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Earnings call · Apr–Jun 2026

Nava Limited

Transcript filed on BSE on 19 Aug 2026 · 5 people from the company · 7 analysts asked questions

TL;DR

Nava reported consolidated total income of ₹1,269 crore in Apr–Jun 2026, an all-time quarterly high. The company's Energy & Mining business performed well with MEL's 300-MW plant at 89.3% PLF. MEL Phase 2 thermal expansion is now expected in Jul–Sep 2027 (June-July), delayed by geopolitical & supply chain challenges.

The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.

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From the company

  • Shubham Borade
  • Ashwin DevineniMD & CEO
  • Srinivasa Rao
  • Nikhil DevineniExecutive Director
  • Management

Questions came from

Topics in this call

Margins 12Capex & capacity 12Outlook 11Costs 10Prices 3Debt & cash 3

Opening remarks

Shubham Borade

Thank you, Ananya. Good afternoon to all. On behalf of ICICI Securities, I welcome you all to the Q1 FY27 Earnings Call of Nava Limited. Today, we have with us from the management, Mr. Ashwin Devineni, Managing Director and CEO; Mr. GRK Prasad, Executive Director; Mr. Nikhil Devineni, Executive Director; Mr. B. Srinivas Rao, CFO; and Mr. VSN Raju, Company Secretary.

We will begin with the opening remarks from the management, which will be followed by a Q&A. Thank you, and over to you, sir.

Read the whole call: 155 paragraphs, 9 analysts' questions with every answer, 7 marked passages.

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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.

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