EMS Limited Earnings Conference Call Transcript for Q2 & H1 FY26
EMS Limited's Q2 & H1 FY26 earnings call transcript released. Revenue impacted by rains, but aims for 18-20% annual growth. Unexecuted order book at ₹2,388 crore.
The announcement discusses both challenges (revenue decline due to rains) and positive aspects (growth targets, order book).
The announcement primarily provides factual information regarding the earnings call, financial performance, and future plans of the company. While there are challenges mentioned, the company expresses confidence in achieving its growth targets.
* EMS Limited held an earnings conference call on November 18, 2025, to discuss the unaudited financial results for the quarter and half year ended September 30, 2025. * Mr. H.K. Kansal has been appointed as the CEO of the company. * The company's revenue for FY13 was ₹107 crore, which increased to ₹320 crore by 2019, and further to ₹970 crore by 2025, reflecting a CAGR of 20%. * Q2 figures saw a decline of about 26-27% due to pan-India rains affecting underground execution. * The company is still aiming for an 18-20% annual growth compared to FY25. * Margins have shrunk by only 2% for the quarter despite the impact of the rains. * The company's unexecuted order book is ₹2,388 crore, and tenders in the pipeline are about ₹4,000 crore. * The company expects additional orders of ₹500-600 crore in this financial year and is eyeing big projects in Madhya Pradesh worth around ₹1,000 crore. * Brijbihari has been renamed as EMS Industries and is now a wholly-owned subsidiary of EMS Limited. * Historically, the company has generated 40% of its revenue in H1 and 60% in H2, but this year, it expects to generate twice the revenue in H2 compared to H1. * The company aims to achieve a revenue of around ₹1,150 crore, reflecting a 20% annual growth. * Management is confident about maintaining revenue growth and margins for FY26.
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EMS 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 medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by EMS Limited. Read the original for the full detail.