India · Delayed Price · Currency is INR Cemindia Projects Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 delivered 6% revenue and 9% EBITDA growth year-over-year, with a robust order inflow and a record INR 31,000 crore order book. Revenue growth guidance of 25% is maintained, supported by a strong bid pipeline and planned CapEx of INR 350-400 crores.
Fiscal Year 2026
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Record FY 2026 revenue surpassed INR 10,000 crores, with strong order inflow and margin expansion driven by project execution and claim realizations. FY 2027 guidance targets 25% revenue growth, 10.5%-11% EBITDA margin, and INR 25,000 crores in new orders.
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Q3 FY 2026 delivered strong profit growth despite moderate revenue gains, with EBITDA margin above 10% and PAT up 27% YoY. Order inflow remains robust, and management expects 15%-20% revenue growth next year, supported by a large order book and sustained double-digit margins.
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Q2 FY26 saw robust growth with revenue up 9% and PAT up 39% year-over-year, supported by a strong order book of INR 9,700 crores and a healthy margin profile. FY26 revenue is guided to grow 20–22%, with order inflow expected to exceed INR 15,000 crores.
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Q1 FY26 saw 7% revenue and EBITDA growth, with PAT up 37% year-over-year and a record PAT margin. Order inflow was robust, credit rating improved, and guidance for FY26 remains at 20–25% revenue growth and 10% EBITDA margin. Political and labor risks are being managed.
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 and stable margins. Bangladesh project delays impacted revenue, but operations have resumed. FY25 revenue is guided near INR 10,000 crore, with strong order inflow and stable double-digit margins expected.
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Q2 FY25 saw 24% revenue growth and 34% PAT growth year-over-year, with strong order inflow and a robust pipeline. EBITDA margin guidance remains at 10%+, and revenue is expected to grow 20% in FY25. The Adani Group's entry is seen as a positive for both domestic and international expansion.
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Record quarterly results with 30% revenue and 36% EBITDA growth year-over-year, and profit after tax doubling to INR 100 crores. Strong execution on major projects, robust order pipeline, and focus on international expansion support 18%-25% growth guidance.