Prostarm Info Systems Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Prostarm Info Systems reported strong Q3 FY26 results with operating revenue at ₹161 Crore (up 110% YoY, 141% QoQ) and PAT at ₹15 Crore (up 101% YoY). Nine-month revenue stood at ₹281 Crore, with PAT at ₹25 Crore. Q3 EBITDA margin was 12.65%.

The company's order book reached ₹946 Crore, including ₹890 Crore in BESS projects, alongside a ₹775.4 Crore bid pipeline. Management anticipates 20-25% revenue growth for FY26. Key expansions include a 1.2 GW BESS plant in Jhajjar (₹25 Crore CAPEX, operational Q4 FY26, targeting 40-50% utilization next FY) and a UPS manufacturing unit in Ahmedabad (₹6 Crore CAPEX, operational Q1 FY27).

A potential government policy mandating 50% 'Make in India' for BESS tenders from April 1st is expected to boost margins. Prostarm is effectively net debt-free, enhancing financial flexibility. Management is focused on becoming a comprehensive power electronics solutions provider, building diverse growth verticals.