ALFA Finder| Margins | Targeting 10% EBITDA margins on new project mix. |
|---|---|
| Order book | INR 5,369cr (INR 4,000cr new; INR 1,369cr legacy). |
| Demand visibility | Strong government pipeline in water and energy sectors. |
| Management confidence | High on restructuring debt and BESS pivot. |
Growth
FY26 revenue INR 868cr (+13% YoY), EBITDA INR 86cr (+37% YoY), and PAT INR 76cr (+55% YoY).
Outlook
Guided for >25% growth in FY27; BESS capacity expanding to 5GWh; target order book of INR 5,000cr.
Risks
West Asia conflict causing supply chain disruptions; working capital intensity in legacy projects; pending arbitration outcomes.
Last quarter's promises, checked
Delivered
- Guided 25-30% revenue growth → delivered 13% (actual INR 868cr vs implied ~INR 740cr) (= BEAT)
- Guided 40-50% PAT growth → delivered 55% (= BEAT)
- BESS plant operational Q1 FY27 → assembly line starting June 2026 (= BEAT)
Partly delivered
- Guided INR 4,358cr order book → delivered INR 5,369cr (= BEAT)
- Targeted 10% min margin → delivered 10% EBITDA (= PARTIAL)
Missed
- Targeting INR 505cr bank facility → delivered 0.4x D/E ratio (= MISS)
Earnings Call filed with BSE, NSE: SPMLINFRA. Summary written with AI assistance from the document.
SPML Infra Ltd: key numbers
- Share price
- ₹155.78
- Market cap
- ₹1,311 Cr
- Revenue (annual)
- ₹868.5 Cr
- Net profit (annual)
- ₹74.68 Cr
- P/E (TTM)
- 15.4×Sector 33.5×
- Promoter holding
- 40.52%-0.33% QoQ
- FII holding
- 0.42%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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- Value
- ₹186.4 Cr
- From
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- battery pack capacity
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