Revenue CAGR of 35-40% for next 5 years
Management expects 35-40% revenue growth from water and wastewater treatment alone, with additional upside from renewable energy.
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Enviro Infra Engineers · forward-looking guidance across the available source record.
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What management said would happen.
growth
EBITDA margin guidance of 22-24%
Management reiterated EBITDA margin guidance of 22-24%, though actual margins have been higher (26.7% in Q1).
Order inflow guidance of ₹2,500 crore for FY26
Management guided for total order inflow of ₹2,500 crore in FY26; ₹1,178 crore already secured in Q1, balance ~₹1,300 crore expected.
Debt-to-equity ratio to be kept at or below 1x
Management aims to limit debt-to-equity to around 1x, even with HAM projects, to maintain a conservative balance sheet.
Full-year PAT guidance of ₹230-250 crore maintained
Management reiterated PAT target for FY26, implying Q4 PAT of ~₹95-115 crore, driven by revenue of ₹600-650 crore and 15% PAT margin.
Q4 revenue guidance of ₹600-650 crore
Includes ₹400-450 crore from water/wastewater and ₹200 crore from renewables; January run-rate was ~₹120 crore.
FY27 revenue growth target of 35-40%
Management aims to maintain 35-40% CAGR, contingent on order book accretion in next two months; renewable segment expected to contribute ₹400-500 crore.
EBITDA margin guidance of 22-24% maintained
Despite current margins above 27%, management reiterated long-term EBITDA margin range of 22-24%.