India · Delayed Price · Currency is INR Cemindia Projects Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 delivered 6% revenue and 9% EBITDA growth year-over-year, with a record order book of INR 31,000 crores and robust order inflow. Revenue growth guidance of 25% is maintained, supported by a strong INR 90,000 crore bid pipeline and ongoing digital transformation.
Fiscal Year 2026
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Record revenue and profitability achieved, with FY26 revenue up 9% and PAT up 60% YoY. Order book surged to INR 29,000 crore, and FY27 revenue is guided to grow by at least 25%. Margin expansion was aided by claim realizations and strong project execution.
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Q3 FY 2026 delivered strong profitability with EBITDA margin above 10% and PAT up 27% YoY, despite moderate revenue growth due to project delays. Order inflows reached INR 11,700 crore YTD, with a robust order book and guidance for 15%-20% revenue growth and stable margins ahead.
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Q2 FY26 saw 9% revenue and 39% PAT growth year-over-year, with EBITDA margin rising to 11.1%. Order book reached INR 9,700 crores, and FY26 revenue is guided to grow 20%. Data center and marine segments are key growth drivers.
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Q1 FY26 saw 7% revenue and EBITDA growth, with PAT up 37% year-over-year and a robust order inflow. Guidance remains strong with 20%-25% revenue growth and 10% EBITDA margin, supported by a healthy order pipeline and improved working capital metrics.
Fiscal Year 2025
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Q4 FY25 saw 10% revenue growth and strong margins, with FY25 profit after tax up 30% year-over-year. The order book stands at INR 18,300 crore, and FY26 guidance targets 25% revenue growth and INR 15,000–16,000 crore in new orders.
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Q3 FY25 saw 11% YoY revenue and PAT growth, with a robust order book of INR 20,000 crores and stable margins. Bangladesh project delays impacted revenue, but work has resumed. FY25 revenue is expected near INR 10,000 crores, with strong order inflow guidance and stable leverage.
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Q2 FY25 saw 24% YoY revenue growth and 34% YoY PAT growth, with strong project execution despite weather and political challenges. Order pipeline remains robust at INR 30,000 crore, with 20% revenue growth targeted for FY25 and positive impact expected from Adani Group's acquisition.
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Record quarterly revenue and profit growth driven by strong execution and operational efficiency. Order inflow guidance exceeds INR 10,000 crores, with a focus on international expansion and stable margins. Parent stake sale process ongoing, but no operational impact expected.