| 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
- ₹160.02
- Market cap
- ₹1,347 Cr
- Revenue (annual)
- ₹868.5 Cr
- Net profit (annual)
- ₹74.68 Cr
- P/E (TTM)
- 15.8×Sector 31.4×
- 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.
SPML Infra Product Launch
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 Annual General Meeting
SPML Infra's postal ballot concluded with shareholders approving the re-appointment of Mr. Tiruvidaimarudhur Srivatsan Sivashankar as an Independent Director, per the scrutinizer's report.
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 Other Announcement
SPML Infra Limited submitted the Monitoring Agency Report by ICRA for the quarter ended June 30, 2026. The report confirms no deviations in utilizing preferential allotment proceeds.