Date: 28th May 2026

Consolidated Financial Performance

Quarterly Performance (Q4 FY26 vs Q3 FY26 vs Q4 FY25)

| Particulars (₹ Lakhs) | Q4 FY26 | Q3 FY26 | QoQ Change | Q4 FY25 | YoY Change |

| Revenue from Operations | 18,117 | 16,225 | +11.7% | 15,319 | +18.3% |

| EBITDA* | 2,757 | 2,016 | +36.7% | 2,864 | -3.7% |

| EBITDA Margin | 15.2% | 12.4% | - | 18.7% | - |

| PAT | 1,659 | 839 | +97.8% | 1,658 | +0.1% |

| PAT Margin | 9.2% | 5.2% | - | 10.8% | - |

*EBITDA before exceptional items

Annual Performance (FY26 vs FY25)

| Particulars (₹ Lakhs) | FY26 | FY25 | YoY Change |

| Revenue from Operations | 63,209 | 55,274 | +14.4% |

| EBITDA* | 8,968 | 9,276 | -3.3% |

| EBITDA Margin | 14.2% | 16.8% | - |

| PAT | 4,885 | 5,231 | -6.6% |

| PAT Margin | 7.7% | 9.5% | - |

Key Financial Highlights

Q4 FY26 Performance

  • Revenue from operations increased 18.3% YoY to ₹18,117 lakhs from ₹15,319 lakhs in Q4 FY25
  • EBITDA decreased 3.7% YoY to ₹2,757 lakhs from ₹2,864 lakhs in Q4 FY25
  • PAT remained nearly flat with 0.1% YoY increase to ₹1,659 lakhs from ₹1,658 lakhs in Q4 FY25
  • EBITDA Margin stood at 15.2% compared to 18.7% in Q4 FY25
  • PAT Margin stood at 9.2% compared to 10.8% in Q4 FY25
  • Strong sequential improvement with PAT surging 97.8% QoQ from ₹839 lakhs in Q3 FY26

Full Year FY26 Performance

  • Revenue from operations increased 14.4% YoY to ₹63,209 lakhs from ₹55,274 lakhs in FY25
  • EBITDA decreased 3.3% YoY to ₹8,968 lakhs from ₹9,276 lakhs in FY25
  • PAT decreased 6.6% YoY to ₹4,885 lakhs from ₹5,231 lakhs in FY25
  • EBITDA Margin compressed to 14.2% from 16.8% in FY25
  • PAT Margin compressed to 7.7% from 9.5% in FY25

Management Commentary

Mr. V.A. George, Executive Chairman, commented on FY26 performance:

  • FY26 reflected strong revenue growth and continued strategic progress despite challenging operating environment
  • Healthy top-line growth driven by sustained customer engagement, execution across key markets, and continued demand for specialized engineering solutions
  • Company continued to strengthen manufacturing capabilities and expand global presence
  • Ongoing capacity expansion initiatives to support future growth
  • Healthy order book and expanding operational capabilities provide confidence for next growth phase
  • Company well positioned to capitalize on emerging opportunities as industries focus on productivity, efficiency and reliability of critical assets

Business Overview

Thejo Engineering Limited is a leading provider of engineered solutions for:

  • Bulk material handling
  • Mineral processing
  • Corrosion protection

Core business activities include:

  • Design and manufacture of rubber and polyurethane-based products (conveyor belt cleaners, impact protection systems, wear linings, screening media)
  • Specialized services (conveyor splicing, site maintenance, operations and maintenance)

Key industries served:

  • Mining
  • Steel
  • Cement
  • Power
  • Ports
  • Chemicals

Geographic presence:

  • Strong domestic presence with manufacturing facilities, R&D capabilities, and service centers across India
  • Growing international footprint through subsidiaries in Australia, Brazil, Chile, and Middle East

Company incorporated in 1986 and headquartered in Chennai.