EFFWAINFRARESEARCH / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Effwa Infra & · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-06-30Back to quarter ↗

Questions audited

9

Answered directly

72%

Numeric claims

4

Consistency

contradicted

Question ledger

What was answered, and how?

Rainder Bir Singh · Alpha AMC

partial

Why order book remained at 750 cr despite earlier guidance of 1000 cr?

this present order value is whatever was executed the balance of that and few orders are already in our favor declared but still we have not got the written intimation... it will probably add to almost the anticipated figure of thousand.

Rainder Bir Singh · Alpha AMC

direct

What is the total value of orders in the pipeline?

That is around 2,600 or little more than that. 2,600.

Rainder Bir Singh · Alpha AMC

evasive

What margins will the new ZMD technology command?

Definitely will be improving our margin because this is the technology right and first time and which is going to save huge money for the industry.

Rainder Bir Singh · Alpha AMC

direct

What is the capital work in progress of ~20 cr related to?

that is basically we have got the office which is under construction. So the 19 cr is the amount which we have already paid to the developer.

Taher Hyderabad Wala · Gobis Fund

direct

What is the revenue growth guidance for next 2-3 years?

35 to 40% we are expected to grow next year

Taher Hyderabad Wala · Gobis Fund

direct

What is the revenue breakdown by segment?

around 92.4% 4% is effluent treatment plant is 3% is and treatment plant is recycling 4.6%.

Taher Hyderabad Wala · Gobis Fund

direct

What is the order book split between government and private?

private sector is around out of 750 we have around 500 plus from private sector like JSW and uh uh and that balance part is from TSH.

Praesh Shira · Lucky

direct

How many sites does the 750 cr order book cover?

Uh around five sites.

Praesh Shira · Lucky

evasive

What is the capex premium for ZMD over ZLD?

should be we should be making some premium for sure for all our efforts.

Adita · Securities Investment Management

direct

How is the company protected against raw material inflation?

in most of the contracts escalation class right all almost all the contracts that we have are with the escalation clause

Adita · Securities Investment Management

direct

What is the retention money amount currently?

So it's 20 to 30 crores.

Karthi · Suyos Advisor

direct

What is the committed execution schedule for FY27 from the 750 cr order book?

We are anticipating around 350 plus to commission in next coming financial year in this.