BSEVVIP Infratech LtdMediumNeutral
Announced Mon, 17 Nov · 15:55 IST

On behalf of VVIP INFRATECH LIMITED , we submit our latest Investors Presentation for your review and for uploading on the BSE Website. The presentation provides an updated overview of ....

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

Price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

VVIP Infratech shared its H1FY26 investor presentation with the BSE. On a standalone basis, revenue grew 17.6% YoY to ₹1,299 crore, while EBITDA jumped 33.1% to ₹217 crore and PAT rose 34.1% to ₹137 crore, lifting EBITDA margin to 16.7% and PAT margin to 10.5%. On a consolidated basis (including 90% subsidiary VVIHPL real estate arm), revenue was ₹1,932 crore (+13.1% YoY), but EBITDA dipped 6.3% to ₹401 crore with margin contracting to 20.7% from 25% due to normalization of real estate margins and mix change. The company has an order book of ₹810 crore (STP/Sewerage ₹205 Cr, Water ₹207 Cr, Electrical ₹278 Cr, O&M ₹120 Cr) providing 2–3 years of revenue visibility across STPs, sewerage networks, water supply and electrical distribution in UP, Uttarakhand and NCR. Key growth drivers include VVIP Namah (Ghaziabad, ₹500 Cr sale value, ₹375 Cr booked) and VVIP Addresses (Greater Noida, ₹900 Cr potential), along with a Yamuna Expressway land parcel expected to yield ₹700–800 Cr in future revenue.

Likely market impact

Strong standalone execution and margin expansion, combined with a healthy ₹810 Cr order book, supports the management's 25–30% FY26 revenue growth guidance. However, the consolidated EBITDA margin compression and the Yamuna Expressway project not being factored into FY26 numbers mean near-term upside is largely back-end loaded, so investors should watch working capital and project approvals closely.