NCCNSENCC Limited· ConstructionMediumNeutral
Announced Tue, 5 Aug · 21:51 IST

NCC Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

NCC · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

NCC Limited shared its Q1 FY26 investor presentation ahead of the analyst call. Consolidated revenue fell 6.3% YoY to Rs 5,208 crore, while standalone revenue was Rs 4,430 crore (-6.7% YoY). The consolidated order book stood strong at Rs 70,087 crore, up 33% YoY, with new order inflows of Rs 3,658 crore in Q1 — roughly 17% of the company's full-year inflow guidance of Rs 22,000–25,000 crore. EBITDA margin held at 9% with PAT of Rs 192 crore (consolidated) and EPS of Rs 3.06. The company retained its AA- credit rating with a stable outlook and highlighted a 'healthy bid pipeline' for the rest of FY26.

Likely market impact

Near-term revenue is soft, but a strong order book, robust inflow run-rate, and stable credit profile support medium-term earnings visibility. Shareholders may view the disciplined capital approach and order pipeline as positives despite the YoY revenue dip.