• Financial guidance: Genus Power has raised its FY27 revenue guidance to ₹6,500 crore from ₹6,000 crore, but expects EBITDA margins to moderate to 18% due to fixed-price contracts, currency fluctuations, and imported raw material costs.
• Order book pipeline: The current order book stands at ₹25,200 crore, with management expecting 8.5 to 9 crore smart meters to be finalized across various state tenders in FY26–27.
• Meter installation targets: After installing approximately 76 lakh meters last financial year, the company targets commissioning over 1 crore meters in the current financial year.
• Export revenue target: The company is refocusing on strategic international markets and aims to scale its export revenue to ₹500 crore over the next three financial years.
• Capex outlook: Following a ₹200 crore outlay last year, no major capex is planned for this financial year beyond minor allocations toward gas meter manufacturing capacity.