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Thermax

Thermax Limited is an Indian multinational engineering company headquartered in , specializing in sustainable solutions for and the . Founded in 1966 as Wanson India by A. S. Bhathena, the company initially focused on manufacturing and later evolved into Thermax Limited, a leading provider of integrated technologies in heating, cooling, power generation, water and , control, and specialty chemicals. With a commitment to "conserving resources and preserving the future," Thermax supports industries in enhancing resource productivity and minimizing environmental impact through innovative and turnkey projects, including large boilers, systems, plants, and recovery solutions. The company operates globally, serving customers in 88 countries via 29 international offices and 14 manufacturing facilities (10 in and 4 overseas), alongside 7 domestic and 21 overseas subsidiaries. In FY 2024-25, Thermax achieved a consolidated operating of ₹10,389 , reflecting an 11% year-over-year growth, driven by demand for technologies and environmental compliance solutions. Under the leadership of Chairperson Meher Pudumjee, Thermax continues to prioritize , , and investments in green energy to address global challenges like and resource scarcity.

Company Overview

Founding and Early Incorporation

Thermax was founded in as Wanson India by A.S. Bhathena in collaboration with the Belgian company Wanson, initially operating from to manufacture small coil-type packaged boilers known as Vaporax. This venture marked the company's entry into steam boiler technology, with an initial workforce of 145 employees and an annual turnover of INR 20 lakhs, positioning it as a pioneer in providing efficient generation solutions for use. The early focus of Wanson India centered on harnessing power for diverse industrial applications, including heating and process needs in sectors like textiles and manufacturing, through innovative designs tailored to conditions. A key milestone came in when the company acquired Tulsi Fine Chemicals, establishing its chemicals business as a strategic backward integration to support operations with essential chemical additives for and efficiency enhancement. The transition to formal incorporation involved the end of the Wanson collaboration and a restructuring in 1980, when Wanson India was amalgamated with Thermo-Dynamics Private Limited and Thermax India Private Limited to form Thermax Private Limited, adopting the vision of conserving and preserving the . This renaming and incorporation solidified the company's independent identity as Thermax Limited, laying the groundwork for its evolution into broader and sectors.

Headquarters and Global Presence

Thermax Limited is headquartered in , , , with its corporate office at Thermax House, 14 Mumbai-Pune Road, Wakdewadi. The company was incorporated as Thermax Limited in 1980, establishing its primary headquarters in shortly thereafter to centralize operations following its early development phase. The registered office is located at D-13, MIDC Industrial Area, R.D. Aga Road, , . As of FY 2024-25, the company maintains 12 manufacturing facilities in , including the Chinchwad plant in for boilers and heating solutions, the Shirwal facility near for advanced energy systems through its subsidiary Thermax Energy Solutions, the Jhagadia plant in for chemicals and resins, and the Paudh site in for performance chemicals. Internationally, Thermax operates four manufacturing sites, located in and in , and in and in and , supporting localized production for regional markets. These facilities focus on key product lines such as boilers, chillers, and chemical processing equipment. Thermax's global footprint extends to over 90 countries, facilitated by 29 international offices and 22 domestic ones, with subsidiaries and operations in key regions including , the , , , and . The group comprises 28 domestic subsidiaries in , such as Thermax Onsite Energy Solutions Limited and First Energy Private Limited, and 21 international subsidiaries, including Thermax Inc. in the United States (headquartered in ) and Thermax Europe Sp. z o.o. in . This network has evolved from the company's Indian origins into a multinational presence serving diverse industrial sectors. As of March 31, 2025, Thermax employs approximately 5,601 people, including 4,437 permanent employees and 1,164 permanent workers, supporting its worldwide operations. The company invests in through its Research, Technology and Innovation Centre (RTIC) in , staffed by over 130 engineers focused on sustainable technologies like clean energy and environmental solutions.

History

Establishment and Initial Growth (1966–1980)

