Telge Projects Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 24 May 2026 | Construction | Market Cap: ₹159 Cr

Telge Projects targets a medium-term CAGR growth of 60% to 70% in revenues for FY2026-27 and beyond. - The company expects order book and project pipelines to grow steadily with Rs. Telge Projects Limited targets a **60% to 70% CAGR growth** in revenue for FY2026-27 and the near future. - **EBITDA margins** are expected to maintain around **35%**, with PAT margins between **20% to 23%** based on Q4 FY26 performance. - The company aims to sustain Q4 FY26 levels of EBITDA and PAT margins in FY2027. - Growth is driven by strategic investments in people, technology (including AI integration), and capacity expansion across global markets. - Focus on increasing project ticket sizes from Rs.

From Telge Projects Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

175

Market Cap

₹159 Cr

P/E Ratio

20.9

Revenue Rank

Rank 1

Margin Rank

Rank 3

How does Telge Projects Ltd rank in Construction?

Compare Telge Projects Ltd against every Construction company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 1Margin: Rank 3
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Telge Projects Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹14 Cr, net profit ₹4 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 1
  • Telge Projects targets a medium-term CAGR growth of 60% to 70% in revenues for FY2026-27 and beyond.
  • The company expects order book and project pipelines to grow steadily with Rs. 25 crore active order book and Rs. 6 crore pipeline in bidding stage.
  • Focus on acquiring bigger projects, increasing project ticket size from Rs. 2-3 crore to Rs. 8-10 crore.
  • Growth driven by both organic expansion (including new regions Nashik, Latur) and inorganic acquisitions (recently acquired Edward Farr Architects and others).
  • Emphasis on cross-selling services acquired from recent acquisitions to expand client base.
  • Expansion beyond structural services to architectural and MEP design services to increase service portfolio and revenues.
  • Local US teams help secure better pricing and bigger contracts.
  • Technology adoption including AI aims to improve execution efficiency, supporting scalable growth.

📈 Profitability & Margins

Rank 3
  • Telge Projects Limited targets a **60% to 70% CAGR growth** in revenue for FY2026-27 and the near future.
  • **EBITDA margins** are expected to maintain around **35%**, with PAT margins between **20% to 23%** based on Q4 FY26 performance.
  • The company aims to sustain Q4 FY26 levels of EBITDA and PAT margins in FY2027.
  • Growth is driven by strategic investments in people, technology (including AI integration), and capacity expansion across global markets.
  • Focus on increasing project ticket sizes from Rs. 2-3 crores to Rs. 8-10 crores for longer project lifecycles that aid recurring revenue.
  • Cross-selling opportunities with acquired firms and expanding into new services like MEP and architectural design will also support growth.
  • Maintaining margins by leveraging higher billing rates ($45-$60/hour) and operational efficiency through AI and regional expansion (Nashik, Latur).

🏗️ Capital Expenditure Plans

Yes
- Telge Projects Limited is investing deeply in capabilities including people, capacity, technology utilization, and competencies across fields. - A provision of Rs. 5 crores has been made specifically for acquisitions, indicating strategic investment in growth. - No new debt is currently planned for acquisitions; alternative funding options other than debt are being considered. - No immediate equity dilution or rights issue is planned for this year. - There are ongoing efforts to integrate AI and automation tools (e.g., Claude by Anthropic, Tekla, SDS2, Revit) customized to client needs, reflecting capital allocation in technology. - Expansion of offices, such as the Nashik office becoming operational, supports future scalability and capacity enhancement. - Future acquisitions are targeted to expand capabilities, especially in MEP (mechanical, electrical, plumbing) services and design, complementing recent acquisition of architectural services through Edward Farr. Overall, the company is strategically investing across talent, technology, infrastructure, and selective acquisitions to support long-term growth.

💰 Fundraising & Capital Structure

No
  • No active plans for new debt fundraising in the near term.
  • Future acquisitions will be funded through various arrangements; debt is not the primary focus.
  • Different funding options will be considered depending on specific acquisition opportunities.
  • Equity dilution or rights issue is not planned for this year.
  • The company remains open to alternative funding methods aligned with acquisition needs but is cautious about early equity raises.

📋 Order Book & Pipeline

Yes
  • Current active order book stands at approximately Rs. 25 crores across structural and architectural business segments.
  • Of this Rs. 25 crores, around Rs. 10 crores is from the newly acquired architectural business (Edward Farr).
  • Approximately 80% of the order book is from the US region.
  • The company has a pipeline of around Rs. 6 crores currently in the bidding (RFQ) stage, expected to convert within 2 weeks to a month.
  • The order book is expected to keep building throughout the year, with monthly additions of Rs. 4-5 crores.
  • The improved local US team helps in acquiring bigger projects with higher ticket sizes (targeting Rs. 8-10 crore projects).
  • The company is confident of expanding and growing the order book further from current levels.

Key Metrics

Revenue

Rank 1

Margin

Rank 3

Capex

Yes

Fundraise

No

Order Book

Yes

Frequently Asked Questions

What were Telge Projects Ltd Q4 FY26 results?

Telge Projects targets a medium-term CAGR growth of 60% to 70% in revenues for FY2026-27 and beyond. - The company expects order book and project pipelines to grow steadily with Rs. Telge Projects Limited targets a **60% to 70% CAGR growth** in revenue for FY2026-27 and the near future. - **EBITDA margins** are expected to maintain around **35%**, with PAT margins between **20% to 23%** based on Q4 FY26 performance. - The company aims to sustain Q4 FY26 levels of EBITDA and PAT margins in FY2027. - Growth is driven by strategic investments in people, technology (including AI integration), and capacity expansion across global markets. - Focus on increasing project ticket sizes from Rs.

What is Telge Projects Ltd share price analysis?

Telge Projects Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 20.9 with a market cap of ₹159 Cr. Investors should review the full earnings analysis for detailed insights.

Is Telge Projects Ltd planning capital expenditure?

Telge Projects Limited is investing deeply in capabilities including people, capacity, technology utilization, and competencies across fields. - A provision of Rs.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

What Telge Projects's management said in earlier quarters

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