VA Tech Wabag Limited has informed the Exchange about Investor Presentation
WABAG · price
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VA Tech Wabag shared its FY25 results presentation showing consolidated revenue up 15.3% YoY to INR 32,940 Mn, EBITDA up 14.2% to INR 4,302 Mn (13.1% margin), and PAT up 20.2% to INR 2,953 Mn. Q4 FY25 was stronger with revenue up 23.8% and PAT jumping 37.4% YoY to INR 995 Mn. Order backlog grew 19% YoY to INR 137 Bn (about 4x annual revenue), with FY25 order intake of INR 57 Bn and preferred bidder status on another INR 30+ Bn of projects. The company stayed net cash positive for the 9th consecutive quarter with INR 7,056 Mn in cash (excluding HAM). Long-term credit rating was upgraded to AA-/Stable, and the Board recommended a dividend of INR 4 per share (200% of face value). Management laid out a 3-5 year outlook targeting 15-20% revenue CAGR, 13-15% EBITDA margins, RoCE above 20%, RoE above 15%, and O&M share at 20% of revenue.
Strong all-round results with robust order book providing multi-year revenue visibility, a net cash balance sheet, and a doubled dividend signal management confidence. The 3-5 year growth and margin guidance is supportive for the stock, though execution of international and large EPC projects remains a key watchpoint.