Antony Waste Handling Cell Limited has informed the Exchange about Transcript
AWHCL · price
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Antony Waste Handling Cell reported Q4 FY25 operating revenue of Rs. 223 crores, up 14% year-on-year, and full-year FY25 revenue of Rs. 842 crores, up 10%. FY25 EBITDA was Rs. 220 crores with margins of 23% (in line with guidance), while PAT of Rs. 101 crores grew just 1% on a like-for-like basis, helped by a one-time arbitration gain of Rs. 23.9 crores. The company has a strong order book of Rs. 8,300 crores and is actively bidding for 5 processing projects (including 3 waste-to-energy tenders) and 8 collection & transportation packages in Mumbai. Management is also integrating subsidiary AG Enviro into the listed entity and has identified land for a new tyre recycling/vehicle scrapping project expected to be operational from FY27.
Operational momentum is solid, with a large order pipeline and guidance for core EBITDA margins to improve toward 22-23% over the next few quarters. However, tepid 1% PAT growth and management's refusal to commit to specific multi-year topline/bottomline targets may limit upside enthusiasm. Investors should track new order wins and the Kanjurmarg legal outcome as the next key catalysts.