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Investor Presentation

Va Tech Wabag Investor Presentation: Key Takeaways

VA Tech Wabag reported strong Q1 FY27 performance with revenue up 20.8% and PAT up 36.9% YoY. The company maintains a technology-first, asset-light strategy with a surging order book.

Guidance and delivery
Management target Revenue 20.0% 3-5 Years
Highlights
Revenue growth20.8% YoY growth in Q1 FY27.
MarginsEBITDA margin improved slightly to 13.1% from 13.0% YoY.
Order bookINR 194 Bn; Order intake of INR 34+ Bn in Q1.
Demand visibilityStrong; Order book ~INR 194 Bn, >4x of annual revenue.
Management confidenceHigh, citing robust top-line momentum and strong profitability.

Growth

Revenue reached INR 8,868 Mn (+20.8% YoY); EBITDA at INR 1,163 Mn (+21.7% YoY); PAT at INR 901 Mn (+36.9% YoY).

Outlook

Medium-term revenue guidance of 15-20% CAGR; EBITDA margins targeted at 13-15% and RoCE >20%.

Risks

Potential project time/cost overruns, international operational risks, and currency fluctuations as cited in Safe Harbor.

Last quarter's promises, checked

Delivered

  • Revenue growth 15-20% → delivered 20.8% (= BEAT)
  • EBITDA margin 13-15% → delivered 13.1% (= BEAT)
  • Order book >3x revenue → delivered >4x revenue (= BEAT)

Partly delivered

  • ROCE target 20% → delivered 19.4% (= PARTIAL)
  • O&M revenue mix 20% → delivered 17% (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: WABAG. Summary written with AI assistance from the document.

Read the document ↗

Va Tech Wabag Ltd: key numbers

Share price
₹2,008.40
Market cap
₹12,551 Cr
Revenue (annual)
₹3,944 Cr
Net profit (annual)
₹370.5 Cr
P/E (TTM)
31.8×Sector 25.1×
Promoter holding
19.08%-0.01% QoQ
FII holding
18.25%Current quarter

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

More from Va Tech Wabag Ltd

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08:14 IST BSE
New Order Win

Va Tech Wabag Bags ₹100 Cr Order from Reliance Industries Limited

VA Tech Wabag secured a medium-sized order from Reliance Industries for an effluent treatment plant at Jamnagar. The project will be executed over 13 months.

Value
₹100.0 Cr
From
Reliance Industries Limited (RIL)
Execution
13 months
18:13 IST NSE
Employee Stock Options

Va Tech Wabag Employee Stock Options

VA Tech Wabag allotted 13,404 equity shares under its 'WABAG Centenary Stock Option Scheme 2023' upon exercise of employee stock options.