Cemindia Projects Limited — Q2FY27 earnings call summary

Filed 11 November 2026 · Official transcript

Data center segment ~15% of order book; revenue traction expected from Q4 FY27
Margin guidance maintained ~10% for FY27 despite Q2 margin pressure
Capex INR150 Cr H1; FY27 capex expected INR150-200 Cr, potential INR1,500 Cr in FY28 for TBM
Q2 FY27 revenue INR2,749 Cr +25% y-y; EBITDA INR280 Cr +15% y-y; PAT INR131 Cr +21% y-y
H1 FY27 revenue INR5,470 Cr +15% y-y; EBITDA INR565 Cr +12% y-y; PAT INR271 Cr +10.8% y-y
Pipeline of INR1.3 lakh Cr external and INR50,000 Cr group projects; targeting 20-25% revenue growth
Order book at INR32,715 Cr, diversified; strong inflow INR5,968 Cr in Q2 and Oct 2026
Net debt-to-equity ~0.3x; raised INR1,400 Cr via QIP for capex, debt repayment, working capital