SPML Infra Ltd (NSE:SPMLINFRA)

₹ 287.06 +7.61 (+2.72%) Market Cap: 20.60 Bil Enterprise Value: 20.94 Bil PE Ratio: 40.16 PB Ratio: 2.59 GF Score: 47/100

Q4 2025 SPML Infra Ltd Earnings Call Transcript
Jun 02, 2025

Earnings

Q4 2025 SPML Infra Ltd Earnings Call Transcript

Jun 2, 2025 / 10:00 AM GMT

Transcript

Key Points

Positve

SPML Infra Ltd (BOM:500402) has a strong order book of approximately INR 3,000 crore as of March 31, 2025, with additional orders expected in Q1 and Q2 of FY26.
The company is focusing on high-margin projects, with new orders targeting margins of more than 10%, and some reaching up to 15%.
SPML Infra Ltd is strategically positioned in the growing water and power sectors, with significant opportunities in water infrastructure and renewable energy projects.
The company has entered into an exclusive agreement with Energy Vault, a US-based leader in sustainable energy storage, to enhance its battery energy storage system capabilities.
SPML Infra Ltd has made substantial progress in debt reduction, repaying INR 290 crore out of a total INR 700 crore owed, with plans to repay the remaining debt ahead of schedule.

Negative

The company faces delays in project awards due to slow approval and funding processes, impacting the timing of new projects, particularly in the water sector.
There is uncertainty in the global economic environment, which could affect infrastructure development and project execution timelines.
SPML Infra Ltd's financial figures are not easily comparable year-on-year due to restructuring and other adjustments, complicating performance analysis.
The company is still awaiting formal fund allocation from the state government for certain projects, which could delay execution.
Despite a strong order book, the company has not provided specific revenue growth guidance for FY26, citing the need for more order confirmations.

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

SPML.NS - SPML Infra Ltd
Q4 2025 SPML Infra Ltd Earnings Call
Jun 02, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the SPML Infras Limited Q4 and 525 earnings conference call.

As a reminder, all participant lines will be in the lesson only more, 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 10 on your test on phone.

I now hand the conference over to Mr. Pranek Prem Kumar from Ad Factors PR Investor relations team.

Thank you and over to you, Mr. Prannek Prem Kumar.

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Unidentified_2 [2]
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