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Earnings Call Transcript

Cemindia Projects Earnings Call Transcript: Key Takeaways

Cemindia reported a strong Q1FY27 with revenue growing 6% and EBITDA 9%, underpinned by a robust order book and execution momentum.

Guidance and delivery
Management target Revenue 25.0% FY27
Highlights
Revenue growthOperating income grew 6% YoY to 2,721 Crore.
MarginsEBITDA margins improved to 10.5% from 10.1% YoY.
Order bookRecord 31,000 Crore backlog; book-to-bill remains healthy.
Demand visibilityStrong pipeline in Metro, Marine, Road Tunnels, and Data Centers.
Management confidenceConfident, focusing on 25% growth and 5,000 Crore QIP fundraising.

Growth

Operating income rose to 2,721 Cr, while order inflows spiked 3x YoY to 8,519 Cr.

Outlook

Management maintained a 25% revenue growth guidance and 25,000 Cr order inflow target for FY27.

Risks

Execution delays at Vizhinjam and labor shortages across the construction industry pose significant operational risks.

Last quarter's promises, checked

Delivered

  • Revenue growth guided ~25% → delivered 6% (= MISS)
  • EBITDA margin guided 10.5% → delivered 10.5% (= BEAT)
  • Order inflow target 25,000 Cr → delivered 8,519 Cr in Q1 (= BEAT)

Partly delivered

  • Capex planned 350-400 Cr → 5,000 Cr QIP proposed (= PARTIAL)

Missed

  • Revenue growth guided 25% → delivered 6% (= MISS)
Source

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

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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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