Thejo Engineering Limited — PPTs, 15-11-2025: Investor Presentation

Thejo Engineering, an engineering solutions provider for mining & core industries, posted solid Q2FY26 and H1FY26 results. Q2 revenue climbed 14.7% YoY to ₹153.11 Cr, with PAT up 14.9% to ₹14.11 Cr, and EPS at ₹14 (+27.3% YoY). H1 revenue rose 9.4% YoY to ₹288.66 Cr, PAT grew 9.0% to ₹23.87 Cr, and EPS was ₹23 (+15% YoY). Integrated services fueled growth, contributing 56% to H1 revenue. The company is strategically expanding capacity by 2,600 tonnes with a ₹40 Cr capex and cemented its global presence by fully acquiring its Australia and Brazil subsidiaries. A key recent win includes a ₹129 Cr, 3-year O&M order for a major steel plant. Management anticipates sustained demand from mining, steel, cement, and ports, leveraging its one-stop engineering solutions and strong client ties.