Desco Infratech Limited has submitted to the exchange Transcript of Investors/Analysts Earnings Conference Call held on May 21, 2025 to discuss the Audited Standalone financial results ....
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Awaiting price reaction for this filing.
Desco Infratech held its first-ever investor call after recently listing on BSE. FY25 revenue grew 102% YoY to INR 59.45 crores, with EBITDA up 148% to INR 13.34 crores (22.45% margin) and PAT up 173% to INR 9.06 crores (15.19% margin). Debt-to-equity ratio is lean at 0.19. Current order book stands at INR 270+ crores with another INR 125+ crores in active bids. Management guided for 100% YoY revenue growth and 90-100% bottom-line growth for the next 2 years, with order book expected to reach INR 525-550 crores by end of FY26. Plans to enter power transmission and water distribution segments, targeting 20% of order book from these new verticals by FY26. Southern India contribution expected to rise from 0.47% to 22-25% over 2 years.
Strong earnings beat with robust growth guidance and visible order pipeline are positive signals. Expansion into new verticals and geographies could sustain high growth, though execution risk and negative operating cash flow (INR 12 crores) remain watchpoints. Stock may react positively given clear forward visibility.