SOUTHWESTBSESouth West Pinnacle Exploration LtdMediumNeutral
Announced Tue, 5 May · 08:32 IST

Investor Presentation FY 2025-26

Order Pipeline DisclosedInvestor Communications View source PDF

SOUTHWEST · price

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Price reaction · full curve 14 horizons · vs prior close
-10.5%1-day move
₹251.90
prior close
₹239.05
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-3.6-2.5-3.9-4.9-10.5-11.9-13.9-12.2-11.5-7.8+0.4+5.0-12.2
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AI summary

South West Pinnacle Exploration reported record FY26 results with revenue up 34.8% YoY to ₹2,430 million and PAT more than doubling to ₹330 million (up 101.2%). EBITDA margin expanded 535 basis points to 23.99%, driven by operational efficiency and improved revenue mix. The order book stood at ₹5,812 million as of March 31, 2026, providing strong revenue visibility with 73% from private clients. The company secured its largest-ever single order worth over ₹300 crore from a Hindustan Zinc subsidiary for core drilling. Key segments include CBM Production (30% of revenue), Coal Business (25.15%), and Aquifer Mapping (14.80%). Operations span 19 active projects across 8 Indian states plus international presence in Oman through two joint ventures—one operating a copper mining contract (USD 125 million over 11 years) and another exploring a copper-gold-silver block. The company also invested in Australian-listed Alara Resources. Management maintained an impeccable safety record with zero Lost Time Injuries.

Likely market impact

Strong execution and margin expansion reflect operational leverage. The ₹5,812 million order book and international mining contracts provide multi-year revenue visibility. The company's positioning in coal exploration, CBM production, and critical mineral mining aligns with India's energy security and mineral self-sufficiency goals.