Concord Enviro Systems Limited — PPTs, 13-02-2026: Investor Presentation

Concord Enviro Systems delivered mixed Q3 FY26 results with revenue up 1.4% YoY to 124.58 Cr, though 9M FY26 revenue dipped 9.2% YoY to 351.81 Cr, partly due to slower water business execution. Q3 EBITDA was 4.3 Cr (3.5% margin), and 9M EBITDA stood at 11.07 Cr (3.1% margin). The company closed Q3 with a strong order book of 594.7 Cr, backed by a 3,200 Cr pipeline.

Recent highlights include a second investment in a US technology company and the launch of "H-Xtreme," a next-gen heat exchanger for industrial use, targeting the $20B+ specialty market. Concord also secured its first Solar PV order and is deploying a Waste Pickle Liquor Commercial System for the steel industry, alongside developing a new crystallizer for ZLD. Strategic focus areas include Green India opportunities in Carbon Capture and Solar PV, as well as emerging markets like Semi-conductor and Green Hydrogen. Management noted robust order intake, including new international contracts, despite execution delays in the water segment.