NCC Limited has informed the Exchange about Investor Presentation
NCC · price
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Awaiting price reaction for this filing.
NCC Limited filed its FY25 investor presentation ahead of the analyst call held on May 16, 2025. Consolidated revenue grew 6.6% YoY to Rs 22,355 crore, with PAT rising to Rs 820 crore from Rs 711 crore in FY24. The company reported a record consolidated order book of Rs 71,568 crore (up 18.4% YoY) and a record annual order inflow of Rs 32,888 crore (up 20.5% YoY), aided by a major BSNL BharatNet project win. On the standalone side, revenue grew 5.2% to Rs 19,392 crore with EBITDA margin at 9.1%. For FY26, management has guided for Rs 22,000-25,000 crore in new order inflows, ~10% revenue growth, and stable EBITDA margins of 9.0-9.25%.
This filing largely recaps already-audited FY25 numbers, but the FY26 guidance of ~10% revenue growth and stable margins, supported by a record order book providing 3+ years of revenue visibility, is reassuring for shareholders. The lower FY26 order inflow target versus FY25's record reflects a normalised ask rather than weakness, making this a neutral-to-mildly-positive read.