| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 74% YoY growth driven by new SPML 2.0 project execution. |
|---|---|
| Margins | EBITDA margins hit 10%, targeting 12% as new orders scale. |
| Order book | ₹5,100Cr total; ₹3,843Cr new high-margin orders; ₹1,251Cr legacy. |
| Demand visibility | Strong pipeline in Water (JJM 2.0) and Battery Storage (BESS). |
| Management confidence | Highly optimistic, emphasizing balance sheet strengthening and segment diversification. |
Growth
Revenue grew 74% YoY to ₹286Cr; PAT surged 87% to ₹22.7Cr. EBITDA margins improved to 10%.
Outlook
Guidance of >25% growth in revenue and profit for FY27. Order intake target ₹5000Cr+.
Risks
Execution delays in BESS/NTPC projects, arbitration recovery uncertainty, and high dependency on government capex cycles.
Last quarter's promises, checked
Delivered
- Revenue growth >13% YoY → delivered 74% (= BEAT)
- EBITDA margin 10% → delivered 10% (= BEAT)
- BESS assembly line start June 2026 → delivered ready (= BEAT)
Partly delivered
- Order book ₹5369Cr → delivered ₹5100Cr (= PARTIAL)
Missed
- FY26 Revenue ₹900-1000Cr → delivered ₹868Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: SPMLINFRA. Summary written with AI assistance from the document.
SPML Infra Ltd: key numbers
- Share price
- ₹159.18
- Market cap
- ₹1,340 Cr
- Revenue (annual)
- ₹868.5 Cr
- Net profit (annual)
- ₹74.68 Cr
- P/E (TTM)
- 15.7×Sector 31.7×
- 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.
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