BSEBondada Engineering LtdMediumNeutral
Announced Tue, 28 Apr · 10:45 IST

Corporate Presentation for the 4th quarter of the FY 2025-26.

Order Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-9.3%1-day move
₹381.25
prior close
₹356.50
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+0.5+0.3+0.3+0.0-9.3-10.8-12.4-14.1-11.9-6.9-10.8-13.7-15.0
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AI summary

Bondada Engineering Limited reported FY26 consolidated revenue of INR 28,428.1 Mn, marking an 81% YoY growth. EBITDA reached INR 3,266.1 Mn with 11.5% margin (+62 bps), while net profit stood at INR 2,110.8 Mn with 7.4% margin (+22 bps). The company maintains a strong order book of ~INR 71,475 Mn (2.5x FY26 revenue), with Renewable Energy contributing 79% of revenue, followed by Telecom (14%) and Products (7%). Recent order wins include INR 10,500 Mn from Adani Group (650 MW solar), INR 9,451 Mn from NLC India, and INR 8,360 Mn from TNGECL (200 MW/400 MWh BESS). The company achieved zero net debt status with INR 3,458 Mn cash reserves and positive operating cash flow in FY26. Key strategic initiatives include entry into BESS (850 MWh under execution), defence sector (first order from BEL), and data centre O&M services.

Likely market impact

Strong execution with 81% revenue growth and improving margins positions Bondada well for continued growth. The massive order book of INR 71,475 Mn plus a potential INR 90,000 Mn AP IPP project provides multi-year revenue visibility. Zero debt and strong cash position provide financial flexibility for expansion into BESS, defence, and data centres.