Univastu India Ltd Analyst Call Transcript for Q2 & H1FY26
Univastu releases analyst call transcript. Q2FY26 revenue ₹48.34 Cr, up 64.36% QoQ. Strong order book ₹630+ Cr. Targeting metro segment, net zero projects. Setubandhan acquisition in final approval.
The announcement includes significant financial growth, strategic acquisitions, and expansion plans, indicating a potentially high impact on the company's future performance and market position.
The announcement contains positive financial results, growth projections, new orders, and strategic initiatives, reflecting a positive outlook for the company.
* Univastu India Limited has released the transcript of its analyst conference call held on November 28th, 2025, following the announcement of unaudited financial results for quarter and half year ended September 30th, 2025. * Key financial highlights for Quarter 2 FY26: * Revenue from operations stood at ₹48.34 crore, a 64.36% QoQ growth. * EBITDA was ₹8.36 crore with a 17.3% margin, growing 11.39%. * PAT was ₹5.01 crore, up 25.08% QoQ. * EPS stood at ₹3.87, a 77.5% QoQ growth. * Half-yearly basis: * Turnover of ₹77.74 crore, up 10.33% YoY. * EBITDA was ₹15.86 crore, up 22.51% YoY. * PAT increased to ₹9.02 crore, a 46.95% YoY growth. * EPS improved 59.63% YoY to ₹6.05. * The company has a strong order book of ₹630+ crore and anticipates robust revenue growth in the coming quarters with a focus on efficiency, cost control, and diversification. * The company is targeting the metro segment and net zero projects and has tied up with Myrtha Pools A&T Italy for the India market as the sole distributor. * They are opening a new subsidiary company in BMS (Building Management System) for the metro sector, featuring a wireless BMS based on Zigbee technology. * Bootes Infra contributed about 25% to the revenue. The total order book in Bootes is currently ₹150 crore, in addition to the existing ₹635 crore. * Expecting ₹125 crore in H2. The company expects sustainable margins of around 10% PAT. * The company has applied for a debt of ₹10 crore in Canara Bank, with peak debt expected to be up to ₹40 crore. * Revenues from the Opal Luxury acquisition are expected to start flowing in from the next financial year, with a target of ₹5 crore for FY27 and ₹20 crore from FY28 onwards, with margins of 30%. * The company is bidding for ₹400 crore projects and expects a minimum of ₹200 crore order book for the second half. * The company is targeting ₹200 crore revenue for FY26 and ₹300 crore+ for FY27, with margins expected to improve from the current 10% PAT. * They are working on Commonwealth Games projects and targeting some projects. Also targeting Olympics for 2036. * The company is targeting a minimum of ₹500 crore from the sports segment, ₹300 to ₹400 crore from the E&M segment in metro, and a minimum of ₹100 crore from the BMS segment. * Setubandhan Infrastructure acquisition is in the final approval stage from NCLT, with the next date in December. The company has a stake of 34% in Biomining India Private Limited, which has an order with BMC of about 1 lakh crore metric ton, with an order value of around ₹600 crore. Univastu expects to receive around 35% of this, split in FY27-28. * Univastu has paid ₹2.75 crore till now for Setubandhan, and they are going to pay ₹20 crore, plus ₹7.5 crore is a sure equity buyback. The company is looking for further acquisition opportunities in niche areas. * The company has completed a Metro line for Mumbai, and their BMS is installed in the same Metro line. They are targeting more than 100 stations in the MMR region. * The company is expanding in Gujarat, Meghalaya, Asam, and Bihar.
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Univastu India 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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