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Earnings Call

Desco Infratech Earnings Call: Key Takeaways

Desco Infratech delivered 99% revenue growth in FY26, driven by PNG and solar EPC expansion. Shifting towards higher-margin solar/power distribution to optimize cash flow.

Why this was an Alfa AlertNot a filter event. Results are strong but management did not cite a specific prior guidance beat range.
Highlights
Revenue growth99.28% YoY growth in FY26.
MarginsEBITDA 20% in FY26; sustainable despite mix shifts.
Order book₹345cr current; ₹650cr in pipeline.
Demand visibilityStrong; only 6.5% of India currently gasified.
Management confidenceHigh; targets ₹1,000cr revenue by 2030.

Growth

FY26 Revenue up 99.28% to ₹118.79cr; PAT grew 80.87% to ₹16.38cr.

Outlook

Guided 70-80% revenue growth for FY27; ₹1,000cr revenue target by 2030. Expanding CBG capacity.

Risks

Negative operating cash flow due to scale-up; geopolitical risks in Middle East delaying international plans.

Source

Earnings Call filed with BSE, BSE: 544387. Summary written with AI assistance from the document.

Read the document ↗

Desco Infratech Ltd: key numbers

Share price
₹180.40
Market cap
₹138.5 Cr
Revenue (annual)
₹118.6 Cr
Net profit (annual)
₹16.35 Cr
P/E (TTM)
8.5×Sector 33.0×
Promoter holding
58.31%
FII holding
0.00%Current quarter

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

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11:49 IST BSE
New Order Win

Desco Infratech Bags ₹2.34 Cr Order from Adani Total Gas Limited

Desco Infratech received a Rs. 2.34 Crore order from Adani Total Gas for MDPE pipeline laying at Navsari. The award strengthens its gas pipeline order book.

Value
₹2.34 Cr
From
Adani Total Gas Limited (ATGL)
12:05 IST BSE
Business Update

Desco Infratech Business Update

Desco Infratech was empaneled by NREDCAP for solar rooftop PV projects up to 500 KWp in Andhra Pradesh. No specific work order has been awarded.

12:03 IST BSE
New Order Win

Desco Infratech Bags ₹0.59 Cr Order from Sabarmati Gas Limited

Desco Infratech received a Rs. 0.59 Crore LOI from Sabarmati Gas Ltd for a 4-inch steel gas pipeline in Aravalli GA, Gujarat. The project serves connectivity for Balaji Wafers Pvt. Ltd.

Value
₹0.59 Cr
From
Sabarmati Gas Limited
12:58 IST BSE
Partnership

Desco Infratech Partnership

Desco Infratech signed an MoU with DenEB Air Gases for joint LNG, LCNG, and CNG EPC collaboration. No fixed financial arrangement was finalized.

10:32 IST BSE
Business Update

Desco Infratech Business Update

Desco Infratech got empanelled under IOC's Zonal Rate Contract for LMC/DMA works in Vizag, Andhra Pradesh. The contract value is Rs. 3.03 Crore inclusive of GST.

Value
₹3.03 Cr
10:21 IST BSE
New Order Win

Desco Infratech Bags ₹3.03 Cr Order from Indian Oil Corporation Limited

Desco Infratech received an LOA from Indian Oil Corporation for LMC/GI DMA works in Vizag GA, Andhra Pradesh. The contract value is Rs. 30.29 Million (3.03 Crore).

Value
₹3.03 Cr
From
Indian Oil Corporation Limited