AI-generated · cited to primary sources · not investment advice
Quality Power El (544367) Nov 2025 Filing Analysis
Does management do what it says?
The company achieved a consolidated EBITDA margin of 22.5% in Q2 FY26, significantly higher than the initial high-teens guidance. (5 exceeded across 5 tracked commitments)
“And the current focus is to bring them to the 15%.”
The order backlog has grown to over ₹7,750 million, surpassing the previous baseline of ₹7,500 million. (3 exceeded, 1 met, 1 revised across 5 tracked commitments)
“On the long-term or what is the short and medium-term, we have already guided the market to between INR 700 crores to INR 800 crores in revenue”
The projects are on track for completion within the month of the report (November 2025). (2 in progress across 2 tracked commitments)
“The Global Coil Factory at Kupwad MIDC, Sangli remains ahead of schedule, with commissioning targeted before June 2026.”
See the full cited Management analysis of Quality Power El
What could break the thesis?
The risk is STABLE. While the company lists 210+ clients, its 'Marquee Clients' list still features the same dominant OEMs (GE, Hitachi, Siemens, ABB). The order book of Rs. 8,300 million remains concentrated within these high-voltage industry leaders. (1 stable)
“Fortune 500 Customers: GE T&D India, Hitachi Energy, Siemens, PGCIL”
See the full cited Risk analysis of Quality Power El
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