SPML Infra Limited reported a strong financial performance for the quarter and year ended March 31, 2026, driven by robust execution in its water and power segments. Q4FY26 revenue rose 53% year-on-year to INR293.9 crores, while profit after tax (PAT) increased 140% to INR28 crores. For the full year FY26, revenue grew 13% to INR868 crores, and PAT rose 55% to INR76 crores. The company’s consolidated order book stood at INR5,369 crores, comprising INR4,000 crores of new projects and INR1,369 crores of legacy orders.

Financial Performance

The company delivered resilient results in FY26, with EBITDA increasing 37% to INR86 crores and a margin of 9.7%. In Q4FY26, EBITDA was reported at INR25 crores with a margin of 8.4%. The quarter’s margins were impacted by one-time costs related to legal and consultancy matters, regulatory provisions, and bank limit mobilization.

Operational Update

SPML Infra secured over INR4,280 crores in new project orders since FY25, including a significant INR1,128 crores order for Battery Energy Storage Systems (BESS) from NTPC. The company is expanding its manufacturing capabilities, with operations expected to commence at a 2.5 gigawatt BESS assembly line in Pune by the end of June 2026. Capacity is planned to expand to 5 gigawatts by the end of the year.

Strategic Outlook

Management expressed optimism for FY27, targeting growth of more than 25% in both top line and bottom line. The company’s debt-to-equity ratio improved to 0.4x, and net debt-to-EBITDA improved to 4.41. Lenders have enhanced the company’s credit limit to INR505 crores. The company remains effectively debt-free from a cash flow standpoint, with sufficient visibility from arbitration awards to repay NARCL dues.

SPML Infra Limited will conduct a virtual investor and analyst meet on June 12, 2026, under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The meeting is organized in collaboration with Choice Equities for the INSIGHTX VIRTUAL FORUM 2026. The company stated that the schedule is indicative and subject to changes due to unforeseen developments or exigencies on the part of the company or the organizer.

The management will engage with investors and analysts during the session, which is scheduled to take place between 10 am and 11 am. The company clarified that discussions during the interaction will refer to publicly available documents. No unpublished price sensitive information (UPSI) is intended to be discussed during the meeting.

Meeting Details

The following table outlines the key details of the scheduled interaction:

The disclosure was submitted to the stock exchanges by Swati Agarwal, Company Secretary of SPML Infra Limited, on June 4, 2026.