VA Tech Wabag Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

VA TECH WABAG concluded its Q4 & FY26 results call and Annual Investors Meet. FY26 revenue grew 19.7% to ₹3,944 Cr, with PAT up 25.5% to ₹370.5 Cr. EBITDA margin stood at 13.3%. The company achieved ₹950 Cr net cash for the 6th consecutive year and declared a ₹5/share dividend. The order book surged 26% YoY to ₹17,235 Cr, providing over 4x revenue visibility. Order intake was strong at ₹7,500 Cr. Management highlights structural tailwinds in the $75-100 Bn global water market, driven by scarcity and new demand from sectors like semiconductors. Strategic focus on O&M (38% of order book), desalination, and future energy solutions. Outlook remains positive, targeting 15-20% revenue CAGR and 13-15% EBITDA margin.