Cemindia Projects Q1 FY27 Concall Transcript Released
Cemindia Projects reported Q1 FY27 revenue of ₹2,721 crore, up 6% YoY. EBITDA grew 9% to ₹285 crore, and PAT increased 3% to ₹141 crore. The company secured ₹8,519 crore in new orders during Q1 FY27, with a total order pipeline of ₹31,000 crore. A ₹5,000 crore QIP is planned to fund growth. The company expects order inflows of ₹25,000 crore for FY27.
The release of a concall transcript provides detailed insights into the company's financial performance, operational updates, future strategies, and outlook. This information is material for investors and analysts in assessing the company's prospects.
The company reported year-on-year growth in revenue, EBITDA, and profit after tax. Strong order inflows and a healthy order book provide good revenue visibility. The management expressed optimism about future growth and opportunities.
Cemindia Projects Limited (formerly ITD Cementation India Limited) has released the transcript of its Analysts/Investors conference call held on July 29, 2026, concerning the Unaudited Financial Results for the quarter ended June 30, 2026. The company reported a healthy start to the financial year with revenue increasing by 6% year-on-year to ₹2,721 crore from ₹2,576 crore in Q1 FY26. EBITDA grew by 9% year-on-year to ₹285 crore, with the EBITDA margin improving to 10.5% from 10.1%. Profit after tax saw a 3% year-on-year increase, reaching ₹141 crore from ₹137 crore in Q1 FY26.
Order inflow remained strong, with the company securing orders worth ₹8,519 crore in Q1 FY27. An additional ₹1,247 crore in new orders were secured in July, and the company is currently L1 in projects valued at approximately ₹990 crore, bringing the total new orders to approximately ₹10,756 crore. The company's work in hand stands at around ₹31,000 crore, a significant increase from the usual ₹18,000-20,000 crore. The management expressed confidence in maintaining this momentum, citing substantial opportunities ahead.
Operational performance highlighted a steady quarter compared to previous periods, with EBITDA around 10.5% and PAT at 5.2%. The company has secured two metro jobs (Pune and Delhi underground), a job at Burnpur for Steel Authority of India Limited, and group orders worth around ₹6,000 crore, including an Elevated Corridor Road in Munger and irrigation works in Rajasthan. The company is focusing on digitalization, technology adoption in construction methods, project planning, and monitoring, including the use of AI.
Regarding future outlook, Cemindia Projects aims to secure around ₹25,000 crore in new orders for FY27, having already secured ₹8,000 crore in Q1. The company has a pipeline visibility of over ₹90,000 crore. Execution is expected to ramp up in Q3 and Q4, with some newly secured jobs commencing production from Q3. The company is also exploring new segments like data centers, high-speed rail, and nuclear power. The company has approved a fundraise of ₹5,000 crore via QIP to support anticipated growth and necessary investments in plant and equipment.
Key segments for future order inflows include underground metro, marine, road tunnels, PSP hydro projects, and data centers. The company has a significant pipeline of marine jobs worth approximately ₹15,000 crore. Regarding data centers, the company is already working on projects in Navi Mumbai (five data centers totaling around 320-400 MW) and has secured related civil structure work in Vizag. The management expects double-digit EBITDA margins to be maintained, despite potential geopolitical and commodity price fluctuations, by building in cushions and safety factors in their bids.
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Cemindia Projects Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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