Any current/future new fundraising through debt or equity?

There is no mention of any current or planned fundraising through debt or equity in the transcript. The company is focusing on increasing revenues and EBITDA margins primarily through operational improvements and expansion of manufacturing facilities. Mohit Saboo discussed plans to install two additional AAC block manufacturing facilities in the next two years but did not specify any fundraising related to these expansions. No direct reference to raising funds via equity or debt was made during the Q&A or closing remarks. The focus is on operational scaling and certification completion to driv

Any current/future capex/capital investment/strategic investment?

The company plans to install two additional AAC block manufacturing facilities within the next 2 years to support revenue growth. Machinery orders have been placed for in-house manufacturing of construction chemicals, moving away from outsourcing and branding, expected to enhance margins and volumes. The Umargaon plant underwent a technology upgradation completed by October 16, 2024, aimed at lowering costs and reducing rejections. The plant capacity is being scaled up, with a consolidated group-level installed power capacity targeted to increase from around 1 MW to approximately 3.5 MW by the

Future growth expectations in sales/revenue/volumes?

H2 FY25 is expected to be significantly better than H1 due to easing of election impacts and monsoon effects. A decent jump in volumes and revenues is anticipated over the next 3 to 6 months. The company targets to double its revenues over the next 2 years (FY26 and FY27). Plans to install two additional AAC block manufacturing facilities within the next 2 years to support growth. Improvement in plant utilization expected to reach optimum levels (65%-70%) within 2-3 quarters. With new certifications and approvals, the ready-made AAC wall products are expected to generate substantial volumes an

Future growth expectations in earnings/operating earnings/profits/EPS?

Bigbloc aims to improve EBITDA margins to 18%-22% soon, up from current lower margins due to losses and new facility startup. Expect a stronger second half of FY25 as monsoon effects and election-related delays subside, with a decent jump in volumes and revenues. The company targets to double revenues over the next 2 years, driven by installing two more AAC block manufacturing facilities by FY26-FY27. New product launches (e.g., ready-made walls under ZMARTBUILD WALL) along with certifications will expand market share and margins. Profitability is expected to improve as upgraded plants

Current/ Expected Orderbook/ Pending Orders?

Bigbloc Construction is in talks with several large contractors and multinationals for bulk orders, especially for their newly certified ready-made wall products. Several projects in the pipeline are expected to generate revenues of INR 20 to 30 crores over the next 6 to 12 months. Additional potential orders are expected once necessary certifications from laboratories like IIT and ARAI are received. After certifications, significant plant visits and audits by contractors are underway, likely leading to large orders from construction companies managing projects of 5 lakh to 10 lakh square feet

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BIGBLOC Construction LtdQ3 FY24Cement & Cement Products

BIGBLOC Construction Ltd Q3 FY24 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹49.7Market Cap: ₹811 CrSector: Cement & Cement Products

Management growth scorecard

Revenue

Category 1

Margin

Category 1

Fundraise

N/A

Order

Yes

Capex

Yes

4 of 4 growth signals are positive — a strong management growth story.

Full analysis

Revenue guidance

Category 1

→H2 FY25 is expected to be significantly better than H1 due to easing of election impacts and monsoon effects.
→A decent jump in volumes and revenues is anticipated over the next 3 to 6 months.
→The company targets to double its revenues over the next 2 years (FY26 and FY27).
→Plans to install two additional AAC block manufacturing facilities within the next 2 years to support growth.
→Improvement in plant utilization expected to reach optimum levels (65%-70%) within 2-3 quarters.
→With new certifications and approvals, the ready-made AAC wall products are expected to generate substantial volumes and revenues.
→Expected revenue generation of INR 20-30 crores from new projects over the next 6 to 12 months.
→EBITDA margins are targeted to improve back to 18%-22% as new facilities become operational and revenues increase.

Margin guidance

Category 1

→Bigbloc aims to improve EBITDA margins to 18%-22% soon, up from current lower margins due to losses and new facility startup.
→Expect a stronger second half of FY25 as monsoon effects and election-related delays subside, with a decent jump in volumes and revenues.
→The company targets to double revenues over the next 2 years, driven by installing two more AAC block manufacturing facilities by FY26-FY27.
→New product launches (e.g., ready-made walls under ZMARTBUILD WALL) along with certifications will expand market share and margins.
→Profitability is expected to improve as upgraded plants ramp up, overhead losses from new facilities reduce, and bulk orders from contractors materialize.
→Long-term growth aided by shifting market preference from traditional bricks to AAC blocks due to environmental regulations and rising red brick prices.
→The company anticipates multiple revenue jumps in FY26 and FY27 with consistent EBITDA margin expansion.

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Fundraise plans

→There is no mention of any current or planned fundraising through debt or equity in the transcript.
→The company is focusing on increasing revenues and EBITDA margins primarily through operational improvements and expansion of manufacturing facilities.
→Mohit Saboo discussed plans to install two additional AAC block manufacturing facilities in the next two years but did not specify any fundraising related to these expansions.
→No direct reference to raising funds via equity or debt was made during the Q&A or closing remarks.
→The focus is on operational scaling and certification completion to drive revenue growth rather than on external fundraising at this time.

Order book

Yes

→Bigbloc Construction is in talks with several large contractors and multinationals for bulk orders, especially for their newly certified ready-made wall products.
→Several projects in the pipeline are expected to generate revenues of INR 20 to 30 crores over the next 6 to 12 months.
→Additional potential orders are expected once necessary certifications from laboratories like IIT and ARAI are received.
→After certifications, significant plant visits and audits by contractors are underway, likely leading to large orders from construction companies managing projects of 5 lakh to 10 lakh square feet.
→The company is targeting to double revenues over the next 2 years with plans to install two more AAC block manufacturing facilities.
→Overall, the orderbook is expected to improve significantly post certification and commissioning of new facilities and products.

Capex plans

Yes

→The company plans to install two additional AAC block manufacturing facilities within the next 2 years to support revenue growth.
→Machinery orders have been placed for in-house manufacturing of construction chemicals, moving away from outsourcing and branding, expected to enhance margins and volumes.
→The Umargaon plant underwent a technology upgradation completed by October 16, 2024, aimed at lowering costs and reducing rejections.
→The plant capacity is being scaled up, with a consolidated group-level installed power capacity targeted to increase from around 1 MW to approximately 3.5 MW by the end of the current financial year.
→New product launches like ZMARTBUILD WALL require certification and are expected to drive bulk orders once approvals are obtained.
→Overall, the capex focuses on capacity expansion, technology enhancement, and new product development to support scaling and improve profitability.

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