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Denta Water 9M FY26 Revenue Rises 31% to ₹195 Cr; Order Book Robust at ₹841 Cr
Denta Water and Infra Solutions reported a 30.8% YoY increase in 9M FY26 revenue to ₹1,950.67 million, supported by a 34% rise in EBITDA. However, Q3 FY26 saw moderate growth of only 4% due to monsoon-related execution delays and government billing cycles in Karnataka. The company maintains a healthy order book of ₹8,414.82 million and is virtually debt-free. Management has revised its FY26 outlook downward from ₹300 crore to approximately ₹260 crore but expects 30% growth in FY27.
முக்கிய அம்சங்கள்
9M FY26 revenue reached ₹1,950.67 million, up 30.8% YoY, while EBITDA grew 34.02% to ₹708.47 million.Order book remains strong at ₹8,414.82 million as of December 31, 2025, providing high revenue visibility.Q3 FY26 revenue growth was muted at 4% YoY (₹53.5 crore) due to project timing and climatic factors in Karnataka.Management guided for 20% YoY growth in Q4 FY26 and a 30% revenue increase for the full year FY27.The company is nearly debt-free and expects the working capital cycle to normalize to 95-120 days by year-end.
👀 கவனிக்க வேண்டியவை
Investors should note the management's downward revision of FY26 targets and monitor if execution speed improves in Q4 to meet the new guidance. While the order book is solid, the reliance on government billing cycles and regional weather patterns remains a key risk factor.
Denta Water Q3 Revenue Rises 4.2% to ₹535 Mn; Order Book Strong at ₹8,382 Mn
Denta Water and Infra Solutions reported a steady Q3 FY26 with revenue growing 4.22% YoY to ₹535.20 million, while 9M FY26 revenue surged 30.8% to ₹1,950.67 million. The company maintains a robust profitability profile with 9M EBITDA margins at 36.35% and PAT margins at 26.55%. A significant highlight is the outstanding order book of ₹8,382.33 million as of January 31, 2026, which provides strong revenue visibility for the next three years. Management attributed the performance to accelerated project execution and improved billing realization in the water management segment.
முக்கிய அம்சங்கள்
9M FY26 Revenue grew 30.8% YoY to ₹1,950.67 million compared to ₹1,491.33 million in 9M FY25Outstanding order book stands at ₹8,382.33 million as of Jan 31, 2026, representing over 4x FY25 annual revenueMaintained high operating efficiency with 9M EBITDA margins at 36.35% and PAT margins at 26.55%The company has 26 ongoing projects and has successfully completed 40 projects in water infrastructure to dateQ3 FY26 PAT stood at ₹143.12 million with a healthy PAT margin of 26.74%
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's execution pace given the massive order book which offers multi-year growth visibility. The high margin profile in a specialized infrastructure niche makes this a strong candidate for long-term tracking.
Denta Water Reports 31% Revenue Growth in 9MFY26; Order Book Reaches ₹8,415 Mn
Denta Water delivered a strong performance for the nine months ended December 2025, with revenue growing 30.8% YoY to ₹1,950.67 million. While the 9-month PAT increased by 32.1% to ₹517.40 million, the standalone Q3 performance was relatively flat with revenue up only 4.2% and PAT declining by 4.65%. The company maintains a robust order book of ₹8,414.82 million, providing strong revenue visibility for the future. EBITDA margins remain healthy at 36.32% for the 9-month period, reflecting efficient execution in the water infrastructure sector.
முக்கிய அம்சங்கள்
9MFY26 revenue grew 30.80% YoY to ₹1,950.67 million driven by irrigation and urban water projectsEBITDA for 9MFY26 rose 34.03% to ₹708.47 million with a healthy margin of 36.32%Order book stands at a robust ₹8,414.82 million as of December 31, 2025, providing long-term visibility9MFY26 PAT increased by 32.10% YoY to ₹517.40 million despite a slight 4.65% dip in Q3 standalone PATEPS for 9MFY26 stood at ₹19.35, reflecting sustained profitability across the nine-month period
👀 கவனிக்க வேண்டியவை
Investors should focus on the strong 9-month growth trajectory and the massive order book which is over 4x the 9-month revenue. Monitor the execution pace in upcoming quarters to ensure the slight Q3 slowdown does not become a trend.
Denta Water Reports INR 841.48 Cr Order Book and INR 377.31 Cr New Orders for 9M FY26
Denta Water and Infra Solutions Limited reported a robust outstanding order book of INR 841.48 Crores as of December 31, 2025. The company secured new orders totaling INR 377.31 Crores during the first nine months of FY26, with INR 161.12 Crores added in the third quarter alone. Recent wins include a subcontract worth INR 30.07 Crores and L1 status in two additional projects. Management remains confident in its execution capabilities despite typical industry-wide seasonal variations in the third quarter.
