SPML Infra Ltd (BOM:500402)

Q4 2026 SPML Infra Ltd Earnings Call Transcript

Jun 1, 2026 / 09:30 AM GMT

Release Date Price: ₹201.6 (-2.80%)

Transcript

Key Points

Positve

SPML Infra Ltd (BOM:500402) reported a significant revenue growth of 53% year-on-year for Q4 FY26, indicating strong operational performance.
The company has a robust order book of 5,369 crore, with a mix of new projects and legacy orders, providing a strong pipeline for future revenue.
SPML Infra Ltd is strategically positioned in sectors like water, power, and energy storage, which are aligned with government priorities and have strong growth potential.
The company has successfully raised 476 crores since May 2024, enhancing its liquidity position and supporting its growth initiatives.
SPML Infra Ltd is expanding its capacity in the Battery Energy Storage Systems (BESS) segment, with plans to commence operations of a 2.5 GW BESS assembly line by June 2026, which is expected to enhance revenue visibility and profitability.

Negative

The company's EBITDA margin for Q4 FY26 was affected by one-time increases in legal and consultancy costs, impacting overall profitability.
There was a shortfall in achieving the targeted revenue for FY26, primarily due to fund availability issues and geopolitical tensions affecting project execution.
SPML Infra Ltd's legacy orders, which have lower margins, are expected to take two to three years to fully execute, potentially impacting short-term profitability.
The company faces challenges in managing receivables, with current receivables increasing to 417.50 crore, which could affect cash flow management.
Despite the strong order book, the company remains cautious in selecting new orders, which may limit immediate growth opportunities in a competitive market.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SPML.NS - SPML Infra Ltd
Q4 2026 SPML Infra Ltd Earnings Call
Jun 01, 2026 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to HTML Infra Limited Q4 FI26 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touch phone.

Please note this event is being recorded.

Now I hand the conference over to Ms. Saloni Ajbera from Go India Advisors.

Thank you and over to you.

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Unidentified_2 [2]
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