RailTel Corporation of India Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 saw operating revenue surge 83% QoQ and profit after tax rise 127% QoQ, with strong growth in both telecom and data center segments. The order book grew 34% QoQ to INR 11,466 crores, and FY 2027 guidance targets 20% revenue growth and INR 300 crores CapEx, mainly for data centers.
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Q3 FY26 revenue grew 19% year-over-year to INR 913 crore, with strong project and telecom contributions. Management maintains 20% annual growth guidance, expects Q4 to be the strongest, and highlights a robust INR 8,497 crore order book.
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Q2 FY26 saw 28% QoQ revenue growth and 15% QoQ PAT growth, with a robust order book of INR 8,251 crore and strong order inflow momentum. Guidance for 25% revenue growth and 11-12% EBIT margin is maintained, with significant expansion in data center and international business.
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Q1 FY26 saw 33% revenue growth and 36% PAT growth year-over-year, with strong project and data center momentum. Order book stands at INR 7,197 crores, with railway and Kavach projects driving future growth. Margin guidance is 11%-12% for the year.
Fiscal Year 2025
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Q4 FY25 saw a 70% sequential revenue jump and 74% PAT growth, with FY25 income up 35% year-over-year. The order book is robust at INR 6,616 crores, and management guides for 25%-30% revenue growth, with margins under pressure from a heavier project mix.
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Q3 FY25 saw 16% revenue growth and 5% profit after tax increase year-over-year, with a robust order book of INR 5,280 crores and continued strong project execution. Strategic partnerships and new tenders in signaling and AI are expected to drive future growth.