DENTA / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Denta Water and Infra Solutions · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

WatchQ4-FY26 · 2026-06-??Back to quarter ↗

Questions audited

12

Answered directly

54%

Numeric claims

7

Consistency

contradicted

Question ledger

What was answered, and how?

Himanchu · MB Investment

partial

Update on El Nino, order flow trajectory, and government payment status.

We this year as a new government has formed we are aggressively looking for the work orders and we'll try to achieve more turnover than last year and we are aggressively bidding for five to six tenders in coming quarter.

Rohit Warma · VHMA Associates

direct

Key business risks and mitigation plans.

Business risk is not much since we are all committed projects and probably there will be the risk which we are forcing is due to Iran US war there was shortage of petroleum products our 20 to 30% of the raw material is UPVC and HTP pipe which are dependent on petroleum product.

Pages Kandelwal · Prudent Equity

partial

Order inflow for FY27 and execution from current order book.

Right now our outstanding order book is 7277.76 million and as we informed earlier we are trying to bag new orders which are basically in water sector.

Pages Kandelwal · Prudent Equity

direct

Revenue guidance for FY27.

There will be 20% growth in revenue that is the minimum revenue projections which we are having.

Pages Kandelwal · Prudent Equity

evasive

Margin normalization outlook given crude normalization.

We always try to achieve a good profit mix. If we bag high value work orders, profit margins will be long and sustained. If we do go for small projects, profit margins will be marginalized.

Mrica · Fire Capital

partial

Reason for decline in execution run rate in Q3 and Q4.

The third quarter and fourth quarter was affected due to the war incident the payments were little bit in a rational way but anyway as compared to last year quarter fourth quarter and this year quarter we have increased by 12.

Mrica · Fire Capital

evasive

Expectation for government payments and execution scenario.

As the government is aggressively pushing on the payment as another two years the government is going to the election year and they are more focused on infrastructure development.

Mrica · Fire Capital

evasive

Margin outlook and whether 32% margin is sustainable.

We strive to build the old profit which we were trying to pick it up since almost June is coming to an end. We'll shortly announce what are our projection.

Rahul Kumar · Individual Investor

direct

Number of orders under Amrut and Jal Jeevan Mission.

We have got one order under Amrut. It's 232 cr water supply project. And we have got four projects under Jal Jeevan Mission.

Shaf Hussein · Individual Investor

direct

Timeline for liquidation of working capital stuck in assets.

In the month of December and January we hope to liquidate majority of the amount. Around 60% around 200 cr we try to achieve that.

Shaf Hussein · Individual Investor

evasive

Expected profit for FY27 given 25-30% growth guidance.

That depends on the project implementation, investment on raw materials and definitely I can't commit on any absolute terms of figures but we try to maintain good healthy profits.

Sachin Abyanka · Individual Investor

direct

Margin guidance for current year after drop to 19%.

We'll try to maintain roughly about 30%. 25 to 30% roughly we will try to maintain that.