Interarch Building Solutions Ltd

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

- The company targets doubling its turnover by FY27-28, building on a strong growth trajectory seen over the last three years (nearly doubling turnover). - FY26 topline growth guidance is approximately 15%, with potential to exceed this (possibly up to 20%) depending on operating leverage and new capacities coming online. - Post-FY26, growth could accelerate further to 20-25% annually due to increased capacity utilization and operating leverage. - Volume growth in recent quarters has been around 10-11% quarter-on-quarter and year-on-year. - Order book stands at Rs. 1,305 crores with a bid pipeline of Rs. 4,000 crores supporting sustained demand. - Capacity utilization is currently about 80% of utilizable capacity, expected to increase to 90% within a year, facilitating faster growth. - Growth is balanced across design, engineering, sales, production, and execution to ensure sustainable scaling.

- FY26 revenue growth guidance is around 15%, with margins expected to remain in the same range. - Post-FY26, with new plant capacities coming online, growth could accelerate to 20-25% annually to achieve turnover doubling in 3-4 years. - Operating leverage and increased capacity utilization will drive improved profitability. - EBITDA margins for 9M FY25 are at 8.9%, showing sustainability and slight improvement potential. - PAT grew 23% YoY for 9M FY25, indicating strong profit growth. - Capacity utilization is currently ~80%, expected to increase to ~90% within a year, supporting higher volumes and earnings. - Employee costs may rise due to capacity building but mitigated by enhanced automation and technology use. - Overall, the company targets significant and sustainable earnings growth aligned with capacity expansion and operational efficiencies.

- Current order book stands at approximately Rs. 1,305 crores (Pages 7, 9, 16, 23). - This order book reflects sustained demand with more than 70% repeat orders (Page 7). - Execution timeline for the current order book is about 8-9 months due to shortening client timelines (Pages 9, 23). - Order bid pipeline totals around Rs. 4,000 crores, split into Rs. 2,500 crores of confirmed bids and Rs. 1,500 crores under active discussion (Page 16). - Capacity constraints limit order intake currently; increased capacity expected in April-May may boost new orders (Page 23). - Small orders contribute Rs. 600-700 crores from about 100 orders, while 15 big orders contribute Rs. 60-70 crores to reach ~Rs. 1,600-1,700 crores target (Page 23). - Large orders are unpredictable; bidding on 10 may yield 2-5 orders while small orders are a continuous sales effort nationwide (Page 23).

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