Cemindia Projects Ltd Q4 FY26 Earnings Analysis
Published 16 Aug 2026 | Construction | Market Cap: ₹22.3K Cr
Price
₹1,299
Market Cap
₹22.3K Cr
P/E Ratio
37.1
Revenue Rank
Margin Rank
Earnings Summary
Cemindia Projects Limited expects to maintain a revenue growth of around 20% to 25% for the next 1 to 3 years. Cemindia Projects Limited aims to maintain the current momentum and margins in FY27, with managing director Jayanta Basu indicating stable PAT and PAT margins.
📊 Revenue & Sales Performance
Rank 2- →Cemindia Projects Limited expects to maintain a revenue growth of around 20% to 25% for the next 1 to 3 years.
- →Beyond 3 years, growth predictions are uncertain due to variable infrastructure market conditions.
- →For FY27, the company aims for at least 25% revenue growth compared to the previous year.
- →Order book targets for the year are approximately INR 25,000 crores, up from around INR 19,000 crores in the prior year.
- →A robust pipeline of INR 70,000 crores exists, including tenders submitted and upcoming opportunities.
- →Growth is expected primarily from road, highway, and large-diameter tunnel segments along with metro projects.
- →The company foresees continued momentum in execution and order inflows due to strong promoter backing and infrastructure demand.
📈 Profitability & Margins
Rank 3- →Cemindia Projects Limited aims to maintain the current momentum and margins in FY27, with managing director Jayanta Basu indicating stable PAT and PAT margins.
- →Revenue growth guidance targets around 20-25% annually for the next 1-3 years, with some caution about the longer-term outlook beyond that.
- →EBITDA margins are expected to stabilize around 10.5%, with some quarters showing a temporary improvement due to claims and project completions.
- →Order book growth is anticipated, with a target of approximately INR25,000 crores in new orders for FY27, supporting revenue expansion.
- →No immediate plans for fundraising; existing funds are considered sufficient for planned growth.
- →Inflationary pressures on raw materials may impact margins but are mitigated through contractual escalation clauses in about 80% of jobs.
- →Overall, the company aims for steady and sustainable growth in operating earnings supported by new large project wins and improved execution efficiency.
🏗️ Capital Expenditure Plans
Yes💰 Fundraising & Capital Structure
No- →There is no plan for fundraising in the near future.
- →The company is comfortable with the funds it currently has.
- →This was explicitly stated by Jayanta Basu in response to a question about fundraising plans.
📋 Order Book & Pipeline
Yes- →Current Work-in-Hand (Order Book) stands at INR 29,000 crores (includes L1 orders of INR 1,600 crores and a secured order of INR 3,200 crores).
- →Order inflow for the year is approximately INR 19,000 crores, a significant increase from previous years (~INR 7,000 crores).
- →Pipeline of potential projects amounts to about INR 70,000 crores, including tenders submitted, tenders yet to be out, and some overseas jobs.
- →Key segments for future order inflows include roads, highways, and tunnels where government emphasis and opportunities are abundant.
- →Specific notable projects include Kolkata Metro underground, Pune underground metro, Delhi underground metro, a port for JSW, and overseas projects like Abu Dhabi.
- →The company is optimistic about maintaining 20-25% growth over the next 1-3 years but finds it difficult to predict beyond that.
- →No fundraising planned currently; the company is comfortable with existing funds.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Cemindia Projects Ltd Q4 FY26 results?
Cemindia Projects Limited expects to maintain a revenue growth of around 20% to 25% for the next 1 to 3 years. Cemindia Projects Limited aims to maintain the current momentum and margins in FY27, with managing director Jayanta Basu indicating stable PAT and PAT margins.
What is Cemindia Projects Ltd share price analysis?
Cemindia Projects Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 37.1 with a market cap of ₹22,301 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cemindia Projects Ltd planning capital expenditure?
Capex for FY26 was INR 260 crores.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.