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Earnings Call Transcript

Antony Waste Handling Cell Earnings Call Transcript: Key Takeaways

Revenue grew 6% YoY but profitability collapsed due to a tragic structural failure at the PCMC facility and one-time operational cost spikes.

Highlights
Revenue growthSteady 6% YoY growth reaching ₹269 Cr.
MarginsMargins compressed to 16.8% from 24.4% due to one-off costs.
Order bookStrong; Greater Noida project adds ₹46 Cr annually.
Demand visibilityHigh visibility through new ₹243 Cr Greater Noida contract.
Management confidenceSomber and defensive regarding PCMC tragedy and margin contraction.

Growth

Revenue rose 6% to ₹269 Cr; collection and transportation grew 10%, while processing lagged at 3%.

Outlook

Management aims to return to 22-24% EBITDA margins by FY28 as new contracts scale.

Risks

Structural failure at PCMC led to ₹24 Cr impairment and operational suspension; EBITDA margins fell to 16.8%.

Last quarter's promises, checked

Delivered

  • Guided 20-22% EBITDA margins → delivered 22% (= BEAT)
  • Guided 15% MSW volume growth → delivered 15% (= BEAT)
  • Guided maiden dividend → delivered ₹0.50/share (= BEAT)

Partly delivered

  • Guided 86% PLF post-maintenance → delivered PCMC structural failure (= MISS)

Missed

  • Guided 15-20% Revenue CAGR → delivered 6% YoY (= MISS)
  • Guided 10% PCMC revenue from EPR → delivered <1% (= MISS)
Source

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

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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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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