SPML Infra Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SPML Infra reported Q1 FY27 financial results: Revenue up 74% YoY to ₹286 Cr, EBITDA up 81% to ₹28 Cr (10% margin), PAT up 87% to ₹22.7 Cr. The order book stands at ₹5,100 Cr, with new projects carrying >10% margins. The company aims for over 25% growth in FY27 turnover and profit.

Its 2.5 GW BESS assembly line is ready, targeting ₹200-300 Cr revenue from the NTPC order in Q4 FY27, with expansion to 5 GW by H1 FY28. SPML focuses on Water, Power, and BESS, with BESS offering faster execution. The balance sheet is strengthened, with debt-to-equity at 0.4x. Management's outlook is confident, citing a robust pipeline and insulation from input cost volatility via PV clauses.