Expectations for Q4 FY25
Management has given revenue guidance for FY25 at Rs. 2,500 crores. Company has done 1505 Rs in 9M FY25 & 604 Cr in last Quarter, company has to done 1000 Crores revenue in Q4 to achieve the guidance.
For FY26, the company expects a revenue growth of 30% to 40% over FY25, indicating a potential revenue of Rs. 3,250 crores to Rs. 3,500 crores.
The company reported one of its best EBITDA margins in Q3 FY25 i.e. 19%, but management emphasizes maintaining an average EBITDA margin of 15% to 16% on a yearly basis.
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I have been following the the smart meter installation data of Genus power of past few months from the below website All India Smart Metering Status | National Smart Grid Mission, Ministry of Power, Government of India
The monthly smart meter installtion numbers of Jan-25 and Feb-25 are clearly more than 50% of the average monthly installations of the last quarters. So there is every possibility of Genus achieving the guidance. Below is the number of smart meters installed data of Genus power which I tracked from the website over the months:
Oct-24 (upto 28th Oct): 3,58,579
Dec-24 (upto 25th Dec): 4,25,381
Jan-25 (upto 22nd Jan): 5,59,878
Feb-25 (upto 18th Feb): 4,88,578
Hope this helps..
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An update on how fast the installations are happening in FY26. As seen above, on average Genus was installing close to 4.5 lakh meters in the months of Dec’24 to Feb’25. These numbers have gone substanatially higher. Let me give you the numbers from the portal of Apr’25 and May’25:
Apr’25 (upto 29th April): 12,50,000
May’25 (upto 15th May): 6,50,000
It is giving a clear signal that Q1FY26, they will do average installations of atleast 12 Lakhs which is close to 2.5x compared to the average monthly instllations of Q4FY24. As I project Q4FY25 to be a blockbuster results for Genus, Q1FY26 will unleash it as the market leader in Smart metering installtion. Really excited to grow with Genus in this journey.
(Note: The numbers on the portal, filtered with Genus name, gives not only the data of projects where genus is associated as a AMISP but also where Genus partnered with entities like Adani, Intellismart, etc. So the above numbers and previous numbers may not be solely of Genus’s installation but only shows how substantially the installtions are increasing)
Dis: Invested
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Q4 result out… Impressive figures.. 936 CR revenue and achieve annual revenue Target of 2500 CR.
Promotor revoke the 8 lacs shares pledged..
Expecting such growth remain continue for 2025-26 also…
Expert comments invited..
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Q4 FY25 Results
• Massive Revenue Growth and 4x PAT
• With Margin Expansion
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These are overall numbers and not just Genus alone, right? Hard to decipher Genu’s growth given these are aggregate numbers but I guess a rising tide lifts all boats 
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Revenue and PAT growth are good but cash flow generation is poor. Negative OCF
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A lot of orders are govt orders;I don’t think there is much scope for improvement in cashflows;Unless they pressure the govt;But they can’t due to the massive orders;
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