Bondada Engineering Ltd
Bondada Engineering 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
4 of 5 strong
The short version
Revenue growth of 60% to 70% expected in FY27 over FY26, driven by a strong order book of around INR7,200 crores. Revenue growth for FY27 expected at 60% to 70% over FY26, driven by a strong order book of INR7,200+ crores.
From Bondada Engineering Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue growth of 60% to 70% expected in FY27 over FY26, driven by a strong order book of around INR7,200 crores. (Page 23)
- Continued capacity building in renewable energy aligned with government targets, supporting sustained volume and revenue growth over the next 10 years. (Page 31)
- Expansion through inorganic growth in defense segment by acquiring/merging with three companies to enhance intellectual capital and market positioning. (Page 31)
- Target to achieve 25 GW renewable energy capacity by 2030, with approximately $1 billion in revenue anticipated from this segment. (Page 12)
- Commissioning of integrated manufacturing facility expected to add incremental revenues from FY28 onwards. (Page 12)
2 more points management made on revenue & sales performance
Profitability & Margins
See what Bondada Engineering Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No long-term Capex planned for data centres; only short-term Capex (6-8 months) to create ready-to-deploy shells for hyperscalers before handing over to data centre operators (Page 33).
- New integrated manufacturing facility (~27 acres near Hyderabad) construction to start in Q2 FY27 with Capex of around INR120-130 crores, to consolidate renewable energy product manufacturing including MMS structures, transmission towers, and vanadium battery storage tech (Page 10).
- Equity infusion for a 2 GW AP IPP project (worth INR9,000 crores) to happen in phases over 3-4 years, starting with around INR250 crores for initial 250 MW (Page 19).
- Strategic inorganic growth in defence sector via acquisition/merger of three companies to gain intellectual capital and scale operations (Pages 30-31).
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Bondada Engineering Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, the confirmed order book stands at approximately INR 7,147 crores.
- The order book breakdown includes:
- Renewable energy: INR 4,536 crores (~65%)
- Battery Energy Storage Systems (BESS): INR 1,463 crores (two major projects)
- Indian Railways, products, and defence orders also contribute.
- There is an additional significant special purpose vehicle (SPV) project for Andhra Pradesh (AP) involving 2 GW capacity with an order value of INR 9,000 crores, currently not included in the main order book.
- The company has L1 orders worth INR 2,850 crores expected to be awarded in Q1 FY27.
2 more points management made on order book & pipeline
Bondada Engineering Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹914 Cr, net profit ₹63 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Bondada Engineering Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Bondada Engineering Ltd Q4 FY26 results?
Revenue growth of 60% to 70% expected in FY27 over FY26, driven by a strong order book of around INR7,200 crores. Revenue growth for FY27 expected at 60% to 70% over FY26, driven by a strong order book of INR7,200+ crores.
What is Bondada Engineering Ltd share price analysis?
Bondada Engineering Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 15.4 with a market cap of ₹3,360 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bondada Engineering Ltd planning capital expenditure?
No long-term Capex planned for data centres; only short-term Capex (6-8 months) to create ready-to-deploy shells for hyperscalers before handing over to data centre operators (Page 33).
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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.