Any current/future new fundraising through debt or equity?

There is no plan for fundraising in the near future. The company is comfortable with the funds it currently has. This was explicitly stated by Jayanta Basu in response to a question about fundraising plans.

Future growth expectations in sales/revenue/volumes?

Cemindia Projects Limited expects to maintain a revenue growth of around 20% to 25% for the next 1 to 3 years. Beyond 3 years, growth predictions are uncertain due to variable infrastructure market conditions. For FY27, the company aims for at least 25% revenue growth compared to the previous year. Order book targets for the year are approximately INR 25,000 crores, up from around INR 19,000 crores in the prior year. A robust pipeline of INR 70,000 crores exists, including tenders submitted and upcoming opportunities. Growth is expected primarily from road, highway, and large-diamete

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

Cemindia Projects Limited aims to maintain the current momentum and margins in FY27, with managing director Jayanta Basu indicating stable PAT and PAT margins. Revenue growth guidance targets around 20-25% annually for the next 1-3 years, with some caution about the longer-term outlook beyond that. EBITDA margins are expected to stabilize around 10.5%, with some quarters showing a temporary improvement due to claims and project completions. Order book growth is anticipated, with a target of approximately INR25,000 crores in new orders for FY27, supporting revenue expansion. No immediat

Current/ Expected Orderbook/ Pending Orders?

Current Work-in-Hand (Order Book) stands at INR 29,000 crores (includes L1 orders of INR 1,600 crores and a secured order of INR 3,200 crores). Order inflow for the year is approximately INR 19,000 crores, a significant increase from previous years (~INR 7,000 crores). Pipeline of potential projects amounts to about INR 70,000 crores, including tenders submitted, tenders yet to be out, and some overseas jobs. Key segments for future order inflows include roads, highways, and tunnels where government emphasis and opportunities are abundant. Specific notable projects include Kolkata Metro underg

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Cemindia Projects LtdQ1 FY26Construction

Cemindia Projects Ltd Q1 FY26 Earnings Call Analysis

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

Capex for FY26 was INR 260 crores. Planned capex for FY27 is expected to increase to around INR 350 crores to INR 400 crores. No specific mention of strategic investments beyond this capex guidance. The company currently has no plans for fundraising as they are comfortable with existing funds. (Source: Pages 12 and 13)

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

Price: ₹1,241P/E: 25.9Market Cap: ₹15.5K CrSector: Construction

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Order

Yes

Capex

Yes

2 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→Cemindia Projects Limited expects to maintain a revenue growth of around 20% to 25% for the next 1 to 3 years.
→Beyond 3 years, growth predictions are uncertain due to variable infrastructure market conditions.
→For FY27, the company aims for at least 25% revenue growth compared to the previous year.
→Order book targets for the year are approximately INR 25,000 crores, up from around INR 19,000 crores in the prior year.
→A robust pipeline of INR 70,000 crores exists, including tenders submitted and upcoming opportunities.
→Growth is expected primarily from road, highway, and large-diameter tunnel segments along with metro projects.
→The company foresees continued momentum in execution and order inflows due to strong promoter backing and infrastructure demand.

Margin guidance

Category 3

→Cemindia Projects Limited aims to maintain the current momentum and margins in FY27, with managing director Jayanta Basu indicating stable PAT and PAT margins.
→Revenue growth guidance targets around 20-25% annually for the next 1-3 years, with some caution about the longer-term outlook beyond that.
→EBITDA margins are expected to stabilize around 10.5%, with some quarters showing a temporary improvement due to claims and project completions.
→Order book growth is anticipated, with a target of approximately INR25,000 crores in new orders for FY27, supporting revenue expansion.
→No immediate plans for fundraising; existing funds are considered sufficient for planned growth.
→Inflationary pressures on raw materials may impact margins but are mitigated through contractual escalation clauses in about 80% of jobs.
→Overall, the company aims for steady and sustainable growth in operating earnings supported by new large project wins and improved execution efficiency.

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Fundraise plans

→There is no plan for fundraising in the near future.
→The company is comfortable with the funds it currently has.
→This was explicitly stated by Jayanta Basu in response to a question about fundraising plans.

Order book

Yes

→Current Work-in-Hand (Order Book) stands at INR 29,000 crores (includes L1 orders of INR 1,600 crores and a secured order of INR 3,200 crores).
→Order inflow for the year is approximately INR 19,000 crores, a significant increase from previous years (~INR 7,000 crores).
→Pipeline of potential projects amounts to about INR 70,000 crores, including tenders submitted, tenders yet to be out, and some overseas jobs.
→Key segments for future order inflows include roads, highways, and tunnels where government emphasis and opportunities are abundant.
→Specific notable projects include Kolkata Metro underground, Pune underground metro, Delhi underground metro, a port for JSW, and overseas projects like Abu Dhabi.
→The company is optimistic about maintaining 20-25% growth over the next 1-3 years but finds it difficult to predict beyond that.
→No fundraising planned currently; the company is comfortable with existing funds.

Capex plans

Yes

- Capex for FY26 was INR 260 crores. - Planned capex for FY27 is expected to increase to around INR 350 crores to INR 400 crores. - No specific mention of strategic investments beyond this capex guidance. - The company currently has no plans for fundraising as they are comfortable with existing funds. (Source: Pages 12 and 13)

How does Cemindia Projects Ltd rank vs peers in Construction?

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