Genus Power Infrastructures Limited — PPTs, 07-11-2025: Investor Presentation

**1. Business Performance:**

Genus Power reported strong Q2FY26: revenue surged 136% YoY to ₹1,149 Cr, Net PAT (continuing ops) jumped 162% to ₹148 Cr. H1FY26 revenue grew 132% YoY to ₹2,091 Cr, PAT rose 185% to ₹277 Cr, mainly due to robust AMISP project execution.

**2. Growth Drivers or Strategy:**

Strategies focus on expanding smart gas/water metering solutions, aligning with India's energy goals. An exclusive GIC partnership, leveraging a USD 2 billion platform for AMISP projects, is crucial. AI/IoT integration and R&D for advanced metering are core.

**3. Recent Developments:**

Order book hit ₹28,758 Cr by Sep 2025, offering strong revenue visibility. Annual smart meter capacity targets ~20 million units by FY26. New smart gas/water meters launched, supported by a $49.5 million DFC USA investment.

**4. Key Financial Metrics:**

Q2FY26: Revenue ₹1,149 Cr (+136% YoY), PAT ₹148 Cr (+162% YoY). H1FY26: Revenue ₹2,091 Cr (+132% YoY), PAT ₹277 Cr (+185% YoY). Order Book: ₹28,758 Cr.

**5. Management Commentary / Outlook:**

Management expects a robust FY26, with execution ahead of plan and strong installation momentum. Favorable industry conditions, backed by government programs, should sustain growth and improve working capital efficiency.