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Earnings Call

SPML Infra Earnings Call: Key Takeaways

SPML Infra delivered strong FY26 performance with 13% revenue growth and 55% PAT growth, driven by a strategic shift towards high-margin new orders and resolution of legacy debt.

Why this was an Alfa AlertNot a filter event. Performance is strong but lacks a specific comparison against prior management-guided ranges.
Highlights
Revenue growthFY26 revenue up 13% YoY to ₹887.86 Cr.
MarginsBlended margins improving as low-margin legacy projects taper.
Order book₹5,369 Cr total; ₹4,000 Cr in high-margin new orders.
Demand visibilityStrong government outlay in Water (₹84k Cr) and Energy (₹1.1L Cr).
Management confidenceHigh, backed by ₹275 Cr promoter equity infusion.

Growth

FY26 Revenue grew 13% to ₹887.86 Cr; PAT surged 55% to ₹76.25 Cr; EBITDA margins improved to 9.73%.

Outlook

Strong order book of ₹5,369 Cr; targeting 10-12% margins on new projects; significant BESS manufacturing expansion planned.

Risks

Legacy orders still comprise 36% of order book; one-time legal/arbitration costs impacted Q4 margins.

Source

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

Read the document ↗

SPML Infra Ltd: key numbers

Share price
₹165.86
Market cap
₹1,396 Cr
Revenue (annual)
₹868.5 Cr
Net profit (annual)
₹74.68 Cr
P/E (TTM)
16.4×Sector 33.0×
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.

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SPML Infra Annual General Meeting

SPML Infra Limited held its 45th Annual General Meeting on September 25, 2026. Shareholders considered the adoption of FY26 financial statements and director re-appointments.

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battery pack capacity
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SPML Infra Other Announcement

SPML Infra Ltd informs that a letter containing the weblink/QR code to access the FY 2025-26 Annual Report has been dispatched to unregistered shareholders.