Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and further to our letter dated April 30, 2026, we are enclosing herewith the transcript ....
CEIGALL · price
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Ceigall India reported strong FY26 results with standalone revenue of INR 3,869 crores (14.3% YoY growth) and consolidated revenue of INR 4,022 crores (17.1% YoY growth). The order book stands at INR 18,554 crores with a comfortable 4.8x book-to-bill ratio. FY26 order inflow of INR 11,332 crores significantly surpassed the INR 5,000 crore guidance. The company diversified into five new verticals and renewables now contribute 19% of the order book. HAM asset monetization is progressing with binding agreements signed for Neo Asset Management transactions. For FY27, management guided minimum 15% revenue growth with EBITDA margins expected to sustain between 11%-12.5%, and renewable sector contributing 20-25% of total revenue.
The strong order book and multi-year revenue visibility (4.8x book-to-bill) provides earnings predictability. Management's conservative 15% revenue guidance leaves room for upside surprises. The ongoing HAM monetization and asset sales will provide cash inflows while the improving capital structure (standalone debt-to-equity at 0.2x) positions the company well for execution.