SPML Infra Limited has informed the Exchange about Schedule of meet and Presentation
SPMLINFRA · price
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SPML Infra Limited has rescheduled its Q1 FY26 earnings conference call to Wednesday, August 20, 2025 at 12:30 PM IST, to comply with SEBI's requirement of 2 working days prior intimation. The attached investor presentation shows Q1 FY26 standalone revenue of Rs. 172.9 Cr (down from Rs. 221.3 Cr YoY), but improved profitability with EBITDA margin rising to 14.0% (vs 12.1% YoY) and PAT margin at 7.0% (vs 5.9% YoY). For full FY25, the company reported a strong recovery with revenue of Rs. 819 Cr (vs Rs. 509 Cr in FY24) and PAT of Rs. 49.3 Cr. Management is also highlighting its new Battery Energy Storage Systems (BESS) foray through an exclusive 10-year partnership with Energy Vault, targeting a 2.5 GWh manufacturing facility by Q1 FY27 with annual revenue potential of Rs. 4,000–5,000 Cr at full capacity. The company has an ICRA credit rating of BBB-(Stable), has resolved debt with NARCL, and has Rs. 10,000 Cr worth of active tenders in the market, targeting Rs. 2,000–4,000 Cr of new high-margin project wins annually.
The detailed presentation alongside the rescheduled call signals management's focus on transparency about the Q1 revenue dip while showcasing margin improvement and a new growth engine in BESS. Investors will be watching the call for management guidance on FY26 order inflows, BESS capex execution timeline, and working capital trajectory, with the stock likely to react to commentary on the new business vertical and any updated order book figures.