| Management target | Revenue 17.5% FY27 |
|---|
| Revenue growth | 20.8% YoY growth driven by healthy project execution and international ramp-up. |
|---|---|
| Margins | EBITDA margins stable at 13.1%, benefiting from international mix and technology. |
| Order book | Historic high of ₹194 billion, representing over 4x annual revenue base. |
| Demand visibility | Strong visibility through urbanization, climate change, and industrial water needs. |
| Management confidence | Balanced and disciplined, prioritizing project quality and payment security over volume. |
Growth
Consolidated revenue grew 20.8% YoY; EBITDA increased 21.7% with margins steady above 13%. Profitability saw a 37% jump.
Outlook
Management reiterated 15-20% revenue growth guidance and 13-15% EBITDA margins for FY27.
Risks
High exposure to Middle East geopolitical volatility and significant dependence on forex gains for margin cushioning.
Last quarter's promises, checked
Delivered
- Guided 15-20% revenue growth → delivered 20.8% (= BEAT)
- Guided 13-15% EBITDA margin → delivered 13.1% (= BEAT)
- Targeted net cash positive status → delivered 14th consecutive quarter (= BEAT)
Partly delivered
- Guided O&M mix toward 20% → delivered 17% (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: WABAG. Summary written with AI assistance from 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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