ITD Cementation India Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ITD Cementation reported robust Q1 FY26 financials: Revenue grew 7% to INR 2,542 Cr, EBITDA rose 7% to INR 254 Cr, maintaining 10% margins. PAT surged 37% to INR 137 Cr, a record 5.4% margin. They secured INR 4,300 Cr orders YTD, with an additional INR 1,400 Cr as L1. Current INR 18,880 Cr order book for 1.5 years execution. FY26 targets include INR 15,000-16,000 Cr new orders, 20-25% revenue growth, and ~10% EBITDA margins. Operational progress is strong, focusing on large projects and Adani Group opportunities. Management is confident in continued momentum.