SRMNSESRM Contractors LimitedMediumNeutral
Announced Wed, 27 May · 12:37 IST

SRM Contractors Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SRM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.3%1-day move
₹522.00
prior close
₹528.10
base price
In-mkt
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+0.4+0.5+0.5+0.2-1.3-2.3-2.4-6.4-5.4-7.3-5.8-2.6-2.1
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AI summary

SRM Contractors Limited reported strong FY26 results with revenue of Rs 1,026 crore (up 94% YoY), EBITDA of Rs 177 crore (17.11% margin), and PAT of Rs 111 crore (10.8% margin), roughly doubling FY25 figures. Q4FY26 saw revenue of Rs 446 crore with EBITDA margin of 17.68% and PAT margin of 12.1%. The company completed a strategic acquisition of a 51% stake in Maccaferri Infrastructure Pvt. Ltd. (MIPL), an Italian multinational subsidiary, expanding into geotechnical solutions and PAN-India market reach. Order book stood at Rs 1,843.87 crore as of March 2026 with an FY26 order inflow of Rs 1,097.29 crore. Capex of Rs 152 crore was incurred in FY26. Leadership transitions included Sanjay Mehta becoming Group Chairman (focusing on international expansion including Abu Dhabi, GCC, and Africa) and Puneet Pal Singh appointed as Managing Director. CARE Ratings upgraded the company's long-term bank facilities to CARE A-.

Likely market impact

With a robust order book of Rs 1,843.87 crore, an FY27 bid pipeline of Rs 6,000 crore, and multi-year management guidance targeting Rs 1,400-1,750 crore revenue at 16-18%+ EBITDA margins in FY27, the company is signalling strong growth visibility. The MIPL acquisition and international expansion plans add diversification catalysts.