CEMPRO / Q3-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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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

54%

Numeric claims

Consistency

mixed

Question ledger

What was answered, and how?

Dhanj Mistra · Sunnid Securities

direct

Sustainability of double-digit margins and order inflow pipeline.

definitely have double digit margin which is expected next quarter or going forward... consistently are doing if you see last quarter also it was double digit margin

Dhanj Mistra · Sunnid Securities

partial

Order inflow pipeline for next 3-6 months and sector mix.

around 9,000 work jobs till now... we have submitted our bid and we are waiting for the results like metro jobs at Delhi and one port job in Odisha... another 30 to 40,000

Dhanj Mistra · Sunnid Securities

evasive

Status of Vadodara port order and FY26 revenue guidance.

it is not very sure how will take place because this totally not in our control... it will be at least 15 to 20% more than the quarter roughly of the current quarter

Nit Manena · White Fine Investment Management

partial

Capability and visibility for data center orders from Adani.

we have ramped up our capability... we have already started two data center building in Mumbai... visibility that has got a big plan and even if we do half of that that'll be quite big

Nit Manena · White Fine Investment Management

evasive

Revenue potential per megawatt for data center projects.

very difficult to answer because it depends upon the condition... 120 megawatt timeline may take two to 27 months time and first year 20% revenue next year 80% revenue

Analyst from JM Financial · JM Financial

direct

Status and outstanding book of Bangladesh order.

Bangladesh work is going on absolutely okay... we are delivering the job as per our schedule. We're getting paid on time and we are almost completing the piling jobs by end of May.

Analyst from JM Financial · JM Financial

declined

Outstanding book value for Bangladesh order.

Outstanding I have to check out some time.

Analyst from JM Financial · JM Financial

direct

Gross debt as of December.

It's close to 924.

Unnamed analyst · Research desk

partial

Status of L1 orders and order inflow guidance.

total 11,700 crores and that includes Pune metro of 1,500 crores... there are no such job where we have L1 except a small job... we have submitted a bid of around 25,000 crores total

Adita Sahu · HDSC Securities

direct

Revenue and margin guidance for FY26.

it will be around 15 to 20% rise in the revenue and margin... on the bit margin 10 11% is what I could gather

Adita Sahu · HDSC Securities

partial

Capex guidance for FY26 and deployment so far.

this year also will be around whatever we spend last year this is 10% 15% more than last year... in 9 months you have spent around two 200 odd crores towards the unders

Disha from ON Portfolio · ON Portfolio

partial

Impact of Vadodara port delay on revenue and margins.

another 200 300 cr revenue would have been more at this port is in operation and regarding margin betterment we have done good we have efficiently handled the project