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Earnings Call

Antony Waste Handling Cell Earnings Call: Key Takeaways

Antony Waste Handling Cell Limited reported Q4 FY26 revenue of ₹254 crores, up 14% YoY. The company achieved a milestone of ₹1,000 crores in total operational revenue for FY26.

Why this was an Alfa AlertNot a filter event. Performance and margins (22%) were in line with prior management guidance.
Highlights
Revenue growth9% YoY for FY26; 14% YoY for Q4 FY26.
MarginsEBITDA margins held steady at 22%; aiming for 20-22% long-term.
Order bookAt an all-time high of ₹18,000 crores.
Demand visibilityStrong visibility with ₹18,000 crore order book over 7-20 years.
Management confidenceHigh, supported by record order book and 25-year milestone dividend.

Growth

FY26 operating revenue rose 9% to ₹920 crores; Adjusted PAT up 20% for full year; Total MSW managed grew 15%.

Outlook

Guided 15-20% revenue CAGR over 5 years; ₹18,000 crore order book; ₹750 crore capex for new WTE projects.

Risks

Rising fuel/labor costs; execution delays for Andhra projects; softer EBITDA due to monsoon drag in C&D segment.

Last quarter's promises, checked

Delivered

  • Guided 20% revenue CAGR → delivered FY26 revenue ₹920cr (= BEAT)
  • Guided EBITDA threshold 22%-23% → delivered 22% (= BEAT)
  • Guided Net Debt/Equity 0.4x → delivered 0.3x (= BEAT)

Partly delivered

  • Guided 15%-18% revenue growth for FY26 → delivered 9% for FY26 (= PARTIAL)

Missed

  • Guided 20% CAGR for 3 years → delivered 13% historical CAGR (= MISS)
Source

Earnings Call filed with BSE, NSE: AWHCL. Summary written with AI assistance from the document.

Read the document ↗

Antony Waste Handling Cell Ltd: key numbers

Share price
₹378.35
Market cap
₹1,074 Cr
Revenue (annual)
₹1,053 Cr
Net profit (annual)
₹75.45 Cr
P/E (TTM)
18.4×Sector 25.1×
Promoter holding
46.09%+0.00% QoQ
FII holding
13.08%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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21:07 IST BSE
Financial Results

Antony Waste Handling Cell Q4 FY26 Results: Net Profit ₹36.9 Cr, Down 19.8% YoY

Antony Waste Handling Cell Ltd reported revenue from operations of ₹285.8 Cr (+17.8% YoY) and net profit of ₹36.9 Cr (-19.8% YoY) for Q4 FY26.

Key figure
Net profit ₹36.9 Cr · -19.8% YoY