Pursuant to regulation 30 and 40(oa)(iii) of SEBI LODR, 2015, we wish to inform you that the transcript of the Analyst/ Investors Conference Call held on 27th May, 2025 ,to discuss the ....
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VVIP Infratech held its first post-listing earnings call, reporting strong FY25 results. Standalone revenue grew 29% to Rs. 279 crores with EBITDA margin improving to 14% (from 12%) and PAT margin at 9.4%. Consolidated revenue rose 30% to Rs. 373 crores, with EBITDA up 154% to Rs. 78 crores (margin expanding from 11% to 21%) and ROE at 23%. The infrastructure EPC order book stands at Rs. 869 crores (split across STP Rs. 335 cr, Jal Jeevan Mission Rs. 207 cr, RDSS electrical Rs. 326 cr) with a Rs. 448 cr bid pipeline and 40-50% win ratio. The real estate subsidiary has three ongoing projects with combined expected revenue of Rs. 2,200+ crores. Management guided for 40% CAGR in EPC and total revenue of Rs. 1,000 crores in 2-3 years, with sustainable margins of 15-17% in infra and 20-25% in real estate.
Strong execution and margin expansion in both EPC and real estate segments, coupled with a robust order book and multi-year revenue visibility, should be viewed positively by shareholders. However, the stock remains small-cap with significant dependence on government receivables and working capital cycles that need to be monitored closely.