Cemindia Projects Ltd (NSE:CEMPRO)
₹ 1,208.1 -37.7 (-3.03%) Market Cap: 207.72 Bil Enterprise Value: 211.39 Bil PE Ratio: 34.53 PB Ratio: 8.66 GF Score: 70/100

Q4 2026 Cemindia Projects Ltd Earnings Call Transcript

Apr 29, 2026 / 04:30 AM GMT
Release Date Price: ₹815.25 (+20.00%)

Key Points

Positve
  • Cemindia Projects Ltd (BOM:509496) reported a significant revenue milestone, surpassing the 10,000 crore mark for the first time in its history.
  • The company achieved a 66% year-on-year growth in EBITDA for Q4 FY26, reaching 450 crore.
  • EBITDA margins improved to 15.1% in Q4 FY26 from 10.77% in the previous year, indicating better operational efficiency.
  • The company secured a substantial order book of 19,000 crore, a significant increase from previous years.
  • Cemindia Projects Ltd (BOM:509496) has a strong pipeline of potential projects worth 70,000 crore, indicating future growth opportunities.
Negative
  • The company faces uncertainties related to inflationary pressures on raw materials, which could impact future margins.
  • There are concerns about the timely execution of projects due to potential delays in securing necessary approvals and permissions.
  • The company has a debt-to-equity ratio of 1.1%, which may pose financial risks if not managed carefully.
  • Some projects, such as the Vadawan port, are experiencing delays due to factors beyond the company's control.
  • The company has not declared a dividend for the year, which may disappoint some investors looking for returns.


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

CEMI.NS - Cemindia Projects Ltd
Q4 2026 Cemindia Projects Ltd Earnings Call
Apr 30, 2026 / 04:30AM 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 SEM India Projects Limited Q4 F526 current conference call. As a reminder, all participants. Operator request has been initiated. If you'd like to cancel this request, please press *0 again. If you need assistance during the conference call, please signal an operator by pressing *0 on a touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Mahesh Patil for ICICI Securities.

Thank you, and over to you, Mr. Patil.

Yeah, thank you.

Good morning to all. On behalf of ICICI Securities, I welcome you all to the Q4 FY26 Earnings Call of SEM India Projects Limited.

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