Q3 2026 EMS Ltd Earnings Call Transcript

Feb 13, 2026 / 05:00 AM GMT

Transcript

Key Points

Positve

EMS Ltd (NSE:EMSLIMITED) has a strong focus on the water sector, contributing 70-80% of its revenue.
The company has a robust order book of approximately 2,200 crores, indicating a healthy pipeline of projects.
EMS Ltd is aggressively bidding for new projects, with a current bidding pipeline of around 4,000 crores.
The company expects to enhance its order book by about 1,000 crores in the next few months.
Management reassures that the company is not in financial distress and expects to recover and improve performance in the upcoming quarters.

Negative

Q3 results were significantly lower than expected due to unforeseen natural disasters and extended monsoon in Uttarakhand.
There was a delay in revenue generation as a significant portion of the order book is still in the design phase.
The company's EBITDA and PAT margins have been under pressure, with Q3 showing a PAT of only 10% and EBITDA around 15-16%.
Interest costs have increased due to a loan taken for a subsidiary project, impacting financial performance.
Promoter share pledging has increased to 28%, raising concerns about financial management and transparency.

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

EMSL.NS - EMS Ltd
Q3 2026 EMS Ltd Earnings Call
Feb 14, 2026 / 05:00AM GMT

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Presentation
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Unidentified_1 [1]
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And gentlemen, and welcome to the earnings conference call for Q3 and 9 months FY26 of EMS 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 this conference call, please signal an operator by pressing, then 0 on your touchstone 4.

EMS Limited was incorporated in 2010 by Mr. Ramveer Singh and Mr. Ashish Tomer.

And is involved in business of sewage solution provider, water supply system, water and waste treatment, plants, electrical transmission and distribution, road and allied works operation and maintenance of wastewater scheme projects and water supply scheme projects for government

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