SPML Infra Ltd
SPML Infra 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
3 of 5 strong
The short version
Targeting minimum 25% growth in both top line (revenue) and bottom line (profit) for FY27 and subsequent years. - Order intake goal: INR 5,000 crores annually, with net water orders around INR 2,500 to 3,000 crores. - Execution spread over 3 years; shortfalls in one year expected to be compensated in subsequent years. - BESS segment targeting 2.5 to 5 gigawatt capacity with peak revenue potential around INR 5,000 crores. - By 2029-30, expecting 50:50 revenue split between water infrastructure and power/BESS businesses. - Long-term expectation to grow revenue from approx. SPML Infra targets a minimum 25% growth in both top line (revenue) and bottom line (profits) for FY27 and beyond.
From SPML Infra Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting minimum 25% growth in both top line (revenue) and bottom line (profit) for FY27 and subsequent years.
- Order intake goal: INR 5,000 crores annually, with net water orders around INR 2,500 to 3,000 crores.
- Execution spread over 3 years; shortfalls in one year expected to be compensated in subsequent years.
- BESS segment targeting 2.5 to 5 gigawatt capacity with peak revenue potential around INR 5,000 crores.
- By 2029-30, expecting 50:50 revenue split between water infrastructure and power/BESS businesses.
- Long-term expectation to grow revenue from approx. INR 800 crores currently to around INR 10,000 crores by 2030-31 through balanced growth in both water and BESS sectors.
2 more points from SPML Infra Ltd's call on revenue
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Profitability & Margins
See what SPML Infra Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is targeting a total capex of approximately INR 200 crores for the Battery Energy Storage System (BESS) segment.
- Breakdown of the capex includes:
- INR 175 crores for expanding capacity from 2.5 to 5 gigawatt-hour.
- INR 25 crores planned for Research & Development expenditure.
- INR 35 crores allocated for container manufacturing facilities.
- The container manufacturing is planned to be completed by the end of the current year.
- BESS is a strategic focus area, integrating battery pack manufacturing, container manufacturing, and EPC business.
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
See what SPML Infra Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book including joint ventures (JV) is around INR5,616 crores.
- Net water order book share (excluding consortium) is roughly INR3,300 crores.
- Target for annual water order inflow is INR5,000 crores, inclusive of JV, aiming for net order share of INR2,500 to INR3,000 crores.
- Orders have typical execution timelines of 3 years, with expected new orders of INR4,000 to INR5,000 crores next year.
- Order book for BESS and power is growing, supported by large NTPC BESS order (~INR1,128 crores).
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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Frequently Asked Questions
What were SPML Infra Ltd Q4 FY26 results?
Targeting minimum 25% growth in both top line (revenue) and bottom line (profit) for FY27 and subsequent years. - Order intake goal: INR 5,000 crores annually, with net water orders around INR 2,500 to 3,000 crores. - Execution spread over 3 years; shortfalls in one year expected to be compensated in subsequent years. - BESS segment targeting 2.5 to 5 gigawatt capacity with peak revenue potential around INR 5,000 crores. - By 2029-30, expecting 50:50 revenue split between water infrastructure and power/BESS businesses. - Long-term expectation to grow revenue from approx. SPML Infra targets a minimum 25% growth in both top line (revenue) and bottom line (profits) for FY27 and beyond.
What is SPML Infra Ltd share price analysis?
SPML Infra Ltd currently shows a moderate growth signal based on ranking data. 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?
The company is targeting a total capex of approximately INR 200 crores for the Battery Energy Storage System (BESS) segment.
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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.