Synopsis: CG Power & Industrial Solutions Limited reported strong FY26 performance with revenue rising 25% to Rs. 12,418 crore and net profit growing 23% to Rs. 1,199 crore, supported by 33% order inflow growth and a strong order book of Rs. 17,107 crore.
This Large-Cap Semiconductor Stock, engaged in manufacturing and supplying electrical equipment, power systems, industrial machinery, automation solutions, and energy-efficient products for diverse industries globally, jumped 5.10 percent after the company reported strong March quarterly results with a 32.48 percent YoY increase in net profit.
With a market capitalization of Rs. 1,35,625.68 crores, the share of CG Power & Industrial Solutions Limited has reached an intraday high of Rs. 872.25 per equity share, rising nearly 5.10 percent from its previous day’s close price of Rs. 829.95. Since then, the stock has retreated and is currently trading at Rs. 861 per equity share.
Q4 FY26 Result Walkthrough:
Coming into the quarterly results of CG Power & Industrial Solutions Limited, the company’s consolidated revenue from operations increased by 25.03 percent YOY, from Rs. 2,753 crore in Q4 FY25 to Rs. 3,442 crore in Q4 FY26, and grew by 8.41 percent QoQ from Rs. 3,175 crore in Q3 FY26.
In Q4 FY26, CG Power & Industrial Solutions Limited’s consolidated net profit increased by 32.48 percent YOY, reaching Rs. 363 crore compared to Rs. 274 crore during the same period last year. As compared to Q3 FY26, the net profit has increased by 27.82 percent, from Rs. 284 crore.
The basic earnings per share increased by 30.34 percent and stood at Rs. 2.32 as against Rs. 1.78 recorded in the same quarter in the previous year, FY2025.
Annual Performance of FY26:
CG Power & Industrial Solutions Limited’s revenue has increased from Rs. 9,909 crore in FY25 to Rs. 12,418 crore in FY26, which has grown by 25.32 percent. The net profit has also grown by 23.23 percent from Rs. 973 crore in FY25 to Rs. 1,199 crore in FY26.
The annual basic earnings per share increased by 20.25 percent and stood at Rs. 7.66 as against Rs. 6.37 recorded in the financial year 2025.
CG Power & Industrial Solutions Limited’s revenue and net profit have grown at a CAGR of 28.66 percent and 55.18 percent, respectively, over the last five years. In terms of return ratios, the company’s ROCE and ROE stand at 16.8 percent and 16.2 percent, respectively. CG Power & Industrial Solutions Limited’s debt-to-equity ratio is 0.87x.
Order Book:
CG Power & Industrial Solutions Limited reported a strong growth in its order book during Q4FY26 and the full financial year. The company received new orders worth Rs. 5,335 crore in the fourth quarter, showing a healthy 39 percent year-on-year growth.
For the full year FY26, total order intake stood at Rs. 19,616 crore, reflecting a strong 33 percent increase compared to the previous year. This growth highlights strong demand for the company’s products and services across its business segments.
The company’s unexecuted order backlog, which represents future revenue to be completed, stood at Rs. 17,107 crore as of 31 March 2026. This was 61 percent higher compared to the previous year, indicating a strong pipeline of projects and good business visibility ahead.
Brokerage Viewpoints:
Jefferies, a prominent brokerage firm, has recommended a “Hold” call on CG Power & Industrial Solutions Limited with an increased target price to Rs. 745 per share from Rs. 600 per share, indicating a downside potential of 13.47 percent from its current price of Rs. 861 per share.
Jefferies maintained a Hold rating on CG Power and Industrial Solutions and raised the target price as the company’s core power business continues to perform strongly with steady demand and healthy growth.
However, losses in the semiconductor business are still impacting overall earnings, while the industrial segment continues to see weak profitability. The higher target reflects confidence in the long-term growth of the power business, but near-term pressure from semiconductors and weak industrial margins limits the scope for a more positive rating.
Company Overview:
CG Power and Industrial Solutions Limited is an Indian electrical engineering and industrial machinery company headquartered in Mumbai, Maharashtra. Established in 1937, it is a major player in power systems, industrial equipment, and railway electrification, serving both domestic and international markets.
The company operates nine manufacturing facilities in India and plants or subsidiaries in Sweden, Germany, and the Netherlands. It serves customers across more than 80 countries.
Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
The post ₹17,107 Cr Order Book: Semiconductor Stock Jumps 5% After Announcing Strong Q4 Results appeared first on Trade Brains.