NBCCNSENBCC (India) Limited· ConstructionMediumNeutral
Announced Thu, 5 Jun · 19:16 IST

NBCC (India) Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

NBCC · price

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AI summary

NBCC reported strong FY25 results with consolidated revenue of INR 12,039 crores (16% YoY growth) and PAT of INR 557 crores (35% YoY growth). Standalone PAT grew 38% YoY to INR 476 crores. The order book hit a record INR 1.20 lakh crores consolidated, more than doubling from last year, driven by redevelopment projects like Amrapali Phase II (INR 10,500 crores work awarded, INR 6,800 crores sold via e-auction) and GPRA colonies. Management guided FY26 consolidated revenue of INR 15,000-16,000 crores and PAT of INR 750-800 crores, scaling to INR 1,200 crores in FY27 and INR 2,000 crores in FY28. NBCC expects INR 20,000-25,000 crores in new orders for FY26 and targets 25%+ EBITDA margins in real estate. The company ranked #2 among all CPSEs and #1 in construction and consultancy per DPE ratings.

Likely market impact

This transcript reinforces a strong growth narrative with clear multi-year revenue and profit guidance, a record order book providing 3-4 years of revenue visibility, and improving margins from real estate contributions. The conservative guidance approach may leave room for upside surprises, while the order pipeline and state government partnerships support sustained growth momentum.