BSECompany Update3d ago · 17 Aug 2026, 01:32 pm

Pursuant to Regulation 30 of SEBI (LODR), 2015, enclosed herewith the transcript of Conference call of the Company held on August 12, 2026.

Concord Enviro Systems Ltd · 544315

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Concord Enviro Systems Ltd announced its Q1 FY27 earnings conference call transcript, highlighting near-term operational challenges and encouraging strategic progress across several areas of its business. Revenue performance was impacted by supply chain disruptions, but order inflows are healthy and the order book has increased to INR699 crores. The company expects execution to accelerate and growth momentum to strengthen over the coming quarters.

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Earnings Impact6/10
Growth Catalyst8/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact7/10
Market Sentiment5/10

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

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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 Date: 17.08.2026 W www.concordenviro.in 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 12th August, 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 12th August 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 Q1 FY27 Earnings Conference Call” August 12, 2026 MANAGEMENT: MR. PRAYAS GOEL – CHAIRMAN AND MANAGING DIRECTOR – CONCORD ENVIRO SYSTEMS LIMITED MR. PRERAK GOEL – EXECUTIVE DIRECTOR – CONCORD ENVIRO SYSTEMS LIMITED MODERATOR: MR. KANAV KHANNA – ERNST & YOUNG (EY LLP) Page 1 of 11 Concord Enviro Systems Limited August 12, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q1 FY27 Earnings Conference Call of Concord Enviro Systems Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during this conference call, please signal an operator by pressing * then 0 on your touch-tone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Kanav Khanna from EY. Thank you and over to you, sir. Kanav Khanna: Thanks Manav, and good morning to all the participants on the call. And thank you for joining us on the Q1 FY27 earnings call. Please note that we have mailed out the results to everyone and you can also see it on the exchanges and our website. And in case you have not received it, you can write to us, we'll be happy to send it over. Before we proceed to the call, let me remind you that the discussion may contain some forward- looking statement and may invoke some known or unknown risks, uncertainties and factors. It must be viewed in conjunction with our business model and could also cause future results or performance to vary significantly from what is being implied. To take the results for the quarter and full year and answer to all your queries, we have the management of Concord Enviro Systems Limited with us. Please welcome Mr. Prayas Goel, Chairman and Managing Director; Mr. Prerak Goel, Executive Director; and Mr. Shleshank Laheri , Group CFO. We will start the call with a brief overview of the quarter gone past and we will follow it up with some question and answers. With that being said, I'll transfer the call to the management. Over to you, sir. Prerak Goel: Hi, good morning, everyone. Thank you for joining the call. A very warm welcome to Concord Enviro's Q1 FY27 earnings call. Thank you for taking the time to join us today. The first quarter of FY27 was characterized by a combination of near-term operational challenges and encouraging strategic progress across several areas of our business. Our revenue performance during the quarter was impacted by supply chain disruptions due to the conflict in the Middle East for the better part of the quarter. However, we remain confident that these challenges are temporary and expect execution to normalize by the end of Q2 FY27. Despite the revenue impact during the quarter, our underlying business fundamentals remain robust. We are witnessing very healthy order inflows across core segments, reflecting our strength of our technology portfolio and the increasing demand for sustainable water and environmental solutions. We expect execution to accelerate and growth momentum to strengthen over the coming quarters. On the order inflow front, we continue to see encouraging momentum. Our order book has increased to INR699 crores primarily on the back of S&P order book, providing strong revenue visibility for the quarters to come. We are also witnessing a strong healthy traction for our new industrial order wins across domestic as well as international markets, supported by growing demand across industrial water treatment, ZLD, recycling, and process separation solutions, etc.. Page 2 of 11 Concord Enviro Systems Limited August 12, 2026 One of the highlights of the quarter continues to be the strong market response to our H-Xtreme heat exchanger, which we had introduced last year. This product has been gaining meaningful traction since its launch. As mentioned in the previous quarter, the product offers significant fuel savings while delivering up to 90% efficiency through recovery of both sensible and latent heat. In addition, its lightweight design and field-repairable architecture offer substantial life cycle cost advantages to our customers. So therefore, we believe that this product will start to see a lot of traction in the coming two quarters, especially in our thermal solutions segment and emerging industries such as solar, green hydrogen, semiconductors, and carbon capture applications as well. On the key strategic developments during the quarter, we also introduced our partnership with WaHa. This is a California-based company specializing in atmospheric water generation and humidity control technologies. Through this arrangement, we have invested in WaHa for a small stake in the company and also secured exclusive rights for India and UAE along with global manufacturing partnership for atmospheric water generation systems. We believe this partnership opens exciting new growth avenue for Concord. It enables us to leverage our existing customer relationships across sectors such as pharmaceutical, food and beverages, batteries, solar, and semiconductors, while expanding our portfolio beyond water treatment into atmospheric water generation, industrial drying, and dehumidification solutions. Importantly, this is a highly scalable business model that combines exclusive access to high- potential markets with participation in the global manufacturing opportunity, positioning us well to address the growing demand for sustainable water and energy efficient solutions. Alongside our technology-led initiatives, we continue to make progress in expanding our presence across new markets and industry verticals. During the quarter, we achieved an important milestone by securing our first ZLD order from Europe, marking our entry into a strategically significant market. While so far, our presence in Europe was limited to membrane systems, this is our first ZLD opportunity that we have been able to bag in the European market. So, we expect this to create additional opportunities for the company's products across the region over time. Also, talking about our Roserve Water as a Service platform, as you know, this has been performing very well. We've got some marquee projects which are being executed and it continues to gain traction with customers. As industries increasingly looking for asset-light and sustainable water management solutions, Roserve is emerging as a compelling offering that supports our broader objective of building recurring and annuity-style revenues. We remain optimistic about the long-term potential of this business and expect it to play an increasing important role in our overall revenue mix. Also taking this opportunity to mention that we have successfully delivered our first project with new REM membranes [Showing first 8,000 characters — download PDF for full document]