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Earnings Call

Cemindia Projects Earnings Call: Key Takeaways

Cemindia crossed the ₹10,000 crore revenue milestone in FY26, driven by aggressive execution of metro and marine projects.

Why this was an Alfa AlertNot a filter event. Revenue beat prior guidance of ₹10,000cr by only 0.6%.
Highlights
Revenue growth17% YoY growth in Q4; FY26 revenue crossed ₹10,000 crore milestone.
MarginsEBITDA margin hit 15.1% in Q4, aided by claim reversals.
Order bookRecord ₹29,000 crore order book; ₹19,000 crore secured in FY26.
Demand visibilityStrong; pipeline of ₹70,000 crore across roads, tunnels, and data centers.
Management confidenceConfident, highlighting the historical revenue peak and strong promoter support.

Growth

Revenue grew 17% YoY in Q4; PAT surged 114% aided by ₹100 crore in one-time claim realizations.

Outlook

Targeting 25% revenue growth in FY27 with an order inflow goal of ₹25,000 crore.

Risks

One-time claim gains inflated margins; significant exposure to volatile commodity prices and execution delays in Vadhavan.

Source

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

Read the document ↗

Cemindia Projects Ltd: key numbers

Share price
₹1,257.20
Market cap
₹21,597 Cr
Revenue (annual)
₹10,061 Cr
Net profit (annual)
₹597.7 Cr
P/E (TTM)
35.9×Sector 33.0×
Promoter holding
67.46%+0.00% QoQ
FII holding
7.26%Current quarter

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

More from Cemindia Projects Ltd

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18:28 IST BSE
Legal & Regulatory

Cemindia Projects Legal & Regulatory

Cemindia Projects has withdrawn its execution petition against Baya Weaver Ltd and Saya Cementation Ltd, with liberty to file it afresh. No material financial impact exists.

15:54 IST NSE
Other Announcement

Cemindia Projects Other Announcement

Cemindia Projects disclosed that physical shareholders were reminded to update KYC and dematerialise shares per SEBI circular. Dividend for FY 2025-26 is withheld pending compliance.

19:58 IST BSE
Credit Rating

Cemindia Projects Credit Rating

Cemindia Projects Limited has received an upgrade in its credit ratings from CARE Ratings Limited across multiple fund-based and non-fund-based facilities.