Q1 2025 PNC Infratech Ltd Earnings Call Transcript
Key Points
- PNC Infratech Ltd (BOM:539150) reported a significant increase in EBITDA for Q1 FY25, reaching INR593 crores, a 142% rise compared to the same period last year.
- The company achieved a PAT of INR421 crores for Q1 FY25, marking a 169% year-over-year growth.
- PNC Infratech Ltd (BOM:539150) received INR515 crores from NHAI under the second scheme, including INR117 crores and INR398 crores from arbitration awards.
- The company's unexecuted order book stands at INR19,000 crores, which is 2.5 times the revenue of FY24.
- The company has secured new orders worth INR5,000 crores in the current financial year and expects to secure an additional INR8,000 to INR10,000 crores in new orders.
- The roads and highway sector witnessed muted progress in Q1 FY25 due to general elections, early onset of monsoon, and delays in land acquisition.
- Construction activities are expected to pick up only during the third quarter of FY25 due to continuous rains affecting the second quarter as well.
- The company revised its revenue guidance for FY25 to be flat or around minus 10% due to various unprecedented conditions affecting the first quarter.
- The EBITDA margin for FY25 is expected to be around 12.5%, excluding the arbitration and bonus amounts.
- The company's net working capital cycle increased to 121 days as of June 30, 2024, primarily due to an increase in debtors.
Ladies and gentlemen, good day, and welcome to the PNC Infratech Q1 FY25 earnings conference call hosted by Antique Stock Broking. (Operator Instructions)
Please note, this conference may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company, as on the date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Vishal Periwal from Antique Stock Broking. Thank you, and over to you, sir.
Yes. Thanks, Davin. Good afternoon, everyone. I'm pleased to welcome you all for the PNC Infratech first-quarter FY25 earnings call. We have with us today our management, Managing Director of PNC, Mr. Yogesh Kumar Jain, along with the senior management team. And I also would like to thank (inaudible), for giving us this opportunity
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