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 stands at INR 6,616 crores, with strong project and telecom segment performance and a focus on maintaining 25%-30% growth.
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Q3 FY25 saw 15% YoY operating revenue growth and a robust order book of INR 5,280 crores, with strong project and telecom contributions. Margins declined due to project mix and pricing pressure, but management maintains FY25 revenue and margin guidance, supported by a strategic Microsoft partnership and active participation in major railway tenders.