E to E Transportation Infrastructure Ltd
E to E Transportation Infrastructure Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
Targeting 45% to 50% CAGR in revenue over the next 2-3 years. - New order inflow target of around INR 1,000 crores for FY27 to support growth. - Expect quarterly run rates of approx. The company targets a revenue CAGR of 45% to 50% over the next 2-3 years.
From E to E Transportation Infrastructure Ltd's Q4 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- Targeting 45% to 50% CAGR in revenue over the next 2-3 years.
- New order inflow target of around INR 1,000 crores for FY27 to support growth.
- Expect quarterly run rates of approx. INR 100 crores in H1 and INR 160–170 crores in H2 FY27.
- Large-scale railway modernization cycle and signaling upgrades to drive opportunities.
- Expanding capabilities in system integration, OEM, product development (NOVA), and O&M services.
- Focus on increasing order book to revenue ratio and smoother execution to improve cash flows.
2 more points management made on revenue & sales performance
Profitability & Margins
See what E to E Transportation Infrastructure Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- NOVA subsidiary: Planned investment of around INR 15 crores in FY27, primarily capital expenditure, funded through e2E accruals.
- NOVA's investment focuses on developing safety-critical railway applications and Kavach product enhancements.
- Kavach product development is ongoing, with full commercialization targeted starting FY29.
- The company aims to build an integrated railway safety platform through NOVA, investing in hardware and electronics for critical applications.
2 more points management made on capital expenditure plans
Top-ranked in Construction
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 E to E Transportation Infrastructure Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current executable order book (including L1 positions) stands at approximately INR 860 crores plus GST (~INR 1,000 crores including GST) as of early FY27.
- Within the first 45 days of FY27, new orders of around INR 350 crores have been secured.
- Target for new order inflows in FY27 is around INR 1,000 crores total, with approximately INR 650 crores more expected after the initial INR 350 crores.
- The order book includes large single orders such as a significant INR 200+ crores contract in South Central Railway for signaling and electrification.
2 more points management made on order book & pipeline
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What E to E Transportation's management said in earlier quarters
Frequently Asked Questions
What were E to E Transportation Infrastructure Ltd Q4 FY26 results?
Targeting 45% to 50% CAGR in revenue over the next 2-3 years. - New order inflow target of around INR 1,000 crores for FY27 to support growth. - Expect quarterly run rates of approx. The company targets a revenue CAGR of 45% to 50% over the next 2-3 years.
What is E to E Transportation Infrastructure Ltd share price analysis?
E to E Transportation Infrastructure Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 35.4 with a market cap of ₹595 Cr. Investors should review the full earnings analysis for detailed insights.
Is E to E Transportation Infrastructure Ltd planning capital expenditure?
NOVA subsidiary: Planned investment of around INR 15 crores in FY27, primarily capital expenditure, funded through e2E accruals.
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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.