CEMINDIAPROJECTS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Cemindia Projects · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-13Back to quarter ↗

Questions audited

Answered directly

71%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Koshik Toshi · ICA securities

evasive

Plans and margins for road project in order book.

We just secured a road come bridge... it is very initial stage... margin you know in the road sector you know what is the margin. So unless you start and do the job it is difficult to say what will be the margin.

Koshik Toshi · ICA securities

direct

Guidance for FY27 revenue and order book.

Revenue should be at least 25% more than this year and order book this year we have secured around 19,000 cr... maybe 25,000 crores is our target.

Koshik Toshi · ICA securities

partial

Driver behind margin expansion and sustainable margin.

We have done good job... project executed on time... few claims realized. So put together margin is improved compared to other financial years.

Tanj Mishra · Suni Securities

direct

One-off items in 12% margin and sustainable margin.

Few jobs like Bangalore metro and Bombay metro has contributed... few claims we have realized... margin is better... for annual basis we should take 10.5 to 11% kind of margin excluding available.

Tanj Mishra · Suni Securities

partial

Order inflow expectations for first half of FY27.

Road highways and tunnel... opportunities are huge only thing when they will be materialized... large chunk of order may come from roads and highways and tunnel large diameter tunnel.

start sha · MK ventures

direct

Data center business progress and order book.

We have opened a new division have already secured three or four jobs from Madani group... opportunities are huge... so far it is around 3,000 crores we have secured from our group.

Bavin · Anandati

evasive

Interest rate and promoter proportion on mobilization advances.

Interest rate is mixed some job we have got interest some we do not have interest... it depends upon the project... there is no generic rules or clause.

Parikut Kpal · HDSC securities

direct

Pipeline of 70,000 cr includes group pipeline and segment breakup.

Group will be around 35 to 30 40% out of this... tunnel... is around one lakh cr... roads and highway also around close to one lakh cr market available.

Parikut Kpal · HDSC securities

direct

Margin trajectory: 12% EBITDA margin sustainable or one-off?

Margin this quarter has come from few provisions... jobs got completed but this will not be a regular phenomena. It will be around 10 to 10.5% going forward.

web of Sha · JM Financial

direct

Quantify claims and provision reversal for Q4 and full year.

Quarter 4 is the total claim which we have realized from one of the projects is that 100 cr... 150 for the whole year.

web of Sha · JM Financial

direct

Order inflow in Q1 FY27 so far and L1 position.

3200 cr for one order... we are L1 in one job at BPU 1,600 crores odd... including L1 it should be 5,000 crores.

Dalpat Ma · Sun City Advisor

partial

Revenue growth expected for next 3-5 years.

We should grow around 25% for another one or two years... up to 3 years is okay... we wish to grow at the rate of 20 25%.