Thermax was established in 1966 as Wanson India, a between entrepreneur A. S. Bhathena and the Belgian firm Wanson, focused on manufacturing small coil-type packaged boilers known as Vaporax for generation. Based in , the company initially employed 145 people and achieved a turnover of INR 20 lakhs in its first year, targeting the growing demand for efficient heating solutions in 's post-independence sector. This early emphasis on addressed the need for reliable systems in sectors like textiles, chemicals, and , where traditional methods were inefficient and energy-intensive. By 1973, Thermax expanded its product line with the development of Multitherm, 's first packaged designed for local , and secured its initial export order for paint booths to the , signaling early international recognition. In 1975, Thermax entered the business to complement its operations. In 1976, Thermax marked a strategic shift toward backward integration by acquiring Tulsi Fine Chemicals, which evolved into the company's dedicated chemicals division for producing resins and additives essential to operations. This move reduced dependency on imported materials and supported the core business by enabling customized chemical solutions for and prevention in steam systems. The acquisition aligned with India's push for in industrial inputs during the , enhancing Thermax's in an era of import restrictions and rising domestic manufacturing. The period also presented significant challenges, including the scarcity of indigenous expertise for advanced design in post-independence , where the company relied heavily on from its Belgian partner to bridge knowledge gaps. proved difficult amid limited industrial infrastructure and skepticism toward innovative steam recovery techniques, such as utilizing factory , which required educating customers on benefits in a cost-sensitive economy. Despite these hurdles, Thermax's focus on localized adaptations helped it gain traction in key Indian industries by the late 1970s. In 1980, the company underwent restructuring through the incorporation of Thermo-Dynamics Pvt. Ltd. on June 30, followed by the of Wanson India and Thermax India Pvt. Ltd., renaming it Thermax Pvt. Ltd. and solidifying its foundational structure.

Expansion and Diversification (1981–Present)

In 1986, Thermax launched the Thermax Service Franchise Scheme, marking the first such initiative in the industry to enhance service accessibility and support network across . This move broadened the company's after-sales capabilities for its and heating equipment, facilitating wider . The following year, in 1987, Thermax entered into a technical collaboration with of to introduce vapour absorption machines, diversifying its portfolio into energy-efficient cooling solutions and establishing early expertise in absorption refrigeration technology. The 1990s and early 2000s saw Thermax's strategic shift toward international expansion and technological diversification. In 1989, the company formed a joint venture with Babcock & Wilcox to bolster its capabilities in large-scale boiler manufacturing. By 2000, Thermax acquired M.E. Engineering Ltd. in the UK, gaining a foothold in European markets and enhancing its global engineering presence. Further growth included the 2004 buyout of Babcock & Wilcox's stake in the joint venture and the opening of an office in China, alongside a 2007 technology agreement with Balcke-Dürr for air pollution control systems. These steps positioned Thermax as a key player in engineering, procurement, and construction (EPC) projects for industrial sectors. In 2009, partnerships with GE Water and Wehrle Werk AG advanced its water and wastewater treatment offerings, while the acquisition of Danstoker in Denmark in 2010 strengthened renewable energy solutions. From the 2010s onward, Thermax intensified its focus on and environmental solutions, aligning with global shifts toward cleaner technologies. The 2010 joint venture with for supercritical boilers expanded EPC capabilities in high-efficiency power generation. In 2017, Thermax commissioned India's largest waste heat recovery power plant and acquired assets in to support Eastern European growth. The 2019 full acquisition of Thermax SPX Energy Technologies Ltd. integrated advanced heat recovery systems into its operations. By 2021, the company extended its renewable energy portfolio to include and battery storage, followed in 2022 by the formation of Thermax Bioenergy Solutions Pvt. Ltd. for bio-CNG projects, emphasizing conversions. In the 2020s, Thermax has prioritized the , with a strong emphasis on as a of its diversification strategy. In 2025, Thermax announced a with HydrogenPro ASA to indigenize technology for large-scale production, aiming to deliver integrated solutions for projects in and beyond. In June 2025, Thermax inaugurated its Solid Oxide Electrolyser Cell (SOEC) pilot facility in to advance initiatives. This collaboration supports scalable, applications in storage, emission control, and transportation. Thermax's broader initiatives, including participation in the Green Energy & Hydrogen Summit 2025, underscore its role in facilitating low-carbon industrial processes through , renewables, and technologies.

Business Operations

Energy Solutions

Thermax's energy solutions encompass a range of heating, cooling, and power generation technologies designed to enhance and promote . These offerings focus on utilizing diverse sources, including solid, liquid, and gaseous fuels, as well as , to meet process and power requirements across various sectors. In heating, Thermax provides boilers such as Atmospheric Fluidised Bed (AFBC) and Circulating Fluidised Bed (CFB) boilers, which enable efficient of solid fuels like , , and , including and stalk. AFBC boilers offer a cost-effective alternative to conventional solid -fired systems by fluidizing a bed of crushed or sand for cleaner and reduced emissions. CFB boilers extend this capability to higher capacities, supporting generation for applications. Additionally, boilers capture exhaust heat from processes like coke or gas turbines, converting it into usable or hot to minimize . Thermax also offers systems and thermic heaters, with the latter providing coil-type designs for instant in capacities ranging from 0.1 to 25 million kcal/hr, suitable for precise in sectors like metals, , and and beverage. These heating solutions emphasize by optimizing use and integrating with for overall . Cooling solutions from Thermax include vapour absorption chillers and , which leverage sources rather than for operation, aligning with goals. Vapour absorption chillers, available in capacities from 35 kW to 12,000 kW, use , , or hot water to drive the cooling cycle, providing an energy-efficient alternative to compressor-based systems for and process cooling. The AquaNexa series, an air-to-water , extracts from ambient air to generate hot water up to 60°C, with models offering heating capacities of 19–75 kW and up to 75% savings compared to traditional electric heaters. These systems are particularly effective in commercial and industrial settings, such as and pharmaceuticals, where they support by utilizing low-grade . For power generation, Thermax delivers exhaust gas boilers and cogeneration systems that enhance industrial . Exhaust gas boilers recover heat from engine or exhaust to produce , with installations supporting capacities up to 500 t/hr in gas combined cycle plants. Cogeneration systems, or combined heat and (CHP) setups, simultaneously generate and useful from a single fuel source, achieving efficiencies up to 80% and reducing operational costs in sectors like metals and . These solutions are applied in captive plants and waste heat recovery plants, focusing on reliable and output for process needs while conserving energy through integrated heat utilization.

