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Investor Presentation

NBCC (India) Investor Presentation: Key Takeaways

NBCC reported strong Q1 FY27 standalone growth with Revenue up 10% and PAT up 32% YoY. The company maintains a massive consolidated order book of ₹1,26,964 Cr.

Highlights
Revenue growthStandalone up 10.04% YoY; Consolidated down 5.56% YoY.
MarginsStandalone EBITDA margin improved to 8.77% from 5.96% YoY.
Order bookConsolidated: ₹1,26,964 Cr; NBCC standalone: ₹1,12,305 Cr.
Demand visibilityStrong visibility with ₹1,26,964 Cr consolidated order book.
Management confidenceHigh; citing record historical financial performance and massive order backlog.

Growth

Standalone Revenue: ₹1823 Cr (+10.04%); PAT: ₹150.65 Cr (+32.06%). Consolidated PAT up 17.02% YoY to ₹158.01 Cr.

Outlook

Order book of ₹1.27 Lakh Cr with ₹93,723 Cr yet to be awarded/started; interim dividend of ₹0.15 declared.

Risks

Consolidated Revenue from Operations saw a 5.56% YoY decline during Q1 FY27.

Last quarter's promises, checked

Delivered

  • Guided record financial performance → delivered 10% Revenue & 32% PAT growth (= BEAT)
  • Targeted high employee productivity → delivered growth in PAT per employee (= BEAT)
  • Maintain zero debt status → delivered zero debt status (= BEAT)

Partly delivered

  • Execution of ₹1.27 Lakh Cr order book → delivered ₹93,723 Cr yet to start (= PARTIAL)

Missed

  • Consolidated Revenue growth → delivered 5.56% decline (= MISS)
Source

Investor Presentation filed with BSE, NSE: NBCC. Summary written with AI assistance from the document.

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NBCC (India) Ltd: key numbers

Share price
₹82.86
Market cap
₹22,372 Cr
Revenue (annual)
₹12,889 Cr
Net profit (annual)
₹720.0 Cr
P/E (TTM)
30.1×Sector 33.0×
Promoter holding
61.75%+0.00% QoQ
FII holding
4.77%Current quarter

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

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