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Earnings Call

Cemindia Projects Earnings Call: Key Takeaways

Cemindia Projects reported record FY26 revenue exceeding ₹10,000 cr, driven by robust metro and marine project execution and significant margin expansion.

Why this was an Alfa AlertRevenue beat: Guided Q3 guidance exceeded to achieve ₹10,061 cr; EBITDA margin beat: Guided 10%, achieved 11.9% (19% beat).
Highlights
Revenue growthFY26 up 9%; Q4 up 17% YoY.
MarginsSustainable EBITDA margin guided at 10-10.5% after one-time Q4 spikes.
Order bookCurrent position ₹29,000 cr; includes L1 of ₹1,600 cr.
Demand visibilityPipeline of ₹70,000 cr; ₹1 lakh cr in tunnels/roads segments.
Management confidenceHigh; citing momentum and push from new promoter group.

Growth

FY26 revenue grew 9% to ₹10,061 cr; PAT surged 60% to ₹598 cr; Q4 PAT grew 114% YoY.

Outlook

FY27 revenue guidance of 20-25% growth; targeted order book of ₹25,000 cr; capex planned at ₹350-400 cr.

Risks

Geopolitical inflation affecting raw materials; execution delays at Vadhvan Port due to local issues.

Source

Earnings Call filed with BSE, 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.

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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Cemindia Projects has withdrawn its execution petition against Baya Weaver Ltd and Saya Cementation Ltd, with liberty to file it afresh.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.