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Earnings Call Transcript

PSP Projects Earnings Call Transcript: Key Takeaways

PSP Projects delivered 65% revenue growth in Q1FY27, driven by massive order execution for the Adani Group.

Guidance and delivery
Management target Revenue 25.0% FY27
Highlights
Revenue growth65% YoY growth reaching 853 Cr in Q1FY27.
MarginsEBITDA margin at 6.42%, expected to scale to 7-8%.
Order bookRobust 13,245 Cr, up 103% YoY; high Adani concentration.
Demand visibilityStrong pipeline with 6,200 Cr in active bids.
Management confidenceBalanced, though slightly defensive on temporary margin compression.

Growth

Revenue hit 853 Cr; execution scaled 65% YoY despite seasonal labor migration challenges.

Outlook

Management maintains FY27 revenue guidance of 4,000-4,500 Cr with 7-8% EBITDA margins.

Risks

High concentration risk with Adani Group (70% of order book, 60% of revenue).

Last quarter's promises, checked

Delivered

  • Guided 25% revenue growth for FY26 → delivered 25% (= BEAT)
  • Guided highest ever quarterly revenue for Q4FY26 → delivered 1,115 Cr (= BEAT)
  • Guided 8% EBITDA margin (adj. for provision) → delivered 8% (= BEAT)

Partly delivered

  • Guided 4,500 Cr revenue for FY27 → current Q1 run-rate at 853 Cr (= PARTIAL)
  • Guided net debt-free by FY27 → debt remains at 317 Cr (= PARTIAL)

Missed

  • Guided 8-8.5% EBITDA margins → delivered 6% for FY26 (= MISS)
  • Guided 5-6% PAT margins → delivered 1.74% for FY26 (= MISS)
Source

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

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PSP Projects Ltd: key numbers

Share price
₹806.65
Market cap
₹3,198 Cr
Revenue (annual)
₹3,149 Cr
Net profit (annual)
₹55.52 Cr
P/E (TTM)
43.5×Sector 33.0×
Promoter holding
68.82%+0.00% QoQ
FII holding
2.10%Current quarter

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

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Management Change

PSP Projects Management Change

PSP Projects disclosed the cessation of Mr. Shashikant Sharma as General Manager - MEP. His resignation as Senior Management Personnel took effect from 15 September 2026.