ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | 12% YoY growth to record ₹5,842 crore on consolidated basis. |
|---|---|
| Margins | EBITDA margins stable at 9.4% vs 8.8% YoY. |
| Order book | Record order book ₹81,214 crore; Buildings segment dominates at 28%. |
| Demand visibility | Strong ₹81,214 crore order book providing 3.5x book-to-bill visibility. |
| Management confidence | Balanced confidence, cautious regarding external environment and fund allocations. |
Growth
Consolidated revenue grew 12% YoY to ₹5,842 crore; EBITDA margin improved to 9.4% from 8.8%.
Outlook
FY27 guidance includes revenue growth of 8-10%, order inflows of ₹22,000-25,000 crore, and margins of 8.5-9%.
Risks
Rising commodity prices (petroleum, aluminum) and uncertainty in Jal Jeevan Mission fund flows are key triggers.
Last quarter's promises, checked
Delivered
- Guided 9% EBITDA margin → delivered 9.4% (= BEAT)
- Guided 10% revenue growth → delivered 12% (= BEAT)
Partly delivered
- Guided FY26 order inflow ₹24,768cr → delivered ₹22,311cr by Q3 (= PARTIAL)
Missed
- Guided FY26 debt ~₹2,400cr → delivered ₹2,830cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: NCC. Summary written with AI assistance from the document.
NCC Ltd: key numbers
- Share price
- ₹136.66
- Market cap
- ₹8,580 Cr
- Revenue (annual)
- ₹20,823 Cr
- Net profit (annual)
- ₹675.3 Cr
- P/E (TTM)
- 11.8×Sector 33.5×
- Promoter holding
- 23.19%+0.11% QoQ
- FII holding
- 10.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NCC Ltd
All →NCC Earnings Call Transcript: Key Takeaways
Consolidated revenue rose 32% to ₹6,042 Cr and PAT reached ₹184 Cr (+19%). FY27 8-10% growth guidance was retained, implying a steep H2 slowdown that management did not quantify.
NCC Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹6,042 Cr (+32%), EBITDA ₹528 Cr (8.79% margin), PAT ₹184 Cr (+19%); order book ₹80,167 Cr.
NCC Management Change
NCC Limited re-appointed three executive directors, A V Ranga Raju Alluri as MD and two Whole-time Directors, effective 1 April 2027 for 60 months. Only a board-level leadership renewal is disclosed, with no financial amount.
- Execution
- Re-appointment term of 60 months from 2027-04-01
NCC Q2 FY27 Results: Net Profit ₹198.8 Cr, Up 18.8% YoY
NCC Ltd reported revenue from operations of ₹6,015 Cr (+32.4% YoY) and net profit of ₹198.8 Cr (+18.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹198.8 Cr · +18.8% YoY
NCC Bags ₹1,862 Cr Order
NCC won eight orders worth Rs 1,862.45 Crore in October 2026 across Water, Buildings and Transportation. This excludes the earlier Rs 1,286.03 Crore major order.
- Value
- ₹1,862 Cr
NCC Board Meeting Date
NCC Ltd intimated that its Board will meet on 5 Nov 2026 to approve unaudited financial results for Q1 and H1 FY27. No results or monetary figures are reported in this advance notice.