PAT up 52.4% YoY

QoQ comparison: Q2 FY27 Revenue up 14.5% from Q1 FY27; Q2 FY27 PAT up 35.5% from Q1 FY27

Drivers of financial performance: Higher revenue growth, improved operational efficiency

Geographical Revenue Split

Domestic vs Export/Regional Revenue: Not Specified

Regional Breakdown: Company serves more than 100 countries across 5 continents including Australia, USA, Europe, Middle East, Africa, South East Asia

Balance Sheet Snapshot

Net Debt/Equity: (0.13)x as of H1 FY27

Reserves: Not Specified

Current Assets/Liabilities: Not Specified

Working Capital/Leverage Metrics: Total Borrowings Rs. 40 Cr (H1 FY27); Cash and Cash Equivalents Rs. 100 Cr; Other Bank Balances Rs. 51 Cr; Net Debt (Rs. 111) Cr; Total Equity Rs. 862 Cr

Financial Health Insights: Strong net cash position, improved equity base

Capex & Cash Flow Health

Capital Expenditure: Property, plant & equipment increased to Rs. 385 Cr in H1 FY27 from Rs. 324 Cr in FY26

Free Cash Flow: Not Specified

Operating Cash Flow: Not Specified

Net Debt Movement: Net debt position improved to (Rs. 111) Cr in H1 FY27 from (Rs. 213) Cr in FY26

Investment Rationale: Focus on capacity expansion, technology upgrades, and manufacturing capability enhancement

Strategic & R&D Initiatives

Investments in Innovation: New Global Coil Factory in Sangli; PCS manufacturing facility in Turkey; Expansion into GIS components; Power Conversion Systems for BESS applications

Expected impact on growth: New facilities expected to address growing demand in international markets, particularly Europe

Strategic Rationale: Expanding into high-growth markets, strengthening product portfolio, improving manufacturing capabilities

Industry Trends & Business Environment

Macro/Industry Trends: Increasing investments in renewable energy integration, HVDC transmission, FACTS, grid modernization and data centre infrastructure; Transmission capacity and grid stability priorities for utilities worldwide; Constrained qualified manufacturing capacity across several product categories

Impact on Company: Creating substantial demand for specialised electrical equipment including reactors, instrument transformers, high voltage insulators, Power Conversion Systems and FACTS solutions

Management Commentary & Growth Outlook

Strategic Outlook: "The outlook for our industry remains encouraging. Increasing investments in renewable energy integration, HVDC transmission, FACTS, grid modernisation and data centre infrastructure are creating substantial demand for specialised electrical equipment."

FY Guidance: Not Specified

Market Share Targets: Not Specified

Risks and Opportunities: Sustainable growth depends on disciplined execution, consistent product quality and reliable deliveries; Supply chain constraints mentioned as area of focus