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View Risks →Bajel Projects Limited — Q4 FY26
Bajel Projects reported a strong Q4 FY26 with standalone revenue crossing ₹1,000 crore for the first time, up 26% YoY to ₹1,008 crore.
bullish
medium
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Bajel Projects reported a strong Q4 FY26 with standalone revenue crossing ₹1,000 crore for the first time, up 26% YoY to ₹1,008 crore. EBITDA grew 39% YoY to ₹38 crore with margin expanding 30bps to 3.7%. Full-year revenue rose 7% to ₹2,792 crore, while PAT surged 74% to ₹27 crore, driven by disciplined execution and a shift to quality growth. The order book stood at ₹3,442 crore, with inflows of ₹3,100 crore (up 55% YoY). Management guided for 15%+ revenue growth in FY27 and expects to end the year with an order book of ₹4,000-5,000 crore. Key strategic moves include a tripartite collaboration with NIIF for project pipeline and a JV in Saudi Arabia. Risks include commodity price volatility (aluminium, zinc, steel) and geopolitical headwinds from the US-Iran conflict impacting Middle East operations.
बजेल प्रोजेक्ट्स ने वित्त वर्ष 2026 की चौथी तिमाही में शानदार प्रदर्शन किया। पहली बार कंपनी की कमाई ₹1,000 करोड़ पार कर गई, जो पिछले साल से 26% ज़्यादा है। कंपनी का मुनाफा (EBITDA) 39% बढ़कर ₹38 करोड़ हो गया। पूरे साल की कमाई 7% बढ़कर ₹2,792 करोड़ रही, जबकि शुद्ध मुनाफा (PAT) 74% उछलकर ₹27 करोड़ हो गया। कंपनी के पास ₹3,442 करोड़ के ऑर्डर हैं और अगले साल 15% से ज़्यादा कमाई बढ़ने की उम्मीद है। कंपनी ने सऊदी अरब में नया कारोबार शुरू किया है। जोखिमों में एल्युमीनियम, जिंक और स्टील के दामों में उतार-चढ़ाव और अमेरिका-ईरान तनाव से मिडिल ईस्ट पर असर शामिल है।
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Order Inflow (FY26)
₹3,100 crore
+55% YoY
Order inflow for the full year increased significantly, reflecting strong demand and execution capabilities.
Unexecuted Order Book (Mar 2026)
₹3,442 crore
flat
Order book remains robust, providing revenue visibility for the coming quarters.
Transmission Lines Commissioned (FY26)
1,168 circuit km
N/A
Commissioned 1,168 circuit km of transmission lines and substations, roughly 10% of India's total addition.
Manufacturing Capacity Expansion
110-120k MT p.a.
+2.5x
Expanding Ranjangaon facility from 45k to 110-120k MT per annum in three phases, capex ₹170 crore.
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Guidance and risk preview
Management targets revenue growth upwards of 15% in FY27, driven by strong order pipeline and execution focus.
Rising aluminium, zinc, and steel prices due to global trade tariffs and geopolitical tensions could compress margins.
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