SPML Infra Ltd
SPML Infra Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting around 50% growth in both topline (revenue) and bottom-line (profit) for FY'26, subject to order inflow and execution timelines. - Current order book stands at approximately Rs. The company targets a minimum EBITDA margin of 10% on new orders, with older orders at around 5%.
From SPML Infra Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting around 50% growth in both topline (revenue) and bottom-line (profit) for FY'26, subject to order inflow and execution timelines.
- Current order book stands at approximately Rs. 3,000 crore with Rs. 2,571 crore in L1 orders expected to convert in Q1 and Q2 FY'26.
- Large market opportunity with monthly water sector tenders worth around Rs. 10,000 crore; annual water sector potential exceeds Rs. 1 lakh crore.
- Focused target of Rs. 3,000 to Rs. 5,000 crore in selected water projects.
- BESS segment targeted revenue of Rs. 1,500 to Rs. 2,500 crore over the next few years, with a manufacturing plant expected to contribute Rs. 1,000 to Rs. 1,500 crore at full capacity.
2 more points management made on revenue & sales performance
Profitability & Margins
See what SPML Infra Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- SPML Infra is setting up a 2.5 gigawatt Battery Energy Storage System (BESS) manufacturing facility in Maharashtra with a total CAPEX of Rs. 175 crore in two phases; the first phase of Rs. 125 crore will be fully funded through equity.
- The plant is expected to be commissioned by March 2026 or early FY 2026-27, with an anticipated 60%-75% capacity utilization a year after commissioning.
- This manufacturing unit will supply battery packs for their EPC projects and will also sell to other companies using renewable energy.
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 SPML Infra Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book as of 31st March 2025: Approximately Rs. 3,000 crore.
- Orders under L1 status: Rs. 2,571 crore, expected to convert to confirmed orders in Q1 and Q2 of FY'26 in tranches.
- Recent order wins include:
- Konar Irrigation Project worth Rs. 617.98 crore (100% execution by SPML).
- Rs. 258 crore consortium order from Chennai Metropolitan Water Supply and Sewerage Board (SPML’s share: 26%).
- Bidding tenders ongoing worth more than Rs. 9,000 crore across India.
- Future targets:
- Rs. 3,000 to Rs. 5,000 crore in water business.
- Rs. 1,500 to Rs. 2,000 crore in BESS segment.
2 more points management made on order book & pipeline
SPML Infra Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹291 Cr, net profit ₹27 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What SPML Infra's management said in earlier quarters
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Frequently Asked Questions
What were SPML Infra Ltd Q4 FY25 results?
Targeting around 50% growth in both topline (revenue) and bottom-line (profit) for FY'26, subject to order inflow and execution timelines. - Current order book stands at approximately Rs. The company targets a minimum EBITDA margin of 10% on new orders, with older orders at around 5%.
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?
SPML Infra is setting up a 2.5 gigawatt Battery Energy Storage System (BESS) manufacturing facility in Maharashtra with a total 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.