| Margins | Expect 10-12% margins as legacy orders taper. |
|---|---|
| Order book | Rs 5,094 Cr as of June 30, 2026. |
| Demand visibility | Strong; bid pipeline of Rs 10,000 Cr; major BESS/Water tailwinds. |
| Management confidence | High; citing promoter-backed turnaround and preferential allotment of Rs 819 Cr. |
Growth
Revenue grew YoY to Rs 285.67 Cr (vs Q1FY26 Rs 164.26 Cr); EBITDA margin improved to 9.90%.
Outlook
Targeting 10-12% margins on new orders; scaling BESS capacity to 5 GWh by FY28.
Risks
Execution of lower-margin legacy projects (25% of order book); pending arbitration outcomes for liquidity.
Last quarter's promises, checked
Delivered
- Targeted 2.5 GWh BESS assembly line by June 2026 → Ready at SUPA MIDC (= BEAT)
- Guided 10% EBITDA margin for new orders → Delivered 9.90% in Q1FY27 (= BEAT)
- Targeted debt-to-equity reduction → Delivered 0.34x D/E (= BEAT)
Partly delivered
- Guided 25% revenue growth for FY27 → Q1FY27 revenue at Rs 285.67 Cr (= PARTIAL)
Investor Presentation filed with BSE, NSE: SPMLINFRA. Summary written with AI assistance from 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.
More from SPML Infra Ltd
All →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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SPML Infra developed a proprietary 104.4 kWh Battery Energy Storage System (BESS) pack. The product successfully completed key international safety and performance certifications, including UL9540A and IEC standards.
- battery pack capacity
- 104.4 kWh
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.
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
SPML Infra Q1 FY27 Results: Net Profit ₹22.7 Cr, Up 87.6% YoY
SPML Infra Ltd reported revenue from operations of ₹284.3 Cr (+82.4% YoY) and net profit of ₹22.7 Cr (+87.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹22.7 Cr · +87.6% YoY
SPML Infra Earnings Call: Key Takeaways
SPML delivered a resilient FY26 with 13% revenue growth and 55% PAT growth. Management is pivoting toward BESS and high-margin EPC projects under their 'SPML 2.0' strategy.