WABAGBSEVA Tech Wabag LtdMediumNeutral
Announced Thu, 21 May · 20:46 IST

Presentation on the Audited Financial Results (both Standalone and Consolidated) of the Company for the quarter and financial year ended March 31, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

WABAG · price

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AI summary

VA Tech Wabag reported strong FY26 results with consolidated revenue of INR 39,442 Mn (up 19.7% YoY), EBITDA of INR 5,241 Mn (up 21.8%), and PAT of INR 3,705 Mn (up 25.5%). Q4 standalone revenue was INR 14,144 Mn (up 22.3%) with PAT of INR 1,283 Mn (up 28.9%). EBITDA margin held steady at 13.3% for the year. The company maintained its net cash positive position for the 6th consecutive year with net cash of INR 9,500 Mn (excl. HAM), while its credit rating was reaffirmed at IND AA-/Stable. Order book stands at INR 172+ Bn with order intake of over INR 75 Bn in FY26. The Board recommended a dividend of ₹5 per share (250% of face value). Key new mega orders include a 300 MLD Yanbu desalination project in KSA and Chennai city-wide looped water grid from CMWSSB. The company is expanding into new adjacencies like Ultra-Pure Water for solar/semiconductors, Bio-CNG via a strategic tie-up with Peak Sustainability Ventures, and digitalization/AI-driven plant operations.

Likely market impact

Strong execution and a massive INR 172+ Bn order book provide robust multi-year revenue visibility. The company's consistent net cash position, improving profitability (PAT up 25.5%), and clear multi-year guidance (15-20% revenue CAGR, 13-15% EBITDA margin) support a positive outlook for shareholders.