* Roha plant commissioning targeted for Q2 FY26. * Expected Roha plant full capacity ramp-up in 3-4 years, largely export-focused. * Chemical segment anticipated to return to usual business terms in Q2 FY26 following SAP transition impact. * Engineering division's legacy projects and UP Jal Nigam order execution delays expected to continue
* Company: Adani Ports and Special Economic Zone Limited (APSEZL) * Document Purpose: Official intimation regarding the availability of Earnings Call Transcript. * Financial Period Covered: Quarter ended June 30, 2025 (Q1-FY26). * Call Date: Held on Tuesday, August 5, 2025. * Transcript Access: Full transcript available via a provided web link. * Sales Outlook: Specific
* Earnings Call Date: August 5, 2025 * Quarter Covered: Q1 FY26 (ended June 30, 2025) * Document Type: Official notification letter regarding transcript availability * Transcript Location: Accessible via external web link provided in the document * Guidance Analysis: Not possible from this document, as it only links to the transcript and does not
* Targeting INR 1,000 crores in revenue by Fiscal Year 2028. * Fiscal Year 2026 EBITDA margin guidance set at "35% plus," with Q1 FY26 achieving 46.0%. * IoT business expects renewed growth and increased profitability in subsequent quarters. * International revenues from MapmyIndia to grow over time, becoming sizable
Key Facts on Outlook: * Targeted annual revenue growth: 20-25%. * Long-term export revenue mix objective: 40% (from near zero 3 years ago), with 12-15% targeted this year and 30-40% in 5-6 years. * EBITDA margin expected to be maintained (current 19.5% in Q1 FY26). * Significant capital expenditure: INR 190-230 crores for