Q4 2025 Kalpataru Projects International Ltd Earnings Call Transcript
Key Points
- Kalpataru Projects International Ltd (BOM:522287) achieved its highest ever revenue, EBITDA, PBT, and order book in FY25, driven by exceptional project execution and a strong diversified order backlog.
- The company reported a significant reduction in net debt by 40% YoY at the standalone level and 25% YoY at the consolidated level, strengthening its balance sheet.
- Standalone revenue for FY25 rose by 13% YoY, with growth in EBITDA, PBT, and PAT at 16%, 20%, and 22%, respectively.
- The order book reached an all-time high of INR64,495 crores, with a diverse mix across businesses and markets, surpassing order inflow guidance with orders worth INR25,475 crores.
- The T&D business sustained strong growth with a 28% YoY increase in turnover, and the Buildings & Factories business delivered healthy growth of 22% in FY25.
- The Water business faced challenges due to delayed collections and deferred fund allocation, impacting revenue growth in FY25.
- Consolidated margins were affected by losses in subsidiaries, including Fasttel Brazil and historical projects in Saudi Arabia.
- The railway segment is experiencing intense competition, leading to cautious order booking and potential revenue decline.
- The finance cost as a percentage of sales remained at 2% at the standalone level, indicating ongoing financial pressure.
- The company faces challenges in labor availability, which could impact the execution of large-scale projects.
Ladies and gentlemen, good day, and welcome to Kalpataru Projects International Limited Q4 FY25 earnings conference call hosted by DAM Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Bhoomika Nair from DAM Capital. Thank you, and over to you, Ms.
Nair.
Yeah. Good morning, everyone. A warm welcome to the Q4 FY25 earnings call of Kalpataru Projects International Limited. We have the management today being represented by Mr. Manish Mohnot, Managing Director and CEO; Mr. S.K. Tripathi, Deputy Managing Director; Mr. Amit Uplenchwar, Director, Group Strategy; and Mr. Ram Patodia, President, Finance and CFO.
At this point, I'll hand over the call to Mr. Mohnot for his initial remarks, post which we'll open up the floor for Q&A. Thank you, and over to you, sir.
Thank
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