VA Tech Wabag Limited — PPTs, 05-02-2026: Investor Presentation

VA TECH WABAG reports strong Q3 and 9M FY26 results. Revenue grew 18.5% YoY in Q3 to 961.3 Cr and 18.3% for 9M to 2,529.8 Cr. Profit (PAT) jumped 30.6% in Q3 to 91.7 Cr and 23.7% for 9M to 242.2 Cr. EBITDA margins improved, driven by EPC, international, industrial, and O&M projects.

The company focuses on "Future Energy Solutions" like PV Solar, Green H2, and Biogas-to-CBG plants, securing new orders. Digitalization with AI/ML solutions is enhancing plant operations. WABAG secured significant orders including a mega desalination project in KSA and advanced water solutions for Renewsys, plus a Bio-Gas Upgradation order on BOT model in UP.

Net cash stood at 1,006.5 Cr for the 12th consecutive quarter. The order book reached over 16,300 Cr, up 15% YoY, providing robust revenue visibility. Management anticipates sustaining revenue growth of 15-20% CAGR, with EBITDA margins of 13-15% and ROE over 15%, leveraging their strong order book and financial flexibility.