Revenue Growth: 20-25% for FY26
Management targets 20-25% revenue growth at both standalone and consolidated levels, with confidence of achieving closer to 25% given strong Q1 performance of 35% YoY growth.
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Kalpataru Projects International · forward-looking guidance across the available source record.
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PBT Margin: 5-5.5% standalone
Targeting PBT margin in range of 5-5.5% at standalone level for FY26, more towards higher side, with further improvement expected in FY27 based on order book mix.
Order Inflow Target: Rs 26,000-28,000 Cr
Full year order inflow target set at Rs 26,000-28,000 crore for FY26, driven by strong tender pipeline in T&D and continued BNF momentum.
Capex: Rs 600-700 Cr for FY26
FY26 capex plan in range of Rs 600-700 crore as guided at beginning of year, with next year expected to move towards depreciation-equivalent capex (minimum Rs 500 crore).
FY26 Revenue Growth: ~25% YoY
Both standalone and consolidated revenue expected to grow approximately 25% for full year FY26, already ahead of guidance at 9M stage with 27% growth.
FY26 Consolidated PBT Margin Improvement: 100bps
Consolidated PBT margin expected to improve by 100 basis points for FY26, driven by execution of higher-margin order book and working capital efficiency gains.
FY26 Consolidated EPS: >Rs 50 per share
Management targets consolidated EPS exceeding Rs 50 per share for the current fiscal year, reflecting strong profitability improvement.
FY26 Order Inflows: Rs 26,000+ crore
YTD inflows of Rs 19,456 crore plus Rs 7,000+ crore in L1 positions well-position the company to achieve annual order inflow target of Rs 26,000+ crore.
FY27 order inflows to exceed ₹30,000 crore
Management expects order inflows to surpass ₹30,000 crore in FY27, driven by T&D, B&F, and oil & gas segments.
FY27 revenue growth of ~15%+
Consolidated revenue growth guided at around 15% plus for FY27, with core businesses (T&D, B&F, oil & gas) expected to grow 20%+.
Consolidated PBT margin expansion of 75-100 bps
Management guided for 75-100 bps improvement in consolidated PBT margins in FY27, driven by business mix and balance sheet improvements.
Capex of ~₹800+ crore in FY27
Capital expenditure expected to be around ₹800 crore or more, funded through internal cash flows, for plant modernization and capacity expansion.