Investors Presentation.
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Bondada Engineering shared its H1FY26 investor presentation showing strong growth. Revenue from operations jumped 153% YoY to INR 12,166.7 Mn, driven mainly by Renewable Energy which contributed 78% of revenue. EBITDA grew 182% YoY to INR 1,430.3 Mn with margin improving 121 bps to 11.8%, while net profit rose 151% YoY to INR 925.6 Mn. The order book stands at INR 59,890 Mn (3.8x FY25 revenue), with an additional INR 26,280 Mn in L1 orders awaiting award and INR 75,310 Mn in tenders submitted. The company outlined its Vision 2030 to become a USD 1 Bn revenue company with 25 GW renewable energy capacity, and highlighted strategic entry into defence via acquisitions and partnerships. ROCE and ROE (annualised) are healthy at 29.6% and 30.3% respectively, and working capital cycle improved to 89 days from 111 days.
Positive for shareholders — robust revenue and margin expansion, a strong and visible order pipeline, and clear multi-year growth targets (Vision 2030) suggest sustained momentum, though valuation and execution of new defence and data centre forays will be key things to watch.