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Earnings Call

NCC Earnings Call: Key Takeaways

NCC Limited reported a record consolidated order book of ₹83,004 crores for FY26. Q4 consolidated revenue reached ₹6,251 crores with an EBITDA margin of 8.83% amidst cautious macro sentiment.

Why this was an Alfa AlertNot a filter event. Company declined to provide specific guidance for FY27 and revenue saw a YoY decline.
Highlights
Revenue growthFY26 consolidated revenue down 6% YoY to ₹20,944 crores.
MarginsQ4 consolidated EBITDA margin at 8.83% vs 9.07% YoY.
Order book₹83,004 crores; Q4 inflows of ₹9,573 crores.
Demand visibilityStrong; order book at record high with 4x book-to-bill ratio.
Management confidenceCautious; awaiting macro clarity before providing FY27 guidance.

Growth

FY26 consolidated revenue was ₹20,944 crores, a 6% decline YoY; Q4 standalone revenue fell 1% to ₹5,382 crores.

Outlook

Planned FY27 capex of ₹500 crores. Management aims to revisit FY27 guidance after Q1 FY27 results.

Risks

Management cited pricing pressure, commodity inflation, and uncertain global macro environments as reasons for withholding FY27 guidance.

Source

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

Read the document ↗

NCC Ltd: key numbers

Share price
₹132.82
Market cap
₹8,339 Cr
Revenue (annual)
₹20,823 Cr
Net profit (annual)
₹675.3 Cr
P/E (TTM)
11.9×Sector 33.0×
Promoter holding
23.08%+0.27% QoQ
FII holding
11.29%Current quarter

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

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NCC disclosed a voluntary Crisil ESG rating of 'Crisil ESG 57 (Adequate)' and Core ESG 66 (Strong). No monetary transaction or business event is involved.