India · Delayed Price · Currency is INR Enviro Infra Engineers Earnings Call Transcripts
Fiscal Year 2027
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H1 revenue rose 54.4% YoY, while consolidated margins and PAT moderated amid higher costs and acquisition/project accounting. FY27 sales guidance remains INR 2,000 crore, with consolidated EBITDA margin guidance of 19%–20%.
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Q1 FY27 revenue rose 49% YoY to INR 359.2 crore, while EBITDA margin fell to 21.07% amid input costs and mix. FY27 revenue guidance remains INR 2,000 crore, supported by a INR 6,721 crore order book.
Fiscal Year 2026
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FY26 revenue rose 7.5% to INR 11,456 million, while the order book reached INR 6,814 crore. FY27 guidance is INR 2,000 crore revenue and INR 270-280 crore PAT, with 21%-22% EBITDA margin guidance amid cost pressures.
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Q3 revenue rose 1% YoY while EBITDA and PAT grew 25.6% and 14.7%; delayed awards tempered revenue expectations. FY26 PAT guidance remains INR 230–250 crore, with Q4 revenue guidance of INR 600–650 crore.
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H1 revenue rose 12%, EBITDA 20.8% and PAT 38.6% YoY, with order visibility exceeding ₹2,000 crore after a new Bhopal award. FY26 growth guidance remains 35%-40% for water and wastewater, alongside ₹200 crore renewable revenue guidance.
Fiscal Year 2025
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FY25 revenue grew 46% and PAT 66%, with 35%-40% growth targeted and a 22%-24% EBITDA margin range. Strong bids and order visibility support expansion, while JJM payment delays and cautious renewable investment remain key considerations.
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Q3 revenue grew 65% YoY and PAT 105%, with 9M EBITDA margin at 24.2%. Management expects FY25 revenue above ₹1,000 crore and 35%-40% annual growth over the next 4-5 years, while JJM collections remain a working-capital risk.