SPML Infra Q2 FY27 Investor Presentation: ₹5,802 Cr New Orders, Focus on Water & Energy Sectors
SPML Infra's Q2 FY27 investor presentation reveals ₹5,802.81 crore in new orders, primarily in water and energy sectors. The company reported Q2 FY27 EBITDA of ₹238.70 crore and PAT of ₹22.23 crore. Significant equity raises of ₹819 crore since 2022 and a BBB(Stable) credit rating underscore its growth strategy.
The significant new order book, strategic focus on growing sectors like water and BESS, and successful equity infusion are material developments that are likely to have a substantial impact on the company's future financial performance and market position.
The announcement highlights substantial new order wins, strong financial performance in the quarter, and successful fundraising, all indicative of positive business momentum and future growth prospects.
SPML Infra Limited has released an investor presentation detailing its financial results for the second quarter and half-year ended September 30, 2026. The company has secured new orders totaling ₹5,802.81 crore, with significant contributions from Jal Jeevan Mission projects and the energy sector, including an order for Battery Energy Storage Systems (BESS) from NTPC.
The presentation highlights SPML's strategic focus on the water and energy sectors, leveraging government allocations such as ₹84,000+ crore for the Water Sector and ₹1,09,029 crore for the Energy Sector in the Budget 2026-27. The company emphasizes its strong EPC qualification in the water sector and its strategic partnership with Energy Vault for BESS deployment.
Financially, for Q2 FY27, SPML reported EBITDA of ₹238.70 crore and PAT of ₹22.23 crore, with margins of 11.01% and 9.32% respectively. For the six months ended FY27, EBITDA stood at ₹524.37 crore and PAT at ₹44.94 crore.
The company is actively managing its legacy debt, with a substantial portion covered by arbitration awards, and has successfully raised ₹819 crore in equity since 2022, including ₹400 crore from promoters, to fund growth in water, power, and BESS sectors.
SPML Infra has also been assigned a credit rating of BBB(Stable) by CRISIL and ICRA for its credit facilities amounting to ₹860 crore, and has secured enhancements to strengthen its project execution and bidding capacity.
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SPML Infra Limited filed this with the NSE as a statutory disclosure, categorised under other investor communications. 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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See the model portfoliosA plain-language summary of a public exchange filing by SPML Infra Limited. Read the original for the full detail.