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Cyber fraud incident
View Risks →Enviro Infra Engineers Limited — Q1 FY26
Enviro Infra Engineers delivered a strong Q1 FY26 with revenue of ₹241 crore (+17.4% YoY), EBITDA of ₹64 crore (+25.2% YoY), and PAT of ₹42 crore (+41.8% YoY).
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Enviro Infra Engineers delivered a strong Q1 FY26 with revenue of ₹241 crore (+17.4% YoY), EBITDA of ₹64 crore (+25.2% YoY), and PAT of ₹42 crore (+41.8% YoY). EBITDA margin held steady at 26.7%, above the guided 22-24% range. Growth was driven by execution of water and wastewater treatment projects, with fresh order wins of ₹1,178 crore including a first ZLD project in Maharashtra and entry into solar via two assets. The order book stands at ₹2,551 crore with an O&M backlog of ₹946 crore providing long-term visibility. Management guided for 35-40% revenue CAGR over the next five years, supported by large government schemes like AMRUT (₹2.7 lakh crore remaining). A cyber fraud of ₹11.15 crore was disclosed, with ₹4.95 crore charged as exceptional item; promoters have voluntarily foregone remuneration until recovery. Key risk: continued dependence on government contracts could expose the company to payment delays, though management believes the worst is over for JJM-related issues.
एनवायरो इंफ्रा इंजीनियर्स ने पहली तिमाही में अच्छा प्रदर्शन किया। कमाई ₹241 करोड़ रही, जो पिछले साल से 17.4% ज्यादा है। कंपनी का मुनाफा ₹42 करोड़ रहा, जो 41.8% बढ़ा। पानी और गंदे पानी साफ करने के प्रोजेक्ट्स से यह ग्रोथ आई। कंपनी को ₹1,178 करोड़ के नए ऑर्डर मिले, जिसमें पहला जीरो लिक्विड डिस्चार्ज प्रोजेक्ट और सोलर एनर्जी में एंट्री शामिल है। कुल ऑर्डर ₹2,551 करोड़ का है, जिससे आने वाले समय में काम मिलता रहेगा। कंपनी ने अगले पांच साल में 35-40% सालाना ग्रोथ का लक्ष्य रखा है। हालांकि, ₹11.15 करोड़ का साइबर फ्रॉड हुआ, जिसमें से ₹4.95 करोड़ का खर्च दिखाया गया। कंपनी के मालिकों ने रिकवरी तक अपनी सैलरी छोड़ दी है। सरकारी प्रोजेक्ट्स पर निर्भरता एक जोखिम है, लेकिन प्रबंधन का मानना है कि सबसे बुरा दौर खत्म हो गया है।
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Order Inflow (Q1 FY26)
₹1,178 crore
+1,178% YoY (vs nil in Q1 FY25)
Fresh orders secured in Q1, including ZLD and solar projects, indicating strong demand.
Order Book (Execution)
₹2,551 crore
+115% YoY (from ₹1,185 crore as of Apr 2025)
Total execution order book across 21 projects, providing 2-3 years of revenue visibility.
O&M Order Book
₹946 crore
N/A (not comparable)
Long-term O&M contracts (5-15 years) ensure steady annuity revenue; expected to generate ₹70-75 crore annually from FY27.
Working Capital Cycle
90 days
Flat YoY
Net working capital cycle maintained at ~90 days, reflecting efficient cash conversion despite government payment delays.
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Guidance and risk preview
Management expects 35-40% revenue growth from water and wastewater treatment alone, with additional upside from renewable energy.
A cyber fraud of ₹11.15 crore was detected in Q1; ₹4.95 crore charged as exceptional item.
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