ITD Cementation India Limited has informed the Exchange about Transcript
CEMPRO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
ITD Cementation India reported Q1 FY26 revenue of INR 2,542 crores, up 7% year-on-year, with EBITDA of INR 254 crores (10% margin) and a record-high PAT of INR 137 crores, up 37% year-on-year (5.4% of revenue). The company secured orders worth INR 4,300 crores year-to-date and is L1 in another INR 1,400 crores, against an opportunity pipeline of INR 87,000-90,000 crores. Management reaffirmed FY26 revenue growth guidance of 20-25% and order inflow guidance of INR 15,000-16,000 crores, with the existing INR 18,820 crore order book executable in 1.5 years. Credit rating was upgraded from A to A+, working capital improved to 80 days from ~100, and the Adani Group acquisition is opening new segments (airports, data centers) beyond the traditional marine focus. International projects and big-ticket orders (less competition) are expected to support better margins.
Record quarterly profitability, robust order inflows, and the credit rating upgrade strengthen the growth story. Adani's backing provides both project visibility and access to cheaper financing, while a larger share of high-margin international and big-ticket jobs could gradually lift margins above the current 10% EBITDA level.