NBCC (India) Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NBCC reported Q4 standalone revenue of INR3,218 Cr (+7% YoY) and PAT of INR137 Cr (+34% YoY). FY25 standalone revenue rose 8% to INR8,725 Cr with PAT up 38% to INR476 Cr; consolidated revenue grew 16% to INR12,039 Cr with PAT at INR557 Cr (+35%). Order book crossed INR1.2 trillion consolidated, doubling in redevelopment projects. Execution is strong on Amrapali (INR10,500 Cr awarded) and Netaji Nagar (91% complete). FY26 standalone revenue is guided at INR15,000-16,000 Cr with INR18,000-20,000 Cr in tenders planned, focused on redevelopment across key states. Real estate sales hit INR329 Cr (25% EBITDA margin potential). Management is confident on growth, targeting INR1.5-2 lakh Cr order book in five years with multi-year execution visibility.