Ceigall India Limited has informed the Exchange about Transcript
CEIGALL · price
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Ceigall India reported Q1 FY26 standalone revenue of Rs. 818.3 crore, up 8.7% year-on-year, with EBITDA margin of 11.42% and PAT of Rs. 55.9 crore. Consolidated revenue grew 4.3% to Rs. 838.2 crore with 13.02% EBITDA margin. Order book stood at Rs. 10,337 crore, with management maintaining its full-year revenue growth guidance of 10-15% and pure EPC EBITDA margin guidance of 11-11.5%. The company has set a target order inflow of Rs. 5,000 crore, highlighted NHAI's pipeline of Rs. 3.4 lakh crore for FY26, and announced entry into the T&D and renewable energy segments with a Rs. 490 crore Velgaon substation win. The Bhubaneswar Metro project was terminated by Delhi Metro, and VRK 11 and 12 HAM projects await Stage 1 clearance, targeted for Q3 FY26.
Maintained guidance despite project setbacks and monsoon disruptions signals steady execution. Entry into T&D/renewable segment diversifies revenue streams beyond roads, while the new NHAI qualifying criteria should reduce pricing pressure and benefit established players like Ceigall. Pending equity infusion of Rs. 872 crore over 2.5 years is a key monitorable, though management indicates sufficient sources including HAM refinancing top-ups.