NAVABSENava LtdHighNeutral
Announced Fri, 15 May · 13:57 IST

Annual Audited Financial Results for the Financial Year ended 31.03.2026

Emphasis Of MatterPat NegativeEbitda Margin CompressionRevenue Growth 20pctResults View source PDF

NAVA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-15.1%1-day move
₹704.50
prior close
₹712.35
base price
In-mkt
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AI summary

Nava Ltd reported consolidated revenue of ₹4,29,092 lakhs for FY2026, up 7.7% from ₹3,98,355 lakhs in FY2025. However, profit after tax declined significantly to ₹78,667 lakhs (shareholders' portion) from ₹1,09,148 lakhs, a drop of about 28%. The EBITDA margin compressed from ~48% last year to ~42.5%, indicating higher costs. The company declared a dividend of 550% (₹5.50 per share). Auditors issued unmodified (clean) opinions but included two Emphasis of Matter paragraphs: one on ₹25,990 lakhs of overdue trade receivables from a Maamba Energy customer in Zambia (secured by sovereign guarantee), and another on ongoing litigation at subsidiary Brahmani Infratech involving ₹3,919 lakhs in claims. Deferred tax expenses surged due to Zambian Kwacha appreciation, significantly impacting profitability.

Likely market impact

The 28% PAT decline despite modest revenue growth and margin compression is a concern. The dividend provides some investor support, but the large receivables recovery risk and litigation uncertainties at subsidiaries warrant close monitoring.