Environmental and Chemical Solutions

Thermax's environmental solutions emphasize sustainable management of , , and air emissions, integrating advanced technologies to minimize industrial ecological footprints. In and , the company offers comprehensive systems designed for and , addressing challenges in sectors like and municipalities. Key offerings include the BioCask sewage treatment plants, which utilize a single-stage in modular, plug-and-play units suitable for basement installations and capacities ranging from 50 to 300 kiloliters per day (KLD), enabling efficient domestic with reduced operational costs. (ZLD) systems further support resource optimization by treating industrial effluents through multi-effect evaporators, achieving up to 99% reuse, as demonstrated in a 2025 implementation for a major facility that recycled treated back into operations. Complementary to these, EcoDose dosing pumps provide automated chemical injection for precise , ensuring optimal dosing levels with online monitoring for real-time parameter control. For air pollution control, Thermax Enviro specializes in particulate and gaseous emission mitigation through turnkey () projects tailored to industrial needs. Electrostatic precipitators (), a flagship technology, capture fine particles with high efficiency and have been deployed in over 2,000 units across and international markets, often customized for power plants and heavy industries. Bag filters, or fabric filters, complement ESPs by trapping submicron particulates in high-dust environments, while remove acidic gases like and via wet or dry absorption processes. Catalytic converters target volatile organic compounds and nitrogen oxides through , enhancing compliance with stringent emission norms. The innovative ComboFilter integrates ESP and bag filter functionalities, offering hybrid efficiency for complex emission profiles in and metallurgical applications. The chemicals division bolsters these environmental efforts with specialized formulations for purification and process enhancement. In 2025, Thermax commissioned a new chemical manufacturing facility in , , with a capacity of 3,838 MT/year, strengthening its presence in . Tulsion® ion exchange resins, manufactured under Thermax's premium brand for over 35 years, facilitate demineralization, deionization, and softening by exchanging ions in streams, with variants like strong acid cation (e.g., T-42) and anion (e.g., A-62 MP) resins effectively removing organics, nitrates, and hardness-causing minerals. Boiler treatment chemicals prevent and in thermal systems, while performance chemicals optimize processes across oil fields and textiles, promoting without excessive resource use. Thermax's EPC services extend these solutions to large-scale environmental projects, delivering integrated systems for air, water, and . In 2025, the company advanced green initiatives through a partnership with HydrogenPro to indigenise for production, providing end-to-end execution for hydrogen projects that align environmental controls with transitions.

Corporate Governance

Leadership Team

Ashish Bhandari serves as the Managing Director and of Thermax, having been appointed to the role in September 2020 and reappointed for a five-year term effective September 1, 2025. Under his leadership, Thermax has emphasized sustainability initiatives, including advancements in technologies and solutions, while pursuing growth through international expansion in regions like and . Bhandari was recognized as the 'CEO of the Year 2025' in the category by Machinist, highlighting his contributions to and operational efficiency. The executive team supports Bhandari in overseeing Thermax's business segments, with a focus on innovation in energy transition and enhancing operational efficiency across energy and environmental solutions. Rajendran Arunachalam, as Executive Vice President and Group Chief Financial Officer, manages financial strategy and resource allocation to support sustainable growth and segment performance. Santanu Chaudhuri, the Chief Technology Officer, drives technological advancements, including R&D for low-carbon solutions and digital integration to improve efficiency in industrial processes. B.C. Mahesh, President of the Industrial Products Business, leads initiatives in power generation technologies, contributing to energy transition projects such as electric boilers and emission reduction systems. In 2025, the team has adopted the philosophy of "Business with a Purpose," which guides strategic decisions toward meaningful growth, positive societal impact, and alignment with global goals, as emphasized during the annual and New Year messaging. This approach integrates oversight of business segments with innovations like AI-powered operations and vendor programs for zero-defect , fostering .

