SPML Infra Ltd
SPML Infra Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #10 of 55 in Construction
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The short version
SPML Infra expects strong revenue growth driven by both water and power segments, aiming for equal turnover contribution by 2029-2030. - Target order inflows of Rs. SPML Infra expects sustained revenue growth driven by both water and power sectors, targeting Rs.
From SPML Infra Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SPML Infra expects strong revenue growth driven by both water and power segments, aiming for equal turnover contribution by 2029-2030.
- Target order inflows of Rs. 4,000-Rs. 5,000 crore annually in water projects, with execution over 3-4 years.
- BESS (Battery Energy Storage Systems) plant ramp-up to:
- 2.5 GW capacity by Q1 FY27
- 5 GW capacity by FY28
- Plans to scale further to 10 GW and beyond in the longer term.
- Revenue from BESS is expected to rise progressively:
- Rs. 1,000 crore per 1 GW of capacity
- Approx. Rs. 2,500 crore from 2.5 GW capacity next year
- Rs. 5,000 crore potential from 5 GW plant at full capacity
2 more points from SPML Infra Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capex of Rs. 125 crore planned for establishing a 2.5 GW BESS manufacturing plant in Pune, including land cost.
- Total capex for scaling the plant to 5 GW is Rs. 175 crore, funded through preferential allotment and internal accruals.
- Preferential allotment funds have already been generated to fund the capex phases.
- Plant commissioning timeline: 2.5 GW capacity by Q1 FY27 and 5 GW capacity by FY28.
- Plans to ramp up further to 10 GW post 5 GW capacity expansion in the medium to long term.
- Strategic technology tie-up with NASDAQ-listed Energy Vault for advanced BESS technology and support.
2 more points from SPML Infra Ltd's call on capex
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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
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Order Book & Pipeline
- Current order book stands at approximately Rs. 4,500 crore (Page 6).
- Legacy orders within this order book amount to around Rs. 2,000 crore, expected to be completed in 2-3 years (Page 6).
- New orders valued at about Rs. 2,500 crore to be completed in 3-4 years (Page 6).
- Pending L1 orders are about Rs. 2,200 crore, expected to be converted into confirmed orders by September/October (Page 6-7).
- Company targets annual order inflows of Rs. 4,000 to Rs. 5,000 crore for FY26 (Page 4).
2 more points from SPML Infra Ltd's call on order book
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SPML Infra Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹291 Cr, net profit ₹27 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What SPML Infra's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Construction
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were SPML Infra Ltd Q1 FY26 results?
SPML Infra expects strong revenue growth driven by both water and power segments, aiming for equal turnover contribution by 2029-2030. - Target order inflows of Rs. SPML Infra expects sustained revenue growth driven by both water and power sectors, targeting Rs.
What is SPML Infra Ltd share price analysis?
SPML Infra Ltd currently shows a neutral. The stock trades at a P/E of 19.0 with a market cap of ₹1,617 Cr. Investors should review the full earnings analysis for detailed insights.
Is SPML Infra Ltd planning capital expenditure?
Capex of 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.