VA Tech Wabag Limited — PPTs, 21-05-2026: Investor Presentation

VA Tech Wabag reported strong FY26 results with consolidated revenue up 19.7% YoY to 3,944.2 Cr and PAT up 25.5% YoY to 370.5 Cr (EPS 59.51). The company maintained a net cash positive position for the sixth consecutive year at 950 Cr. Growth was driven by EP, international, industrial, and O&M projects.

Key strategic focus areas include technology-led water solutions, expanding into new energy adjacencies like Ultra-Pure Water and Bio-CNG, and digitalization initiatives. Notable recent wins include a 'Mega' PPP order for a Chennai TTRO Plant, an ADB-funded Chennai City-Wide Looped Water Grid, and a 300 MLD Yanbu Desalination order in KSA. Order intake for FY26 was over 7,500 Cr.

Management highlights a robust order book of 17,234.9 Cr, providing strong revenue visibility (over 4x current revenue). Outlook for the next 3-5 years targets 15-20% revenue CAGR, 13-15% EBITDA margin, and continued net cash positive status. The Board has approved a final dividend of ₹5 per share, showing confidence in cash generation and shareholder returns.