Bajel Projects Ltd
Bajel Projects Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
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The short version
Bajel Projects targets revenue growth upwards of 15% for FY27, emphasizing quality-led growth rather than scale alone. Bajel Projects targets over 15% revenue growth for FY27, focusing on scale to absorb fixed costs.
From Bajel Projects Ltd's Q4 FY26 earnings-call transcript · updated 3 Sept 2026.
Revenue & Sales Performance
- Bajel Projects targets revenue growth upwards of 15% for FY27, emphasizing quality-led growth rather than scale alone.
- The current order book stands slightly below INR3,500 crores, with new orders worth over INR1,000 crores secured in early FY27.
- The company is L1 or in advanced stages of negotiation for orders worth INR2,000 crores.
- Active pursuit of opportunities totaling INR22,000 crores supports robust order book growth.
- Expansion of manufacturing capacity from 45,000 metric tonnes to 110-120,000 metric tonnes per annum is expected to enhance execution capacity and margins.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Bajel Projects Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Bajel Projects is expanding its manufacturing facility at Ranjangaon near Pune to increase capacity from ~45,000 metric tonnes to 110,000-120,000 metric tonnes per annum through a phased capex of INR170 crores.
- Phase 1 and 2 of the expansion are expected to be operational by end of FY27, with around 60-70% of the capex (~INR130-140 crores) spent on these phases.
- The expansion includes commissioning a large galvanizing bath (Aug FY26), increasing transmission tower capacity from 2,000 to 6,000 metric tonnes per month, and adding a new monopole production line by end of FY28.
- Funding comprises INR120 crores via term loan and INR50 crores from internal investments.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
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Fundraising & Capital Structure
See what Bajel Projects Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, Bajel Projects Limited's unexecuted order book stood at INR 3,442 crores.
- The company received order inflows of approximately INR 3,100 crores during FY25-26, a 55% YoY increase.
- In the first 40 days of the current financial year (FY27), orders worth INR 1,000 crores were secured, including the first order from the Middle East and North Africa region valued at approximately INR 400 crores.
- Bajel is L1 or in advanced negotiation stages for orders worth over INR 2,000 crores.
2 more points management made on order book & pipeline
Bajel Projects Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.0K Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Bajel Projects Ltd's management said in earlier quarters
Frequently Asked Questions
What were Bajel Projects Ltd Q4 FY26 results?
Bajel Projects targets revenue growth upwards of 15% for FY27, emphasizing quality-led growth rather than scale alone. Bajel Projects targets over 15% revenue growth for FY27, focusing on scale to absorb fixed costs.
What is Bajel Projects Ltd share price analysis?
Bajel Projects Ltd currently shows a below-average growth signal. The stock trades at a P/E of 82.7 with a market cap of ₹2,231 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bajel Projects Ltd planning capital expenditure?
Bajel Projects is expanding its manufacturing facility at Ranjangaon near Pune to increase capacity from ~45,000 metric tonnes to 110,000-120,000 metric tonnes per annum through a phased capex of INR170 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.