Q4 2025 NCC Ltd Earnings Call Transcript
Key Points
- NCC Ltd (BOM:500294) achieved its revised guidance for FY25, with a record order book of INR71,568 crore.
- The company reported a 5% revenue growth on a standalone basis, aligning with its guidance.
- EBITDA margin for FY25 was 9.1%, consistent with the company's expectations.
- NCC Ltd has a strong prospective pipeline of INR2.55 lakh crore for future projects.
- The company declared a dividend of 110%, amounting to INR2.20 per share, reflecting strong shareholder returns.
- Revenue growth for FY25 was only 5%, falling short of the original 15% target.
- The guidance for FY26 revenue growth is set at 10%, which some analysts consider low given the high order inflow.
- There are concerns about slow-moving orders and client payment delays affecting project execution.
- The debt level increased to INR1,484 crore by the end of Q4, with a net debt of INR710 crore.
- Interest-bearing mobilization advances have increased, leading to higher finance costs.
(audio in progress) Is now being recorded.
The company for the fourth quarter and for the financial year '25. In the third and last part, we will attempt to answer all your questions and clarifications. We are happy to share with you the fact that we have achieved the revised guidance shared with you in the last earnings call.
We are sitting at the highest ever order book of INR71,568 crore and in the financial year FY25, we have booked orders worth INR32,888 crore, which is about 50% more than the upper band of our guidance shared with you.
The revenue on on a standalone basis. Increased by 5%, which is in line with the guidance that we have shared with the street. The EBITDA margin was 9.1%, which is closely in line with the guidance that we have shared with you. For the FY26, that is the current financial year, we are seeing a healthy pipeline of future projects.
We have a prospective pipeline of about 2.55 lakh crore and we are pleased to share with you a guidance of INR22,000 crore
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