Prostarm Info Systems Releases Q3FY26 Earnings Call Transcript with Strong Growth
Prostarm Info Systems filed its Q3FY26 earnings call transcript revealing outstanding financial performance with 110% revenue growth and strategic BESS manufacturing expansion. The company maintains a robust order book of ₹9,460 million and expects significant growth from its upcoming 1.2 GWh BESS facility in Haryana.
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Prostarm Info Systems Limited has released the official transcript of its earnings conference call for the quarter and nine months ended December 31, 2025, following the company's strong financial performance in Q3FY26.
Earnings Call Transcript Release
The company filed the earnings conference call transcript with stock exchanges on February 18, 2026, pursuant to Regulation 30 and 46(2) of SEBI Listing Regulations. The call was held on February 16, 2026, at 02:00 p.m. (IST) and was hosted by Valorem Advisors.
| Call Details: | Information |
|---|---|
| Date: | February 16, 2026 |
| Time: | 02:00 p.m. (IST) |
| Participants: | Ram Agarwal (CEO), Abhishek Jain (CFO) |
| Host: | Valorem Advisors |
| Availability: | Company website at www.prostarm.com |
Outstanding Q3FY26 Financial Performance
The company delivered exceptional financial results for Q3FY26, demonstrating significant sequential and year-on-year growth across all key metrics.
| Financial Metric: | Q3FY26 | Q3FY25 | Y-o-Y Growth | Q2FY26 | Q-o-Q Growth |
|---|---|---|---|---|---|
| Revenue from Operations: | ₹1,605 Mn | ₹764 Mn | 110.1% | ₹659 Mn | 143.6% |
| EBITDA: | ₹203 Mn | ₹112 Mn | 81.3% | ₹113 Mn | 79.6% |
| EBITDA Margin: | 12.65% | 14.66% | (201) Bps | 17.15% | (450) Bps |
| PAT: | ₹149 Mn | ₹74 Mn | 101.4% | ₹83 Mn | 79.5% |
| PAT Margin: | 9.28% | 9.69% | (41) Bps | 12.59% | (331) Bps |
| Diluted EPS: | ₹2.67 | ₹1.73 | 54.3% | ₹1.53 | 74.5% |
Strategic BESS Expansion Plans
During the earnings call, management highlighted the company's aggressive expansion into Battery Energy Storage Systems (BESS) manufacturing. The 1.2 GWh BESS facility in Jhajjar, Haryana is nearing commissioning and expected to be operational in Q4FY26.
| BESS Facility Details: | Specifications |
|---|---|
| Location: | Jhajjar, Haryana |
| Capacity: | 1.2 GWh (single shift) |
| Potential Capacity: | 2.4-2.5 GWh (two shifts) |
| CAPEX Investment: | ₹25 crores |
| Revenue Potential: | ₹1,000-1,200 crores (full utilization) |
| Expected Utilization FY27: | 40-50% |
Robust Order Book Position
The company maintains a strong order book with significant revenue visibility for upcoming quarters.
| Order Status: | Number of Projects | Value (₹ Million) |
|---|---|---|
| Orders in Hand: | 91 | 9,460 |
| L1 Status: | 9 | 207 |
| Bid Under Evaluation: | Multiple | 7,754 |
| Total Pipeline: | 100+ | 17,421 |
Manufacturing Strategy and Capacity Expansion
The company is strategically expanding its manufacturing capabilities across multiple locations with dedicated facilities for different product segments.
| Manufacturing Unit: | Location | Products | Investment | Timeline |
|---|---|---|---|---|
| Unit-4: | Jhajjar, Haryana | BESS | ₹25 crores | Q4-FY26 |
| Unit-5: | Bakrol, Gujarat | UPS Systems (1-600 KVA) | ₹6 crores | Q1-FY27 |
| Pune Units: | Maharashtra | Customized Solutions/PCS | Existing | Ongoing |
Key Management Insights from Earnings Call
CEO Ram Agarwal emphasized the company's evolution from equipment supplier to comprehensive power solutions provider. CFO Abhishek Jain highlighted the project-based nature of business with EBITDA margins expected to remain in the 12-15% range. The management expressed confidence in achieving 20-25% growth for FY26 based on strong order book execution.
Government Policy Support for BESS
Management indicated that upcoming government policies mandating 50% domestic content for BESS tenders from April 1st will significantly benefit Indian manufacturers like Prostarm, providing pricing advantages and market protection against Chinese imports.
Strong Balance Sheet Position
The company has achieved net debt-free status with long-term debt reducing from ₹34 million in March 2025 to ₹15 million in 9M FY26, providing enhanced financial flexibility for expansion initiatives.
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