Q4 2026 Kalpataru Projects International Ltd Earnings Call Transcript
Key Points
- Kalpataru Projects International Ltd (BOM:522287) achieved a 22% year-over-year revenue growth, reaching INR27,143 crores, with a diversified growth across domestic and international markets.
- The company reported a significant 62% year-over-year increase in consolidated PBT before exceptional items, reaching INR1,334 crores, with a PBT margin expansion of 120 basis points to 4.9%.
- Consolidated PAT surged by 82% year-over-year, crossing the INR1,000 crores threshold, translating into a 71% jump in consolidated EPS to INR61 per share.
- The company reduced net debt by over 50% to INR915 crores and optimized its working capital cycle to 75 days, demonstrating strong financial health.
- Kalpataru Projects International Ltd (BOM:522287) secured robust order inflows, surpassing INR26,000 crores, with a total order book reaching an all-time high of INR65,457 crores, indicating strong future growth potential.
- The Water business faced collection delays, impacting the overall financial performance despite improvements in other segments.
- The company experienced disruptions in the Middle East, affecting the T&D business revenue growth, which was only 1% year-over-year for the quarter.
- There are ongoing geopolitical challenges and supply chain disruptions, particularly in the Middle East, which could impact future operations.
- The company has a significant portion of its order book in fixed contracts, which could expose it to margin pressures if commodity prices continue to rise.
- Despite strong financial performance, the company continues to face challenges in managing labor availability and cost structures in the current environment.
Ladies and gentlemen, good day, and welcome to Kalpataru Projects International Limited Q4 FY26 Earnings Conference Call hosted by DAM Capital Advisors Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Kishan Mundhra from DAM Capital. Thank you, and over to you, sir.
Hi, Thanks, Ikra. Good morning, everyone, and thanks for joining in early in the day, and a warm welcome to the Q4 FY26 Earnings Call of Kalpataru Projects International Limited. We have the management, which is represented by Mr. Manish Mohnot, who is the Managing Director and CEO; Mr. S.K. Tripathi, who is the Deputy Managing Director; Mr. Sanjay Dalmia, the Executive Director; Mr. Amit Uplenchwar, who is the Director, Group Strategy; and Mr. Ram Patodia, President, Finance and the CFO. Now at this point I'll hand over the floor to Mr.
Mohnot for his initial remarks, post which we'll open the floor up for question and answer. With that, thank you, and over
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