Presentation for Analyst/Investor Conference call on the Audited Financial Results for the Fourth Quarter and Year ended March 31, 2025
Awaiting price reaction for this filing.
NCC Limited shared its FY25 results and FY26 guidance ahead of an investor call on May 16, 2025. Consolidated revenue grew 6.6% YoY to Rs 22,355 crore, with PAT up 15% to Rs 820 crore and EBITDA at Rs 1,918 crore (8.6% margin). The company posted a record order inflow of Rs 32,888 crore and an all-time-high order book of Rs 71,568 crore, up 18.4% YoY, providing strong revenue visibility. Standalone revenue rose 5.2% to Rs 19,392 crore with PAT of Rs 761 crore and net debt of Rs 710 crore. For FY26, management is targeting Rs 22,000–25,000 crore in new orders, ~10% revenue growth, and stable EBITDA margins of 9.0–9.25%.
Strong order book growth and record inflows signal robust near-term revenue visibility, while the modest FY26 margin guidance (9.0–9.25% vs 8.6% in FY25) suggests slight margin improvement is possible but not aggressive, keeping expectations tempered for shareholders.