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Earnings Call Transcript

Engineers India Earnings Call Transcript: Key Takeaways

Engineers India delivered strong 55% PAT growth despite a 7% revenue dip, driven by high-margin consultancy projects. Management maintains a robust ₹8,000 Cr order inflow target for FY27.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growthTurnover fell 7% YoY; consultancy grew 22%, turnkey projects declined significantly.
MarginsOperating margins improved to 14% from 7% due to consultancy mix.
Order bookStanding at ₹14,424 Cr; target ₹8,000 Cr fresh inflows for FY27.
Demand visibilityStrong domestic pipeline in coal gasification, infrastructure, and nuclear power.
Management confidenceConfident in order targets but cautious about Middle East project timelines.

Growth

PAT rose 55% YoY to ₹109 Cr; consultancy segment revenue grew 22% while turnkey projects declined.

Outlook

Targeting 10% revenue growth in FY27 with order book execution spanning 2-5 years.

Risks

Geopolitical tension in Middle East delaying mega-projects; high competitive intensity in all segments.

Last quarter's promises, checked

Delivered

  • Guided ₹8,000 Cr order inflow → delivered ₹7,979 Cr (= BEAT)
  • Consultancy margin 20%-25% → delivered 29% in Q4 (= BEAT)
  • Turnover growth vs FY25 → delivered ₹3,849 Cr (highest ever) (= BEAT)

Partly delivered

  • Middle East business growth → delayed by geopolitical tension (= PARTIAL)
Source

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

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Engineers India Ltd: key numbers

Share price
₹315.65
Market cap
₹17,741 Cr
Revenue (annual)
₹3,928 Cr
Net profit (annual)
₹691.6 Cr
P/E (TTM)
22.6×Sector 41.4×
Promoter holding
51.32%+0.00% QoQ
FII holding
9.17%Current quarter

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

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19:15 IST BSE
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Engineers India Other Announcement

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Execution
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