SRM Contractors Ltd
π Investor Presentation Highlights
β‘οΈ Quick Scoop
β’ SRM Contractors shared investor presentation detailing business & finances.
β’ Focus on infrastructure in tough terrains: roads, tunnels, bridges.
β’ Rs 1476 Cr order book as of Aug 2025.
β’ Q1 FY26 revenue Rs 144 Cr, EBITDA Rs 22 Cr, PAT Rs 12.8 Cr (9% margin).
π§ π‘DeepDive
π Company Overview:
- SRM Contractors operates in infrastructure including roads, bridges, tunnels, and slope stabilization in difficult terrains such as the Himalayas.
- It has 17+ years experience, with in-house design and execution capabilities, working with agencies like NHAI and BRO.
π οΈ Business Segments:
- Roads & bridges represent 60% of order book.
- Tunnel projects constitute 11% of order book.
- Slope stabilization projects account for 29% of order book.
- Also executes civil construction like government housing and irrigation.
π° Financial Performance (Q1 FY26):
- Revenue: Rs 144 crore
- EBITDA: Rs 22 crore
- PAT: Rs 12.8 crore (9% margin)
- Order book: Rs 1476 crore (Aug 2025)
π Growth Metrics:
- Revenue CAGR (FY21-25): 34.8%
- EBITDA CAGR (FY21-25): 51%
- PAT CAGR (FY21-25): 60.7%
π Investor Relevance:
- Provides insights into company strategy, financial health, and order book.
- Focus on niche high-entry barrier infrastructure segments in challenging geography.
βΉοΈ Neutral Perception:
- Highlights growth and solid order book but notes risks and uncertainties.
- No concrete commitments, forward-looking info carries inherent risks.
Overall, the presentation offers investors clarity on operations, financials, and strategic outlook in infrastructure across tough terrains.