| Revenue growth | 20.4% YoY growth in Q3FY26. |
|---|---|
| Margins | EBITDA margin improved to 11.4% in Q3FY26 from 7.4% YoY. |
| Order book | New wins of ₹4,324 cr; L1 in ₹1,128 cr BESS project. |
| Demand visibility | ₹17 lakh cr pipeline in Indian water infrastructure. |
| Management confidence | Strong, backed by ₹190 cr promoter investment. |
Growth
Q3FY26 standalone revenue grew 20.4% YoY to ₹231.1 cr; EBITDA rose 85% to ₹26.3 cr; PAT nearly doubled to ₹20.5 cr.
Outlook
Targets 5 GWh BESS capacity by FY28 with ₹4,000-5,000 cr revenue potential; ₹4,324 cr new order wins in hand.
Risks
Execution risks in new BESS segment and dependency on government infrastructure spending/tendering cycles.
Earnings Call filed with BSE, NSE: SPMLINFRA. Summary written with AI assistance from the document.
SPML Infra Ltd: key numbers
- Share price
- ₹161.42
- Market cap
- ₹1,358 Cr
- Revenue (annual)
- ₹868.5 Cr
- Net profit (annual)
- ₹74.68 Cr
- P/E (TTM)
- 15.9×Sector 32.3×
- Promoter holding
- 40.52%+0.33% QoQ
- FII holding
- 0.39%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from SPML Infra Ltd
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SPML Infra Earnings Call Transcript: Key Takeaways
SPML is pivoting from legacy debt distress to a high-margin EPC model. While Q1 FY27 show strong YoY growth, the recovery is heavily reliant on NTPC project execution and successful arbitration realizations to clear remaining debt.
- Call
- Guides 25% growth
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