Triveni Engineering & Industries Limited — PPTs, 04-02-2025: Investor Presentation

**Financial Highlights:**

Triveni Engineering & Industries reported consolidated revenue from operations of ₹4,060.0 crore for the nine months ended December 31, 2024, reflecting a 3.6% increase year-on-year. Profit Before Tax (PBT) stood at ₹69.1 crore, with a Profit After Tax (PAT) of ₹51.1 crore. The EBITDA margin decreased to 10.9%, down from 16.4%, highlighting challenges in operational efficiency.

**Strategic Initiatives and Growth Drivers:**

The company has solidified its position in the engineering sector, with a record closing order book of ₹2,356.3 crore, a 52.4% growth year-on-year. A significant capex of ₹60 crore has been approved to enhance Power Transmission capacity, reflecting Triveni's commitment to future growth and operational efficiency.

**Business Developments:**

Recent government policies have positively impacted Triveni’s sugar and alcohol businesses. The allocation of a 31,883-tonne sugar export quota and the adjustment of ethanol procurement prices are expected to support revenue growth. Key challenges include lower production and profitability in the sugar segment due to rising cane prices and adverse weather impacts.

**Market Position and Competitive Advantage:**

Triveni remains one of India’s largest integrated sugar and ethanol manufacturers. Its engineering division is positioned for growth, leveraging robust demand in various sectors, particularly for its innovative high-speed gearbox solutions, which are essential in defense projects.

**Investor Implications:**

Despite short-term challenges, positive government policies and an expanding order book present potential growth opportunities. Investors should monitor developments closely, particularly in the sugar pricing environment and the effectiveness of strategic capacity expansions in engineering sectors.