Investor Presentation for the quarter ended June 30, 2025
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Delton Cables posted Q1 FY26 revenue of ₹1,567 million, up 9% year-on-year, with EPC, railways and telecom contributing 51%, 31% and 18% respectively. EBITDA rose 38% to ₹137 million, as margins expanded by 184 basis points to 8.7%, driven by a shift in mix toward higher-margin EPC business. Profit after tax edged up 2% to ₹30.8 million. The order book stood at ₹3,090 million as of June 30, 2025, with 81% coming from EPC and telecom segments. A new Plant III became operational on June 7, 2025 to scale up telecom capacity, and management is following an asset-light phased capex plan to support further growth.
Improving margins, a healthy order book and fresh telecom capacity should be viewed positively by investors, reinforcing confidence in the company's transformation story even though bottom-line growth remained modest.