Q1 2026 ITD Cementation India Ltd Earnings Call Transcript
Key Points
- ITD Cementation India Ltd (BOM:509496) reported a 7% year-on-year growth in total operating income for Q1 FY'26.
- The company maintained a healthy EBITDA margin of 10% during the quarter.
- The order book is robust, with new orders worth over 1,300 crore secured in July 2025, and a total order book of 18,880 crore.
- The company has successfully completed significant projects, such as a section of the Chennai Metro and a structure for the High Court of Kolkata.
- Credit rating improved from A to A+, reflecting financial stability and improved creditworthiness.
- The company faces labor shortages, particularly in labor-intensive segments like building construction.
- Interest costs remain a concern, although there has been a reduction due to improved credit terms.
- Political risks in international markets, such as Bangladesh, could impact project execution and margins.
- The company has a significant portion of its order book reliant on macroeconomic factors and government infrastructure spending.
- Despite growth in revenue, the EBITDA margin has remained relatively stable, indicating limited operational leverage.
Ladies and gentlemen, good day and welcome to IDT Cementation Limited Q1 FY'26 earnings conference call hosted by ICICI Securities Limited.(Operator Instruction) I now hand over the conference over to Mr. Mohit Kumar from ICICI Securities Limited.
Thank you and over to you Sir.
Yes, thank you.
Good afternoon. On behalf of ICICI Securities, I welcome you all to the Q1 of FY'26 earning score of ITD Cementation India Limited.
Today we have with us from the management Mr. Jayanta Basu, Managing Director, Mr. Nitesh Sharma, the CFO, Mr. Rahul Agarwal Lead Investor Relations.
We'll begin with the opening remarks from the management followed by Q&A.
Thank you and over to you, sir.
Okay thank you and very good afternoon, everyone.
And thank you for joining us on the Q1 FY'26 results conference.
So, before I begin the discussion that we
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
