Ceigall India Limited — PPTs, 08-08-2025: Investor Presentation

Here's a summary of Ceigall India's recent investor presentation:

**1. Financial Highlights:**

Ceigall's Q1 FY26 consolidated revenue rose 4.3% YoY to ₹838.2 Cr. However, consolidated EBITDA and PAT declined 13.0% and 35.1% respectively, with margins contracting. Net working capital days increased to 75.

**2. Strategic Initiatives & Growth Drivers:**

The company is diversifying into the power transmission sector, securing a ₹400 Cr substation project for annuity-type cash flows. Ceigall continues focusing on profitable growth, geographical expansion, and HAM opportunities.

**3. Business Developments:**

Ceigall holds a strong order book of ₹10,337.4 Cr as of June, balanced with 61.7% HAM and 36.9% EPC projects. Over 80% of the order book is tied with NHAI, ensuring a robust pipeline.

**4. Market Position & Competitive Advantage:**

With 20+ years in infrastructure, Ceigall boasts strong project execution and an efficient asset-light model. In-house expertise and robust governance reinforce its competitive edge.

**5. Investor Implications:**

Despite Q1 margin pressure, strategic diversification and a substantial ₹10,337.4 Cr order book signal positive growth potential. Monitoring working capital and new project execution will be key.