PSP Projects Ltd (BOM:540544) Q4 2025 Earnings Call Highlights: Record Order Book Amidst ...

In This Article:

  • Revenue from Operations: INR2,468 crore for FY25, similar to FY24 levels.

  • Order Book: Highest-ever outstanding order book of INR7,266 crore, a year-on-year growth of 20%.

  • New Orders: Highest-ever order inflow of INR3,506 crore, excluding GST.

  • EBITDA Margin: Adjusted EBITDA margin for FY25 at 9.7%.

  • Quarterly Revenue: INR655 crore for Q4 FY25, a 1% increase year-over-year.

  • Quarterly EBITDA: INR30 crore for Q4 FY25, a decrease of 45% year-over-year.

  • Quarterly Net Profit: INR4.8 crore for Q4 FY25, a reduction of 68% year-over-year.

  • CapEx: INR16 crore for Q4 FY25; total CapEx for FY25 at INR61 crore.

  • Gross Block: INR599 crore as of March 31, 2025.

  • Long-term Borrowings: INR52 crore, including short-term maturity of INR34 crore.

  • Short-term Borrowings: INR219 crore, excluding short-term maturity of INR34 crore.

  • Inventories: INR322 crore, comprising INR144 crore of construction materials, INR156 crore of work in progress, and INR31 crore of finished goods.

  • Credit Facilities Utilization: Out of total sanctioned credit facilities of INR1,497 crore, INR1,001 crore utilized.

  • Fixed Deposits: Total fixed deposits of INR2.5 crore, with INR60 crore as lien-free deposits.

Release Date: May 23, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • PSP Projects Ltd (BOM:540544) closed FY25 with the highest-ever outstanding order book of INR7,266 crore, marking a year-on-year growth of 20%.

  • The company completed 235 projects since inception, with a significant portion being private projects.

  • PSP Projects Ltd has a strong focus on execution and aims to deliver high-quality outcomes and ensure timely completion across all projects in FY26.

  • The company expects a healthy order inflow in FY26, with a target range of INR4,000 crore to INR5,000 crore.

  • PSP Projects Ltd has a strategic partnership with Adani Group, which is expected to contribute significantly to future order inflows, with 80% to 90% of new orders anticipated to come from Adani Group.

Negative Points

  • The company experienced muted revenue growth in FY25, with revenue from operations remaining almost similar to FY24 at INR2,468 crore.

  • EBITDA for the quarter decreased by 45% on a YoY basis, with margins dropping to 4.65% from 7.98%.

  • PSP Projects Ltd faced delays in project execution due to issues such as land acquisition and client clearances, impacting revenue.

  • The company incurred additional expenses of INR62 crore related to new projects, affecting profitability.

  • Working capital days increased significantly to 65 days in FY25, driven by higher receivables and inventory levels.