Interarch Building Solutions Ltd

No information is provided regarding the same in the latest conference call.

No information is provided regarding the same in the latest conference call.

- Targeted revenue growth for FY '26 is around 17.5% to 20%, potentially crossing earlier estimates due to strong H1 performance (40% growth). - Volume growth aims to increase by approximately 20% annually for the next two years. - The company plans to leverage newly added plant capacities (including a new Gujarat PEB plant and Andhra heavy steel plant) to support growth. - Full operational capacity for FY '26 and FY '27 should enable revenues above INR 2,000 crores. - Order intake expected to increase with faster execution capabilities and new facilities coming online. - Management anticipates stronger order book momentum as execution speeds improve and market demand remains robust. - Export development and new product lines like heavy steel structures may contribute to future growth, though still experimental. - Capacity expansion will focus on both increasing factory capacity and enhancing engineering, sales, and project management capabilities.

- Interarch aims to achieve double-digit EBITDA margins in the medium to long term, though not necessarily within the current year. - EBITDA margin improvement is expected from higher turnover with stable overheads, larger orders, better internal economies, improved productivity, and operational efficiencies. - Revenue guidance for FY '26 is a 17.5% growth target, with potential to exceed 20% based on first-half performance. - For the next 2 years, a consistent 20% revenue growth per year is anticipated. - Capacity expansions (new plants in Gujarat and Andhra Pradesh) are expected to support revenue exceeding INR 2,000 crores in FY '26 and FY '27. - Investments in people, technology (including AI and SAP HANA), and exports are seen as critical for sustainable long-term growth. - Profit after tax has shown strong growth: INR 61 crores in H1 FY '26 vs INR 41 crores in H1 FY '25, reflecting improved earnings momentum.

- The total order book stands at INR 1,634 crores as of Q2 FY'26. - A major order of approximately INR 350 crores was partially executed: around 62% completed and invoiced. - The company maintains an order book reflecting about 9 to 10 months of sales, aligning with typical customer delivery timelines. - There is an additional inquiry pipeline on top of the existing order backlog. - The company expects order intake to increase over the coming quarters as new capacities come online. - Capacity expansion, including new plants in Gujarat (PEB) and Andhra Pradesh (heavy steel), is aimed at supporting higher order execution. - Execution speed has improved in H1 FY'26, contributing to accelerated order fulfillment.