Transcript of investor/analyst call held on Wednesday May 06, 2026
SOUTHWEST · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
South West Pinnacle Exploration reported its best-ever quarterly and annual performance for FY2026. Q4 revenue stood at INR 78 crores (+5% YoY) with EBITDA of INR 20 crores (+32% YoY) and PAT of INR 13 crores (+30% YoY). Full year FY26 revenue was INR 243 crores (+35% YoY) with EBITDA of INR 58 crores (+74% YoY) and PAT of INR 33 crores (+101% YoY). The company secured its largest ever single order worth over INR 300 crores from Hindustan Zinc (4-year contract), taking the total order book to approximately INR 580 crores. Currently executing 19 projects with over two-thirds from private sector clients. Management guided for approximately 20% revenue growth year-on-year in the short to medium term with disproportionate increase in profitability, citing strong demand and resource shortages driving favourable margins.
The company is in a strong growth phase with a massive order book and improving margins, driven by favourable industry conditions and a shift toward private sector clients. The INR 300 crore HZL contract and robust pipeline provide multi-year revenue visibility.