NCC Limited (500294) Earnings Call Transcripts

NCC Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, NCC Limited reported a consolidated revenue of INR 6,251 crores, a slight increase of 1% year-over-year, while full-year revenue declined by 6% to INR 20,944 crores. The company's order book reached a record high of INR 83,004 crores, reflecting a 16% increase from the previous year, providing strong revenue visibility. However, management did not provide guidance for FY '27, citing uncertainties in the market environment, which could impact future performance.

Reported metrics

Guidance from management

Management has decided not to provide guidance for FY '27 due to market uncertainties, with plans to revisit this after the first quarter.

What management said

I mean there are too many variables in the equation as we speak. The whole environment is very uncertain. So we have decided not to give any guidance for FY '27. However, we will revisit this decision, maybe when we will have -- we have some clarity after conclusion of the first quarter. There is any guidance. We would be happy to come and share that with you.

No guidance for all the parameters. But as I shared with you, there are too many variables. It is very difficult really to look forward. You are already aware about the uncertain world that we are currently living in, but we will revisit this decision maybe, say, after first quarter or so. Should there be any clarity, should there be any change in the environment, we would be very pleased to revisit and come back to ...

What analysts pressed on

Analysts expressed concerns regarding the lack of guidance for FY '27, questioning management about execution capabilities and potential margin pressures. There were also inquiries about the payment cycles and the impact of rising input costs.

Main topics on the call

• Record Order Book — NCC's consolidated order book reached INR 83,004 crores, marking a 16% increase year-over-year and the highest in the company's history. Management noted, "This order book gives us multiyear revenue visibility and a book...
• Revenue Decline — For Q4 FY '26, standalone revenue decreased by 1% to INR 5,382 crores, and full-year revenue fell by 9% to INR 17,669 crores. Management acknowledged the decline, stating, "The turnover stands at INR 20,944 crores as aga...
• Profitability Pressure — Consolidated EBITDA margin for Q4 FY '26 was reported at 8.83%, down from 9.07% in the prior year. Management indicated, "We achieved PBT of 4.70% before exceptional items and PAT of 3.3% in the current quarter," highlig...
• No Guidance for FY '27 — Management refrained from providing guidance for FY '27, citing uncertainty in the market environment. CFO Sanjay Pusarla stated, "There are too many variables in the equation as we speak... we will revisit this decision...

Read the full NCC Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 NCC Limited earnings call transcripts on record, spanning February 7, 2020 to August 7, 2026. Based on this history, NCC Limited reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500294

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Construction and Engineering

Calls on record

23

First call

February 7, 2020

Most recent

August 7, 2026

Reporting cadence

quarterly