NBCC (India) Earnings Call Transcripts
Fiscal Year 2026
-
Order book is set to reach INR 200,000 crore by year-end, with revenue projected to grow 40%-50% this year and major profits expected from real estate and redevelopment projects. Execution of large projects is commencing, and expansion into new geographies is planned.
-
Q3 saw 8% consolidated income growth and a 53% rise in standalone PAT year-on-year, with a robust order book and major new project wins. FY26 PAT is guided at INR 800-900 crore, with significant upside expected from large real estate and redevelopment projects.
-
Q2 FY26 saw 20% YoY consolidated income growth and 40% standalone PAT growth, with a robust INR 128,000 crore order book and INR 10,000 crore new orders in H1. FY26 revenue is guided at INR 14,000-15,000 crore, with 7-8% PAT margin and 6-6.5% EBITDA margin.
-
Q1 FY26 saw 12% YoY growth in consolidated income and 26% PAT growth, with a robust order book of INR 120,000 crores. FY26 revenue is guided at INR 14,000-15,000 crores, with EBITDA margin targets of 6%-6.5% and strong project execution across key redevelopment and PMC segments.
Fiscal Year 2025
-
Record FY25 results with 16% YoY consolidated revenue growth and 35% PAT growth, driven by a historic order book exceeding ₹1.2 trillion and robust project execution. Guidance for FY26 targets further revenue and profit expansion, with strong momentum in redevelopment and PMC segments.
-
Q3 saw record order awards, robust YoY growth in revenue and PAT, and strong real estate sales. The order book exceeds ₹1,000,000 crores, with 25–35% annual growth expected over the next few years and margins set to improve.
-
Q2 FY25 saw 15% YoY growth in standalone operating income and robust order inflows, with the consolidated order book at INR 84,400 crore. FY25 revenue guidance is raised to INR 13,000 crore, with strong execution and margin outlook, and major new projects in real estate and redevelopment.
-
Q1 FY25 saw 11% revenue and 38% PAT growth year-over-year, with a robust order book of INR 81,000 crore and major new projects secured. FY25 revenue is targeted at INR 13,000 crore, with 25%-30% annual growth expected and margins guided at 5.5%-7%.