Cemindia Projects Ltd (NSE:CEMPRO)

Q1 2027 Cemindia Projects Ltd Earnings Call Transcript

Jul 29, 2026 / 06:30 AM GMT

Release Date Price: ₹1341.6 (+0.06%)

Transcript

Key Points

Positve

Cemindia Projects Ltd (BOM:509496) reported a 6% year-on-year increase in operating income for Q1 FY27, reaching 2,721 crore.
EBITDA grew by 9% year-on-year to 285 crore, with an improved EBITDA margin of 10.5%.
The company secured orders worth 8,519 crore during Q1 FY27, with additional orders of 447 crore in July, providing strong revenue visibility.
The order backlog stands at 31,000 crore, significantly higher than previous levels, indicating robust future growth potential.
Cemindia Projects Ltd is focusing on digitalization and technology integration in construction methods, project planning, and monitoring, which could enhance operational efficiency.

Negative

Despite a strong order book, revenue growth is decelerating relative to order book growth, with some projects facing mobilization delays.
The company is planning a significant fundraiser of 5,000 crores via QIP, raising questions about the necessity given its current net cash position.
Execution challenges are noted in some projects, such as the Bajwanport project, which has yet to start due to external issues.
There is a labor shortage in the construction industry, which could impact project execution timelines.
The company's reliance on the Adani Group for a significant portion of its order book (around 50%) could pose a concentration risk.

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

CEMI.NS - Cemindia Projects Ltd
Q1 2027 Cemindia Projects Ltd Earnings Call
Jul 29, 2026 / 06:30AM 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 the ChemIndia Project Limited Q1 FR27 Earnings Conference Call hosted by ICICI Securities Limited. 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 the conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Mohit Kumar from ICICI Securities.

Thank you, and over to you, sir.

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Unidentified_2 [2]

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