NBCC India Ltd (NSE:NBCC)
₹ 99.98 +2.23 (+2.28%) Market Cap: 269.87 Bil Enterprise Value: 197.38 Bil PE Ratio: 37.58 PB Ratio: 8.94 GF Score: 89/100

Q1 2026 NBCC (India) Ltd Earnings Call Transcript

Aug 8, 2025 / 05:30 AM GMT
Release Date Price: ₹105.81 (-3.49%)

Key Points

Positve
  • NBCC India Ltd (BOM:534309) reported a 10% year-on-year increase in total operating income for the first quarter of FY 2026.
  • The company secured significant new projects worth INR 2,400 crore on a consolidated basis in Q1, including major projects like the permanent campus of JME and the Central University of Haryana.
  • NBCC India Ltd (BOM:534309) has a robust consolidated order book standing at INR 120,000 crore, indicating strong future revenue potential.
  • The company successfully completed 19 projects in the last quarter, with more expected to be completed by March next year.
  • NBCC India Ltd (BOM:534309) is targeting a profit margin of 6% to 6.5% for FY 2026, indicating a focus on improving profitability.
Negative
  • The EPC revenue fell by about 16% year-on-year due to the nearing completion of the Maldives project, highlighting a need for replacement projects.
  • The real estate segment experienced a significant decline in both revenue and profit, impacting overall financial performance.
  • Challenges in arranging funds and obtaining approvals for redevelopment projects were noted as major hurdles.
  • There was a delay in project awarding, with only INR 2,000 crore worth of projects secured in Q1 against a target of INR 20,000 crore for FY 2026.
  • Execution was impacted by heavy rains in the northeast region and the completion of the Maldives project, affecting revenue generation.


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

NBCC.NS - NBCC (India) Ltd
Q1 2026 NBCC (India) Ltd Earnings Call
Aug 08, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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21 FY 2025 26 investors earnings conference call hosted by ICICI Securities.

As a reminder, all participant lines will be in lesson 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 touchtone phone. Please note that this conference is being recorded. I now 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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