Questions across 8 calls

Aditya Sahu

HDFC Securities

IRB Infrastructure Developers Limited

IRB Infrastructure Developers Limited CC-Feb26.pdf · 2026-02-16

Thank you so much for the opportunity. I just had one or tw o questions. This was on the bid pipeline. So, as you men tioned that you are looking at three more TOTs to come up for the bidding in this financial year till March. So, what would be the value of those TOTs that are coming up and any more TOTs in the future, if I were to understand from a value standpoint?

Understood sir and on the BOT, because I understand that I think last time we were sort of expecting roughly ₹ 30,000 crores in BOT. That ₹ 300 billion was what we were expecting. But I think that is not happening because of the subdued bidding over here. Is there any expectation on the BOT or the overall bid pipeline, if I were to put it that way, would stand close to ₹ 10,000 crores to ₹ 12,000 crores only?

IRB Infrastructure Developers Limited CC-Nov25.pdf · 2025-11-14

Yes, sure. So, as you mentioned about the pipeline, so ₹30,000 crores would be the BOT bid pipeline that we have and ₹25,000 crores would be the TOT bid pipeline. So, overall ₹55,000 crores would be the overall bid pipeline that we have right now?

Understood, sir. and since you have mentioned that you are targeting a revenue of about ₹4,500 crores from EPC and O&M. Any sense if you can provide on what sort of margin levels are you looking at?

NCC Limited

NCC Limited CC-Feb26.pdf · 2026-02-06

I wanted to understand on the standalone level, the INR72,000 crores -- INR73,000 crores order book that we have, if you could provide a bifurcation of the order book, that would be helpful?

That would be for the consolidated one? Or is it for the standalone one, because...

Thermax Limited

Thermax Limited CC-Feb25.pdf · 2026-02-05

A while ago, you had mentioned that the data centres in the U.S. are different. So, is it possible if you can throw some light and elaborate a little on how the data centr es are different in U.S. versus Europe versus Asia?

Sure.

Thermax Limited CC-Jun25.pdf · 2025-08-01

I just wanted to understand like if you could throw some light on the revenue that you're looking at, revenue EBITDA and the order inflows for FY '26?

Yes. Revenue, EBITDA, order inflow?

Cemindia Projects Limited

Cemindia Projects Limited CC-Dec25.pdf · 2026-02-05

I hope I am audible.

I do have a few questions. I think this may be a bit repetitive. I got disconnected in between. So, what would be the revenue guidance for FY '26, the revenue, EBITDA margin, and the order inflow guidance?

Cemindia Projects Limited CC-Feb25.pdf · 2026-02-05

I hope I am audible.

I do have a few questions. I think this may be a bit repetitive. I got disconnected in between. So, what would be the revenue guidance for FY '26, the revenue, EBITDA margin, and the order inflow guidance?

Cemindia Projects Limited CC-Sep24.pdf · 2024-11-08

Sure. Sure. I just had a small question. I'm aware, I understand you've provided the EBITDA margin guidance of about 10%. Could you please help us on the revenue guidance part, too? What sort of revenue are you looking at for '26 and '25, '26 in the near term?

So over the next 2, 3 years, we can expect 20% of the revenue growth happening?