Enviro Infra Engineers Limited (EIEL) has reaffirmed its positive outlook for the coming years, maintaining its EBITDA margin forecast and setting an ambitious order book target. The company's management shared these updates during a recent conference call, highlighting their confidence in the firm's future performance.

Key Highlights

• EBITDA Margin Forecast: 22-24%
• Order Book Target for FY26: ₹2,500 crore

Financial Performance

The company recently released its unaudited financial results for the quarter and half-year ended September 30, 2025. Here's a snapshot of their performance:

Management's Outlook

The management's decision to maintain the EBITDA margin forecast at 22-24% suggests confidence in the company's operational efficiency and cost management strategies. This outlook is particularly noteworthy given the challenging economic environment many businesses are facing.

The order book target of ₹2,500 crore for FY26 is a strong indicator of the company's growth ambitions. This target, if achieved, would represent a significant expansion of the company's project pipeline and potential future revenue streams.

Recent Corporate Actions

1. The company conducted an earnings conference call on November 5th, 2025, to discuss the financial results for Q2 and H1 FY26.
2. EIEL published its unaudited financial results in major newspapers, demonstrating transparency and compliance with regulatory requirements.

Investor Implications

For investors, the maintained EBITDA margin forecast and ambitious order book target present a positive outlook for Enviro Infra Engineers. The company's ability to sustain profitability while targeting growth could be attractive to both value and growth-oriented investors.

However, it's important to note that these are forward-looking statements and actual results may vary based on market conditions, execution capabilities, and other factors affecting the infrastructure sector.

Investors should continue to monitor the company's quarterly performances and any updates on order inflows to gauge the progress towards the FY26 target.

As always, it is advisable to conduct thorough research and consider one's risk appetite before making investment decisions.

Enviro Infra Engineers Limited (EIEL) has announced its unaudited consolidated financial results for the quarter and half year ended September 30, 2025, demonstrating significant growth in both revenue and profitability, while also addressing a recent cyber fraud incident.

Financial Highlights

For the half year ended September 30, 2025, EIEL reported revenue from operations of ₹4,683.00 million, marking a 12% year-over-year growth. The company's EBITDA grew by 20.8% to ₹1,292.00 million, with margins expanding by 202 basis points to 27.6%.

In the quarter ended September 30, 2025, the company achieved the following results:

The company's EBITDA margin improved to 28.6% from 26.11% year-over-year, indicating enhanced operational efficiency.

Operational Performance

EIEL maintains a healthy order book of ₹18,005.00 million in execution and ₹9,328.00 million in O&M portfolio. The company's net worth stands at ₹11,384.00 million with a total debt of ₹2,946.00 million, resulting in a debt-to-equity ratio of 0.26.

The strong financial results reflect EIEL's continued focus on operational efficiency and project execution. The company's primary business segments, including water and wastewater treatment projects, have shown resilience and growth.

Cyber Fraud Incident and Recovery

During the period, EIEL identified a cyber fraud incident involving fraudulent transfer of funds amounting to ₹111.50 million. The company has taken swift action to address this issue:

• Recovery efforts through legal proceedings resulted in ₹26.41 million being credited back to the company's account.
• An amount of ₹35.60 million was charged under exceptional items for the quarter related to this fraud.
• The Chairman and Managing Director have voluntarily relinquished their remuneration until the financial losses from the fraud are fully recovered, demonstrating their commitment to the company's financial health.

Business Diversification

EIEL has diversified into the renewable energy sector and now operates two reportable segments:

1. EPC and O&M Business
2. Renewable Business

This diversification strategy aims to broaden the company's revenue streams and capitalize on growing opportunities in the renewable energy sector.

Management Commentary

Sanjay Jain, Chairman of Enviro Infra Engineers Limited, highlighted the company's operational efficiency and execution capabilities in delivering water and wastewater infrastructure projects under government initiatives. He stated, "Our results demonstrate the strength of our business model and our ability to deliver value to our stakeholders. The significant increase in net profit underscores our commitment to operational excellence and cost management."

About Enviro Infra Engineers Limited

Enviro Infra Engineers Limited is a leading player in the water and wastewater treatment industry, specializing in the design, construction, and operation of water treatment plants, sewage treatment plants, and effluent treatment plants. The company has established a strong presence in both municipal and industrial sectors across India.

Investors and stakeholders are advised to refer to the detailed financial statements and disclosures filed with the stock exchanges for a comprehensive understanding of the company's performance and position.