Presentation for the Annual Investors Meet 2026 and Q4 and FY 26 Results Conference call scheduled to be held on Monday, May 25, 2026
WABAG · price
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VA Tech Wabag held its Annual Investors Meet presenting FY26 results. The company reported revenue of ₹3,944 Cr (up 19.7% YoY) with EBITDA margin at 13.3% within guided 13-15% range. PAT grew ~26% to ₹371 Cr. The order book stands at ₹172+ Bn providing over 4x revenue visibility, with FY26 order intake of ₹75 Bn (up 31% over FY25). Net cash was ₹950 Cr for the 6th consecutive year. The company maintained its India:RoW revenue mix at 48:52 with EPC contributing 83% and O&M at 17% (targeting 20%). Key wins included the 300 MLD Yanbu SWRO desalination order in Saudi Arabia and Chennai Water Grid mega orders. Management reaffirmed medium-term guidance: 15-20% revenue CAGR, 13-15% EBITDA margins, RoCE >20%, and O&M to 20% of revenues within 3-5 years.
Strong FY26 execution with robust order book and cash generation positions Wabag well for sustained growth. The multi-year guidance of 15-20% revenue CAGR with improving margins provides clear visibility. Net cash positivity for 6 consecutive years and AA- credit rating reinforce financial stability for shareholders.