SPML Infra Limited — Investor Meet, 26-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SPML Infra reported Q1 FY26 revenue of Rs. 172.9 crore, with EBITDA at Rs. 24.3 crore (14% margin) and PAT at Rs. 12.2 crore (7% margin). The order book stands robust at Rs. 4,500 crore, boosted by new wins and Rs. 2,200 crore in L1 bids. Management targets Rs. 4,000-5,000 crore in FY26 order inflows, focusing on high-margin, funded projects. Strategically, SPML is investing Rs. 125 crore in a 2.5 GW Battery Energy Storage System (BESS) plant in Pune (Q1 FY27 launch), partnering with Energy Vault. This high-growth segment offers strong potential with 40%+ ROCE, driving future revenue from water and power.