Q4 2026 EMS Ltd Earnings Call Transcript
Key Points
- EMS Ltd (NSE:EMSLIMITED) has a strong order book of INR 1,837 crore as of March 31, 2026, with additional orders of INR 209 crore from UP Jal Nigam.
- The company is targeting a revenue of INR 1,000 crore for FY27, indicating a recovery from the FY26 downturn.
- EMS Ltd (NSE:EMSLIMITED) has a long-term growth target of 20-25% CAGR, reflecting confidence in its business model and market potential.
- The company is actively bidding for projects worth INR 2,500 to INR 3,000 crore, showing a robust pipeline for future growth.
- EMS Ltd (NSE:EMSLIMITED) plans to maintain a PAT margin of 15% and aims to achieve an EBITDA margin of around 25% in FY27.
- The company's Q4 FY26 revenue fell significantly to INR 84 crore standalone and INR 120 crore consolidated, a major drop from the previous year.
- Delays in government permissions and payments have severely impacted project timelines and financial performance.
- The West Bengal elections and associated work stoppages contributed to a substantial revenue shortfall in Q4.
- The introduction of a new government payment system (SPARSH) has caused delays in receiving funds, affecting cash flow.
- The company faced operational challenges due to heavy rainfall and supply chain disruptions, further impacting project execution.
Ladies and gentlemen, good day, and welcome to the earnings conference call for Q4 and FY26 for EMS Limited. (Operator Instructions) EMS Limited was incorporated in 2010 by Mr. Ramveer Singh and Mr. Ashish Tomar and is involved in the business of sewage solution providers, 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 project for government authorities. Let us now begin with the introduction of the management.
We have with us today Mr. Ashish Tomar, Promoter and Managing Director of the company. Also joining us today is Mr. H.K. Kansal, Chief Executive Officer.
I would now like to hand the conference over to Mr. Ashish Tomar, Promoter and Managing Director, to give his opening remarks. Thank you, and over to you, sir.
Yeah. Good afternoon, and thank you all for joining EMS Limited's earnings call today. I am Ashish
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