Interarch Building Solutions Limited has informed the Exchange about Transcript
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Interarch Building Solutions reported Q1FY26 revenue of Rs. 381 crores, up 25.5% year-on-year, with EBITDA of Rs. 32 crores (8.3% margin) and profit after tax of Rs. 28 crores, a 40% rise from the year-ago quarter. Volumes grew 28.7% YoY to 32,800 tons. The order book stood at Rs. 1,695 crores as of July 31, with Rs. 452 crores in new orders during the quarter from clients including Ather Energy, Amara Raja, Mahindra & Mahindra, Tata Motors-JLR, and Craftsman Automation. Management disclosed a strong order pipeline of Rs. 2,500 crores in advanced stage (Pipeline-I, expected 1-6 month conversion at a 25% hit rate) and Rs. 4,000 crores in earlier stage (Pipeline-II). The company is commissioning AP Phase-II and a new Kichha line this month, raising capacity to ~200,000 MTPA, with a new Heavy Fabrication Unit in AP expected by Q2 next year. Total FY26 CAPEX is pegged at around Rs. 150 crores. Management indicated it could beat the earlier 17.5% growth guidance and is targeting 50-100 basis points of margin improvement.
Strong revenue growth, robust order pipeline, and capacity expansion suggest a positive outlook, though EBITDA margin of 8.3% remains below the targeted 10%+. Management's confidence in beating growth guidance and improving margins could support positive sentiment, while the heavy structure and export (US/Canada) initiatives offer future optionality.