Enviro Infra Engineers Management Guidance Tracker

8 forward-looking guidance items tracked across 2 quarters.

Growth

Q1 FY26Revenue CAGR of 35-40% for next 5 yearsTracked

Management expects 35-40% revenue growth from water and wastewater treatment alone, with additional upside from renewable energy.

Q3 FY26Full-year PAT guidance of ₹230-250 crore maintainedActive

Management reiterated PAT target for FY26, implying Q4 PAT of ~₹95-115 crore, driven by revenue of ₹600-650 crore and 15% PAT margin.

Q3 FY26FY27 revenue growth target of 35-40%Tracked

Management aims to maintain 35-40% CAGR, contingent on order book accretion in next two months; renewable segment expected to contribute ₹400-500 crore.

Margins

Q1 FY26EBITDA margin guidance of 22-24%Active

Management reiterated EBITDA margin guidance of 22-24%, though actual margins have been higher (26.7% in Q1).

Q3 FY26EBITDA margin guidance of 22-24% maintainedActive

Despite current margins above 27%, management reiterated long-term EBITDA margin range of 22-24%.

Revenue

Q1 FY26Order inflow guidance of ₹2,500 crore for FY26Tracked

Management guided for total order inflow of ₹2,500 crore in FY26; ₹1,178 crore already secured in Q1, balance ~₹1,300 crore expected.

Q3 FY26Q4 revenue guidance of ₹600-650 croreActive

Includes ₹400-450 crore from water/wastewater and ₹200 crore from renewables; January run-rate was ~₹120 crore.

Capex

Q1 FY26Debt-to-equity ratio to be kept at or below 1xActive

Management aims to limit debt-to-equity to around 1x, even with HAM projects, to maintain a conservative balance sheet.