Top Tweets for #TelgeProjects
#SME #Telge #TelgeProjects
Telge Projects Q4 & FY26 Earnings Call Highlights
👉FY27 & Future Outlook:
▫️Management confident of 60-70% CAGR revenue growth in FY27 (and medium term)
💠Supported by order book momentum, capacity expansion, cross-selling from acquisitions, and larger project ticket sizes (now targeting ₹8-10 Cr vs historical ₹2-3 Cr)
💠Order book continues to build dynamically (added ₹4-5 Cr almost every month last year); existing subsidiaries now fully integrated as organic growth
💠Focus on scaling globally with local US/UK/Europe/Australia presence + offshore India execution; evaluating further acquisitions in MEP, design services and other Architecture, Engineering, and Construction (AEC) areas
💠EBITDA margins targeted to sustain Q4 levels (~35%) and PAT margins at 20-23% through AI automation, proprietary tools, rural India expansion (Nashik, Latur), and improved US pricing ($45-60/hr vs earlier $25-35/hr)
▫️Technology remains key differentiator via in-house R&D:
💠AI-enabled BIM dashboards, workflow automation, and custom integrations in Tekla, SDS2 & Revit to drive productivity and operating leverage
💠Asset-light, scalable model with adequate existing manpower for planned workloads; no major leadership hiring planned — focus shifts to execution team
💠Flexible funding approach for future M&A (no immediate debt or equity dilution planned this year)
👉Current Order Book / Projects and Pipeline:
▫️Active order book ~₹25 Cr (includes ~₹10 Cr from architectural business via subsidiary acquisition)
💠~80% from US; high repeat business — 60-70% of revenue from existing long-term global clients
💠Visibility with ₹6 Cr RFQ pipeline in bidding stage (expected conversion in 2-4 weeks); robust momentum from US, Australia & Europe
▫️2,000+ projects completed globally; 50+ worldwide clients across 10+ countries; 200+ engineers with deep expertise in Tekla, SDS2 and Revit
💠Nashik office operational; expanded SDS2 team enhances steel & connection design capabilities for US subsidiaries
👉Other Notable Points:
▫️Financial Performance FY26:
💠Revenue from Operations ₹40.2 Cr (+57% YoY); EBITDA ₹9.55 Cr (~24% margin); PAT ₹5.9 Cr (15% margin)
💠Q4 FY26: Revenue ₹14.4 Cr (+13.7% YoY, +58% QoQ); EBITDA ₹5 Cr (35% margin); PAT ₹3.3 Cr (23% margin)
💠DSO improved to ~60 days (major related-party receivables collected in Apr-May); healthy cash position and balance sheet post-IPO
▫️Strategic Milestones
💠Edward Farr Architects Inc. (US, CY2025 revenue ~₹14 Cr, 10-12% margins, acquired at 2.5x EBITDA; contributed ~₹1.5 Cr revenue & ₹30 lakh PAT in March)
💠Three US subsidiaries now fully integrated for business development & project management while execution remains in India
💠Headcount: 200-250 total (+~70 in FY26); ~25 in US, rest across Pune, Latur & Nashik; attrition very low (~10% India operations, 0% in subsidiaries)
▫️Asset-light global delivery model with on-ground teams + scalable India execution
💠No material impact from global events due to geographic diversification (US, UK, Europe, Australia)
💠Continued brand visibility through events; in-house R&D creating long-term IP and margin expansion potential
💠Q4 seasonality strong; Q2 relatively slower but mitigated by multi-geography client base
@ProjectsTelge
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💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
Our work on the Lake Wylie High School project is now featured as an official case study by Trimble on their global platform.
Read more: https://t.co/DHUO8uiB6t
#TelgeProjects #Trimble #BIM #TeklaStructures #StructuralSteel #Construction #Engineering
A proud milestone for us — our new office in #Nashik is now open.
Strengthening capabilities, expanding possibilities, and moving forward with purpose. 🚀
#NewOffice #Growth #Milestone #TelgeProjects
#SME #Telge #TelgeProjects
Telge Projects H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Management expects H2 FY26 revenue to be 25% to 30% higher than H1
💠Implying full-year revenue growth ~40-42cr
💠Looking ahead to FY27, the company expects 70–80% YoY growth organically
💠Faces no impact of tariffs or H1B-related concerns due to its strong local presence in the U.S
▫️EBITDA margins are expected to remain at ~30-35% for full year
💠Anticipates a 40% margin in the second half of the year
💠Reason PAT did not grow proportionately in H1 was due to strategic upfront investments in manpower, training cycles (3-6 months) technology, and R&D; were expensed upfront rather than capitalized
💠Expects H2 margins to be better as no major hiring is planned in the coming period
▫️Transitioning to Quarterly Financial Results soon
👉Order book / projects and pipeline:
▫️Confirmed : ~10.5cr+
▫️High-Probability Orders (Advanced Stage): ₹8–10 Cr
▫️Active Request for Quotations Under Estimation: ₹15–18 Cr
💠Targets a maximum execution capacity of ₹4.5 to 5 Cr per month starting in Jan'26
💠Customer base grew from 53 to 80 clients in H1 FY26, adding 27 new clients
💠Approximately 70% repeat business recorded in H1
💠Revenue mix in H1 FY26 saw a contribution of 84% from Steel and 16% from Precast services
▫️Pipeline:
💠 Shift toward better rate clients with bigger ticket sizes, often reaching ₹1 Cr per project
💠Preparing to expand into Canada, New Zealand, and Southeast Asia
💠Actively seeking collaborations through European EPC partnerships to gain experience and exposure in those projects
💠Also exploring new service lines like architectural services, engineering design, and potentially Mechanical, Electrical, and Plumbing services
👉 Others :
▫️Inorganic Growth Strategy
💠Actively evaluating two U.S. companies for acquisition (one Architecture Background and one Structural Design)
▫️Technology and R&D
💠Developing proprietary IP and BIM intelligence systems, including Tekla automation modules, optimization tools, and AI-driven BIM dashboards
▫️Market context: Temporary slowdown experienced in H1 FY26, particularly affecting the U.S. market, was external, attributed mainly to a 45-day U.S. Government Shutdown and policy transition uncertainties which caused fabricators to delay releases
💠Projects were placed on hold but not canceled
#telge excellent read.
All the good points covered in below thread.
Got some easy allotment and added in Pre open as well.
CMP - 110
#TelgeProjects
#smeipo
Telge Projects 110
Excellent and Honest Promoters
Work as Civil Design Service providers for US clients - major part of revenue 95-98%
2 US companies are subsidiaries which provide major work
A heartfelt thank you to all our investors for believing in our vision. With your trust, we move forward in our journey of building sustainable and future-ready infrastructure for tomorrow.
#TelgeProjects #IPO #SustainableInfrastructure #FutureReady #Milestone
🚀 IPO Opening Tomorrow! 🚀
We are delighted to announce the IPO of Telge Projects Ltd. on the BSE SME Platform.
With a vision of building milestones and powering futures, this marks a significant step forward in our journey.
RHP - https://t.co/D2JaHDn93W
#TelgeProjects #IPO
May the festival of colors brighten your life with happiness, health ,success and you all are blessed with peace and prosperity. Wishing you all a very Happy Colorful Holi 2022.
#happyholi2022🌈🔫#holifestivalofcolours 🎨🖌️#Holi2022💥 #Safeholi🙂#Telgeprojects #TPPL #BIM
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