Oswal Pumps Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Oswal Pumps reports a record Q1 FY26, with Operating Income at Rs 513.9 Cr (up 36.8% YoY), EBITDA at Rs 140.8 Cr (27.4% margin), and PAT at Rs 94.7 Cr (18.4% margin). The company targets 50-60% revenue growth for FY26, aiming for 27-29% EBITDA margins. Its order book of 29,961 pumps, valued at Rs 700-800 Cr, is expected to be executed within 120-150 days. Management anticipates PM-KUSUM 2.0 and continued strength from state schemes. Capacity expansion for pumps and solar modules is on track. Backward integration and a strong service network are key competitive advantages, underpinning a confident outlook.