SPML Infra Q1 FY27 call - strong growth, BESS expansion on track

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF Explain this filing

SPMLINFRA · price

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Price reaction · full curve 14 horizons · vs prior close

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₹190.55

prior close

₹191.05

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AI summary

SPML Infra Q1 FY27 revenue up 74 percent YoY at INR286 crores, EBITDA up 81 percent to INR28 crores with margin at 10 percent versus 9 percent, PAT up 87 percent to INR22.7 crores. Order book stands at INR5,100 crores, guiding over INR5,000 crores order intake for FY27. BESS manufacturing facility at 2.5 GW ready, scaling to 5 GW by H1 FY28, targeting INR200-300 crores BESS revenue this year. Debt to equity improved from 1.1x to 0.4x. ICRA and CRISIL upgraded rating to BBB stable. Guides over 25 percent growth in revenue and profit for FY27.

Likely market impact

Strong execution and margin improvement support growth outlook; BESS adds new revenue stream from Q4 FY27.