Board Structure and Ownership

Thermax Limited's consists of a balanced composition of , non-executive, and directors, ensuring effective oversight and strategic guidance. The board comprises nine members as of 2025, including one , two non-executive directors, and six directors. Meher Pudumjee serves as the non-executive Chairperson, a position she has held since October 5, 2004, following the legacy of her mother, Anu Aga, and grandfather, founder Rohinton Aga, who established Thermax in 1966. Pheroz Pudumjee, her husband and also a non-executive director, brings expertise in engineering and management to the board. Among the independent directors, notable members include Parag Shah, a seasoned finance professional, and Harsh Mariwala, who acts as the Lead Independent Director, alongside Dr. S. B. Pandit, Rajani Kesari, Dr. Ravi Gopinath, and Shyamak R. Tata. Ownership of Thermax is dominated by the promoter group, with Indian promoters holding approximately 61.99% of the equity shares as of September 30, 2025. The primary entity within the promoter group is RDA Holdings Private Limited, which controls about 53.99% of the stake, reflecting the enduring influence of the founding family. The remaining shares are held by public shareholders (around 32.56%) and non-promoter non-public entities (5.46%), with the company publicly listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) since 1984. Thermax adheres to robust practices in line with the , and SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, emphasizing board independence, ethical conduct, and transparency. The company maintains policies such as a for directors and senior management, a Whistle Blower Policy, and an Anti-Bribery and Anti-Corruption framework to uphold . Additionally, Thermax integrates into its through annual CSR plans and comprehensive reporting on environmental and social initiatives, as outlined in its 2024-25 Integrated . The board evaluates its performance annually and ensures compliance with Indian standards for director independence and committee structures.

Financial Performance

Thermax Limited reported consolidated revenue from operations of INR 10,388.69 for the 2025 (FY25), marking an 11% year-over-year (YoY) increase from INR 9,323 in FY24. This growth reflects a (CAGR) of approximately 11% in recent years, driven by sustained demand in core industrial segments amid India's . Profitability trends showed resilience despite segment-specific challenges, with consolidated net profit attributable to equity holders at INR 626.70 in FY25, a marginal decline of 2.6% from INR 643.19 in FY24. EBITDA margins stood at 8.7% for the full year, supported by improved operational efficiencies in high-margin areas. The Products segment significantly influenced these trends, registering 55% revenue growth from FY22 to FY24, particularly in metals and sub-sectors due to infrastructure-driven demand for heating and cooling solutions. Segment contributions highlighted a balanced , with Industrial Products and Industrial Infra accounting for the majority of revenue. The table below summarizes FY25 segment performance:
SegmentRevenue (INR )% of YoY Growth (%)Profit Contribution (INR )
Industrial Products4,52942.312529
Industrial Infra4,71544.16110
Green Solutions6906.436-1 (loss)
Chemicals7637.115122
Industrial Products demonstrated robust profitability expansion, while Industrial Infra faced margin pressures from project execution delays. Green Solutions and Chemicals provided diversification, with the former benefiting from sustainability initiatives. Key factors shaping these trends included the impact of projects, such as bio-CNG production and installations, which boosted Green Solutions revenue by 36% and aligned with India's target of 500 GW non-fossil fuel capacity by 2030. Post-pandemic recovery further supported growth, with India's 6.5% GDP expansion in FY25 fueling industrial demand and order inflows across metals, , and sectors. In Q2 FY26 (ended September 30, 2025), Thermax reported consolidated revenue of ₹2,474 , down 5% YoY, with net profit declining 40% to ₹119 due to execution challenges in legacy projects and higher costs in the Infra segment.

Stock Market and Valuation

Thermax Limited is listed on the (BSE) under the 500411 and on the National Stock Exchange (NSE) of under the THERMAX. The company transitioned to a full-fledged public limited entity in 1994 and commenced trading on these exchanges in 1995, marking its entry into the public equity markets. As of November 10, 2025, Thermax's share price on the NSE stood at approximately ₹3,158, reflecting a modest decline of 1.04% from the previous close. The company's was valued at around ₹37,735 , positioning it as a mid-cap within the and sector. Over the preceding 52 weeks, the exhibited , reaching a high of ₹5,355 and a low of ₹2,930, influenced by broader market trends and sector-specific developments in and environmental solutions. In terms of valuation metrics, Thermax trades at a trailing price-to- (P/E) of 56.2, indicating a valuation relative to , and a price-to-book ( of 7.70, suggesting strong market confidence in its asset base and growth prospects. The enterprise value was approximately ₹34,928 as of early October 2025, accounting for debt and cash adjustments. Analysts project an average 12-month price target of ₹3,693, with recommendations leaning toward buy, based on expected revenue growth from its core segments.

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