Vision Infra Equipment Solutions Limited — Investor Meet, 26-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Vision Infra Equipment Solutions' H1 FY26 revenue jumped 45% YoY to INR 281 Cr, with EBITDA at INR 72 Cr (+40%) and PAT at INR 21 Cr (+47%). Management is highly optimistic, projecting FY26 revenue over INR 550 Cr, with H2 expected to exceed H1's INR 281 Cr.

The company plans to deploy INR 130-140 Cr fundraise mainly for equipment capex (targeting INR 300-400 Cr over 2-2.5 years) to capitalize on robust government infra spending. Current rental order book stands at INR 218 Cr, primarily short-term. Refurbishment exports are thriving across global markets. Management emphasizes maintaining a young fleet, improving margins, and a healthy debt-equity ratio of 1x or less, indicating a confident outlook.