EMS
EMS Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects organic growth in sales/revenue at a sustained rate of 20% to 25% per annum, with potential to reach up to 30% growth in the coming years. The company expects revenue growth of 25% to 30% in FY'26, driven by execution of the current order book and new tenders.
From EMS's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects organic growth in sales/revenue at a sustained rate of 20% to 25% per annum, with potential to reach up to 30% growth in the coming years. (Page 3)
- For FY'26, management anticipates revenue growth of 25% to 30%. (Pages 7, 13)
- From the existing order book of approximately Rs. 2,236 crore, about Rs. 1,000 to Rs. 1,500 crore worth of orders are expected to be executed in the coming two quarters, contributing to growth. (Page 7)
2 more points from EMS's call on revenue
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Profitability & Margins
See what EMS said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has not raised funds via QIP yet, citing unfavorable market conditions; plans to raise funds for future large-scale hybrid community model projects once market improves (Page 8).
- Recent acquisition of Brij Bihari company involved corporate funds mostly allocated for acquisition and purchase of plant and machinery; no new capital investment disclosed beyond acquisition (Pages 11-12).
- Management expects huge investment in water sector, especially in Delhi, driven by government initiatives like cleaning of Ganga tributaries; no slowdown expected in government CAPEX in water segment (Page 16).
2 more points from EMS's call on capex
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Top-ranked in Other Utilities
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 EMS said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current unexecuted order book stands at Rs. 2,236 crore.
- Out of this, Rs. 331 crore is for operation and maintenance of water projects.
- Approximately Rs. 1,500 crore is from the water business; the balance is from other sectors.
- The company expects to execute about 40% of the order book each year, implying around Rs. 1,000 to Rs. 1,500 crore over the next two quarters.
- There is a tender pipeline worth Rs. 4,500 crore, with a bid conversion rate of 10% to 15%.
- The company anticipates securing Rs. 500 to Rs. 600 crore in new orders each quarter.
2 more points from EMS's call on order book
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EMS — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹200 Cr, net profit ₹19 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What EMS Ltd's management said in earlier quarters
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Frequently Asked Questions
What were EMS Q4 FY25 results?
The company expects organic growth in sales/revenue at a sustained rate of 20% to 25% per annum, with potential to reach up to 30% growth in the coming years. The company expects revenue growth of 25% to 30% in FY'26, driven by execution of the current order book and new tenders.
What is EMS share price analysis?
EMS currently shows a neutral. The stock trades at a P/E of 29.6 with a market cap of ₹2,014 Cr. Investors should review the full earnings analysis for detailed insights.
Is EMS planning capital expenditure?
The company has not raised funds via QIP yet, citing unfavorable market conditions; plans to raise funds for future large-scale hybrid community model projects once market improves (Page 8).
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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.