Triveni Engineering & Industries Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Triveni Engineering's Q1 FY26 saw revenue up 23% to ₹1,598 Cr, but PAT was ₹2.1 Cr. Sugar profit dropped 80% due to lower recovery (10.8%), though current sugar prices are improving from government quota cuts. Alcohol volumes rose 53%, but profitability was impacted by costly FCI rice usage (27% of sales), which will be minimized. Power Transmission's order book hit a record ₹423 Cr (+38%), driven by defense. Management is optimistic about achieving 27% ethanol blending and improving sugar recoveries (Co0238 variety below 40% exposure), focusing on operational efficiency for better future profitability.