Thejo Engineering Limited — PPTs, 16-02-2026: Investor Presentation

Here's a concise summary for retail investors:

**1. Business Performance:**

Thejo Engineering saw strong revenue growth, with Q3FY26 revenue up 19.7% YoY to Rs 162.25 Cr and 9MFY26 revenue increasing 12.9% YoY to Rs 450.92 Cr. However, profit after tax (PAT) declined, with Q3FY26 PAT at Rs 8.39 Cr (down 39.4% YoY) and 9MFY26 PAT at Rs 32.25 Cr (down 9.7% YoY). Integrated Services drove performance, contributing 57% of 9MFY26 revenues, with 30% from export markets.

**2. Growth Drivers or Strategy:**

The company is strategically expanding its global presence, particularly in high-growth markets like South America and the UAE. It focuses on offering comprehensive engineering solutions with specialized, high-entry-barrier products, benefiting from strong tailwinds in mining, steel, cement, and port industries.

**3. Recent Developments:**

TE Global FZ-LLC secured a significant order worth AED 6.6 million for a steel cord pipe conveyor belt replacement in the UAE. The company's order book stood at Rs 326 Cr as of December 31, 2025, and manufacturing facility expansions are progressing as planned.

**4. Key Financial Metrics:**

Q3FY26 Earnings Per Share (EPS) was Rs 8, down from Rs 12 YoY. 9MFY26 EPS was Rs 31, a slight decrease from Rs 32 YoY.

**5. Management Commentary / Outlook:**

The company is focused on leveraging its expanding manufacturing capabilities and robust order book to capitalize on strong demand from core industries globally, signaling continued operational scaling.