The copy of transcript for the Investors'' Earnings Call held on Wednesday, June 4, 2025, with respect to the Audited Standalone Financial Results for the half year and year ended March ....
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NACDAC Infrastructure held an earnings call to discuss FY25 results. The company closed FY25 with revenue of INR48.57 crores, up 33.84% YoY, EBITDA growth of 31.93%, and PAT of INR4.15 crores (up 38.97%). Order book stands at INR118 crores across 11 projects, mostly from government clients like Indian Railways, NBCC, Bharat Electronics, and Uttarakhand Peyjal Nigam. Management guided for minimum 35-45% revenue growth in FY26, potentially up to 50%, and expects PAT margins of 9-11% with a 1-2% improvement. The company plans to expand into roads and highways, enter new geographies (Haryana, Madhya Pradesh), and add NBCC and Swiftstack Warehousing to its top customers. Capex of ~INR1 crore is planned for new machinery.
Strong FY25 results with growth across revenue, EBITDA, and PAT signal healthy operational momentum. The bullish FY26 revenue guidance of 35-50% and modest margin expansion should be viewed positively, though the small absolute size (sub-INR50 crore revenue) and dependence on government projects carry concentration risks for shareholders.