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Earnings Call

E to E Transportation Infrastructure Earnings Call: Key Takeaways

E To E reported FY26 revenue of ₹380cr, up 51% YoY. Management is transitioning from a system integrator to a safety-led OEM via NOVA platform, targeting ₹1,000cr revenue by Vision 2029.

Why this was an Alfa AlertManagement explicitly guides to maintain 45-50% CAGR over the next 2-3 years, meeting the >50% growth threshold for a primary metric (Revenue).
Highlights
Revenue growth51% YoY in FY26; targeting 45-50% CAGR next 3 years.
MarginsFY26 EBITDA margin dipped 1% due to ESOPs and NOVA R&D.
Order book₹860cr plus GST; added ₹350cr orders in first 45 days FY27.
Demand visibilityStrong; executable order book at ₹1,000cr (including GST).
Management confidenceHigh; citing 'once-in-a-generation' railway modernization cycle.

Growth

FY26 Revenue: ₹380cr (+51%); EBITDA: ₹39.5cr; PAT: ₹17.9cr. Revenue CAGR reached 41% over four years.

Outlook

Guidance: 45-50% CAGR for next 2-3 years. FY27 revenue target ~₹550cr+. Kavach commercialization major revenue driver from FY29.

Risks

Back-ended billing concentration causing seasonal working capital spikes; commodity price volatility affecting copper and steel components.

Source

Earnings Call filed with NSE, NSE: E2ERAIL. Summary written with AI assistance from the document.

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E to E Transportation Infrastructure Ltd: key numbers

Share price
₹322.30
Market cap
₹556.2 Cr
Revenue (annual)
₹380.0 Cr
Net profit (annual)
₹16.80 Cr
P/E (TTM)
33.1×Sector 53.6×
Promoter holding
32.54%
FII holding
1.61%Current quarter

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

More from E to E Transportation Infrastructure Ltd

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20:33 IST NSE
New Order Win

E to E Transportation Infrastructure Bags ₹14.34 Cr Order from Adani Power Limited

E To E Transportation Infrastructure Ltd received a ₹14.34 Crore order from Adani Power for railway infrastructure development, to be executed within 6 months.

Value
₹14.34 Cr
From
Adani Power Limited
Execution
6 months
17:45 IST NSE
New Order Win

E to E Transportation Infrastructure Bags ₹37.77 Cr Order from Southern Railway

E To E Transportation Infrastructure Limited secured a ₹37.77 Crore project from Southern Railway for signalling and telecommunication work at Podanur Junction, to be completed in 10 months.

Value
₹37.77 Cr
From
Southern Railway
Execution
10 months
21:38 IST NSE
Annual General Meeting

E to E Transportation Infrastructure Annual General Meeting

E To E Transportation Infrastructure Limited conducted its 17th Annual General Meeting on September 17, 2026. Shareholders considered financial statements and various related business resolutions.

20:33 IST NSE
Annual General Meeting

E to E Transportation Infrastructure Annual General Meeting

E To E Transportation Infrastructure Limited has revised the timing of its 17th Annual General Meeting to 4:00 P.M. and enabled virtual participation for shareholders.

14:40 IST NSE
Price Movement Clarification

E to E Transportation Infrastructure Price Movement Clarification

E To E Transportation Infrastructure replied to an NSE price-movement surveillance query. The company stated no undisclosed material information exists; movement is market-driven.