BSECompany Update3d ago · 11 Nov 2026, 11:18 am

Pursuant to Regulation 30 of SEBI (LODR) 2015, please find enclosed the transcript of the conference call of the company held on 04th November 2026.

Concord Enviro Systems Ltd · 544315

✦ AI Summary▲ PositiveResults

Concord Enviro Systems Ltd announced its Q2 FY27 earnings conference call transcript, highlighting a positive demand for environmental and industrial water and wastewater treatment solutions, with a 68% domestic revenue concentration and a 32% international revenue concentration. The company maintained adequate inventory and critical stocks, and its order book stood at INR7,000 crores. The management discussed the broader demand, business mix, and geopolitical developments affecting operations in the GCC region.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk4/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Concord Enviro Systems Ltd - 544315 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Attachments (1)

📄

cb8bcb89-b9c2-4fc7-8b2c-7cb37006ded6.pdf

pdf

Download →
View document text
Concord Enviro Systems Limited 101, HDIL Towers, Anant Kanekar Marg, Bandra (E), Mumbai – 400 051, India T +91 22 6704 9000 F +91 22 6704 9010 E cs@concordenviro.in W www.concordenviro.in Date: 11th November 2026 CIN L45209MH1999PLC120599 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Dalal Street, Complex, Bandra (E), Mumbai – 400051. Mumbai – 400001. Scrip Symbol: CEWATER Scrip Code: 544315 Dear Sir/Madam, Sub: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015: Transcript of Conference Call held on November 04, 2026. Pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed transcript of Conference Call of Concord Enviro Systems Limited (“Company”) held on November 04, 2026. The same is being uploaded on the Company’s website and can be accessed at https://www.concordenviro.in/investors.php. The above is for your information and record. Thanking you, For Concord Enviro Systems Limited Prerak Goel Director DIN: 00348563 Place: Mumbai Encl: As above “Concord Enviro Systems Limited Q2 FY27 Earnings Conference Call” November 04, 2026 MANAGEMENT: MR. PRAYAS GOEL – CHAIRMAN AND MANAGING DIRECTOR – CONCORD ENVIRO SYSTEMS LIMITED MR. PRERAK GOEL – EXECUTIVE DIRECTOR – CONCORD ENVIRO SYSTEMS LIMITED MR. SHLESHANK LAHERI – GROUP CHIEF FINANCIAL OFFICER – CONCORD ENVIRO SYSTEMS LIMITED MODERATOR: MR. KANAV KHANNA – ERNST & YOUNG (EY LLP) Page 1 of 20 Concord Enviro Systems Limited November 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to Concord Enviro Systems Limited Q2 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Kanav Khanna from EY IR Team. Thank you, and over to you, sir. Kanav Khanna: Thanks, Sonam, and good morning to all the participants, and thank you for joining us in the Q2 FY27 earnings call. Please note that we have mailed out the results to everyone, and you can see it on the exchanges and on our website. In case you haven't received it, we'll be happy to send it over. Before we proceed to the call, let me remind that the discussions may contain some forward- looking statements and invoke some known and unknown risks, uncertainties, and factors. Must be viewed in conjunction with our business model and could also cause future results and performance to vary significantly from what has been implied. To take the results of the quarter and half year and to answer to all your queries, we have the management of Concord Enviro Systems Limited with us. Mr. Prayas Goel, Chairman and Managing Director, Mr. Prerak Goel, Executive Director, and Mr. Shleshank Laheri, Group CFO. We'll start with the brief overview of the quarter gone past and we'll follow it up with some questions and answers. With that being said I'll transfer the call to the management. Over to you, Prayas. Prayas Goel: Thank you, Kanav. Good morning, ladies and gentlemen, and a warm welcome to the Concord Enviro Systems Q2 and H1 FY27 earnings call. Thank you for taking the time to join us today. Let me begin with an update on the key developments across our businesses before taking you through our performance during the quarter and the first half of the financial year. The broader demand for environmental and industrial water and wastewater treatment solutions remains encouraging. Increasing concerns around industrial water availability, tighter environmental compliance requirements, and growing focus on water recycling continue to support demand for ZLD (zero liquid discharge), wastewater recycling, desalination, and membrane-based treatment solutions. We are witnessing healthy opportunities across sectors such as steel, solar manufacturing, chemicals, pharmaceuticals, food and beverage, and industrial wastewater recycling as general. Our integrated business model positions us well to address these opportunities. Our offerings span across water and wastewater treatment systems, operation and maintenance services, aftermarket solutions such as spares and consumables. Our business and revenue mix during the quarter remained predominantly India-focused. Domestic revenue represented approximately 68% of Q2 FY27 revenue, while international revenue accounted for approximately 32%. This domestic concentration supported the Page 2 of 20 Concord Enviro Systems Limited November 04, 2026 improvement in quarterly revenue despite a relatively low contribution from export orders during the period. The first half performance should be viewed in the context of the temporary supply chain disruption experienced recently. Geopolitical developments in the Middle East affected operations in the GCC region and created supply chain and logistics constraints, including delays in the movement of membranes and other critical components from the UAE. These factors delayed project execution and shipments in Q1 and consequently affected the H1 FY27 comparison. During Q2, execution improved and the business returned to year-on-year revenue growth. We continue to maintain adequate inventory and critical stocks to support both domestic execution and future export requirements. This inventory discipline provides us with greater resilience against logistics volatility and positions us to respond quickly as international dispatches on projects schedules, which are now normalizing. Coming to our order book, it stood at INR7,164 million as of September 30th, 2026. Representing a 34% growth on a year-on-year sequential basis. The momentum in order book inflows also remains strong, with domestic order inflows during the first half of FY27 increasing by 55% compared to H1 last year. During the quarter, we also secured a significant order from a leading global alco-bev player for its Mexico plant, further strengthening our order book. Overall, our order book is healthy, reflecting the strength of the underlying demand environment and the increasing scale of opportunities available to the company. Our focus has now moved decisively from launching new initiatives to implementing and executing them. The platforms and products introduced over the past year are progressing into customer engagement, order conversion, project delivery, and commercial scale-up. The H-Xtreme heat exchanger continues to gain traction, and we have received orders that validate customer interest in the product. Its corrosion-resistant design and application across demanding industrial environments expand our addressable market beyond conventional water treatment, wastewater treatment, and provide an additional technology-led growth avenue. Our compressed biogas CBG is also progressing from development into execution, supported by orders received in the CBG segment. This leverages our capabilities in anaerobic digestion and enables customers to convert organic waste into renewable energy while lowering their environmental footprint. The industrial dehumidification opportunity through our partnership with WaHa is also now in motion. The partnership broadens our portfolio into humidity control and industrial product drying while creating cross-selling opportunities across industries where we already have customer relationships, including pharmaceuticals, food and beverages, battery manufacturing, solar manufacturing, and semiconductors. Our momentum in the solar manufacturing sector has also strengthened. On October 1st, 2027, subsequent to the close of Q2, our wholly owned subsidiary Rochem Separation Systems (India) Private Limited received orders agg [Showing first 8,000 characters — download PDF for full document]