EMS
EMS 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
EMS Limited aims to achieve a long-term CAGR of around 20%-25% in revenue growth up to 2030. - Historically, the company has grown revenue roughly threefold every six years, maintaining ~20% CAGR from 2013 to 2025. - Recent setbacks in FY '26 caused a revenue dip, but management expects recovery by FY '27, targeting revenues around Rs. EMS Limited targets a long-term CAGR of around 20%-25% from FY '27 through FY 2030. - FY '26 is considered a washout year due to external challenges, with recovery planned in FY '27. - FY '27 revenue is expected to surpass FY '25 levels (around Rs.
From EMS's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- EMS Limited aims to achieve a long-term CAGR of around 20%-25% in revenue growth up to 2030.
- Historically, the company has grown revenue roughly threefold every six years, maintaining ~20% CAGR from 2013 to 2025.
- Recent setbacks in FY '26 caused a revenue dip, but management expects recovery by FY '27, targeting revenues around Rs. 1,000 crores, similar to FY '25 levels.
- From FY '27 onward, the company plans to grow at an average of 20%-25% annually over the next several years.
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
- There is no explicit mention of current or immediate capex or strategic investment plans in the transcript.
- The company has passed a Board resolution to raise up to Rs. 300 crores as a precaution, but no immediate fund raise or capital investment is planned unless a large HAM (Hybrid Annuity Model) project requiring capital arises.
- For regular EPC projects, the company does not intend to raise funds or make major capital investments.
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
- As of March 31, 2026, the unexecuted order book stood at Rs. 1,837 crores.
- Post that, orders worth Rs. 209 crores have been received from UP Jal Nigam in Varanasi.
- Three more tenders are expected to be finalized soon, with bids likely converting into orders.
- Approximately Rs. 2,500 to Rs. 3,000 crores worth of tenders are in the pipeline, including projects with Delhi Jal Board and Maharashtra.
- The company aims to secure additional work exceeding Rs. 1,500 crores within the year.
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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 FY26 results?
EMS Limited aims to achieve a long-term CAGR of around 20%-25% in revenue growth up to 2030. - Historically, the company has grown revenue roughly threefold every six years, maintaining ~20% CAGR from 2013 to 2025. - Recent setbacks in FY '26 caused a revenue dip, but management expects recovery by FY '27, targeting revenues around Rs. EMS Limited targets a long-term CAGR of around 20%-25% from FY '27 through FY 2030. - FY '26 is considered a washout year due to external challenges, with recovery planned in FY '27. - FY '27 revenue is expected to surpass FY '25 levels (around Rs.
What is EMS share price analysis?
EMS currently shows a moderate growth signal based on ranking data. 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?
There is no explicit mention of current or immediate capex or strategic investment plans in the transcript. - The company has passed a Board resolution to raise up to Rs.
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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.