POWERMECHBSEPower Mech Projects LtdMediumNeutral
Announced Fri, 22 May · 07:18 IST

Please find the attached

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

POWERMECH · 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
+3.1%1-day move
₹2473.80
prior close
₹2501.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.7-0.7-0.6-0.8+3.1+0.9+0.9+1.3+1.9+1.8+15.0+16.7+3.1
Up moveDown movePending
AI summary

Power Mech Projects reported Q4 FY26 revenue of INR 2,111 crore (+14% YoY) and EBITDA of INR 237 crore (+2% YoY). Full year FY26 revenue stood at INR 6,062 crore (+16% YoY) with EBITDA of INR 750 crore (+16% YoY) and PAT of INR 412 crore (+18% YoY). However, Q4 EBITDA margins declined to 11.17% from 12.43% in Q4 FY25 due to increased operating expenses and reduced other income. The company has a massive order backlog of INR 55,151 crore (including MDO) providing 2+ years of execution visibility. Order inflows for FY26 were INR 7,210 crore, though a INR 1,563 crore BESS order was unexpectedly cancelled by WBSEDCL. The company entered high-value BOP EPC projects with the Singareni thermal power contract from BHEL and expanded into metro O&M services.

Likely market impact

Q4 margin compression raises near-term concerns, but the massive INR 55,151 crore order book and management's guidance for margin improvement through MDO scaling provides medium-term visibility. The stock may see mixed reaction given the margin dip versus strong order book depth.