முக்கிய அம்சங்கள்
Outstanding order book stands at INR 841.48 Crores as of December 31, 2025Total new orders and L1 positions secured in 9M FY26 reached INR 377.31 CroresQ3 FY26 (Oct-Dec) contributed INR 161.12 Crores to the new order inflowRecently awarded a subcontract work worth approximately INR 30.07 CroresSecured L1 position in two additional projects, pending formal Letters of Award
👀 கவனிக்க வேண்டியவை
Investors should track the conversion of L1 positions into formal contracts and the company's ability to maintain execution momentum. The current order book provides strong revenue visibility for the coming quarters.
Denta Water 9M PAT Rises 32% to ₹51.8 Cr; Order Book Strong at ₹841.5 Cr
Denta Water and Infra Solutions reported a strong performance for the nine months ended December 2025, with consolidated revenue growing 30.8% YoY to ₹195.07 crore. Net profit for the same period increased by 32.2% to ₹51.79 crore, although Q3 saw a sequential dip compared to Q2. The company maintains a robust order book of ₹841.48 crore, representing significant revenue visibility. Furthermore, the board has approved new credit facilities worth ₹116 crore to support ongoing and future infrastructure projects.
முக்கிய அம்சங்கள்
9M FY26 consolidated revenue increased 30.8% YoY to ₹1,950.67 million.9M FY26 Profit After Tax (PAT) rose 32.2% YoY to ₹517.90 million.Outstanding order book reached ₹841.48 Crores as of December 31, 2025.New orders worth ₹161.12 Crores were secured during the October-December 2025 quarter.Board approved ₹116 Crores in new credit facilities from SBI, HDFC, and Kotak Mahindra Bank.
👀 கவனிக்க வேண்டியவை
Investors should take confidence in the strong 9M growth and the massive order book which provides multi-year revenue visibility. The sequential Q3 dip appears to be a quarterly fluctuation, but the expansion of credit lines suggests the company is gearing up for larger project executions.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Denta Water Q2 Net Profit Jumps 71% YoY to ₹189M; Bags New Projects Worth ₹1.7B
Denta Water and Infra Solutions reported a strong Q2 FY26 with revenue from operations growing 54% YoY to ₹742.69 million. Net profit for the quarter surged 71% to ₹189.28 million compared to ₹110.51 million in the previous year's corresponding quarter. The company also announced significant business momentum, securing new projects and emerging as the lowest bidder (L1) for works totaling approximately ₹1,697.55 million. While the financial performance is robust, the statutory auditor highlighted that trade receivables and payables are currently subject to reconciliation.
முக்கிய அம்சங்கள்
Q2 FY26 consolidated revenue from operations increased 53.8% YoY to ₹742.69 million.Net profit for the quarter rose 71.3% YoY to ₹189.28 million from ₹110.51 million.H1 FY26 revenue reached ₹1,415.47 million with a total comprehensive income of ₹375.01 million.Announced new water management projects and L1 status for works totaling ₹1,697.55 million.Basic and Diluted EPS for H1 FY26 stood at ₹14.04 compared to ₹12.60 in H1 FY25.
👀 கவனிக்க வேண்டியவை
The company shows strong growth and a healthy order book pipeline which supports future revenue visibility. Investors should maintain a positive outlook but monitor the auditor's note regarding the reconciliation of trade balances.
Denta Water Clarifies Media Report; Highlights Sales Growth from ₹1 Cr to ₹200 Cr
Denta Water and Infra Solutions issued a clarification regarding a clerical error in a previous disclosure, redirecting stakeholders to a Financial Express article. The article details the company's significant turnaround, specifically highlighting a massive sales increase from ₹1 crore to ₹200 crore. It also notes the involvement of marquee investor Sunil Singhania through Abakkus Funds. The company views this media recognition as validation of its strategic growth and improved business fundamentals.
முக்கிய அம்சங்கள்
Clarified a clerical error regarding a previous disclosure dated December 16, 2025Reported a significant financial turnaround with sales growing from ₹1 crore to ₹200 croreConfirmed investment interest and backing from Sunil Singhania’s Abakkus FundsFeatured in Financial Express for strong performance, prudent management, and solid fundamentals
👀 கவனிக்க வேண்டியவை
Investors should verify the sustainability of the reported ₹200 crore sales level and monitor the impact of Abakkus Funds' backing on future growth. The stock is positioned as a turnaround play, so consistency in quarterly earnings is key.
Sunil Singhania’s Abakkus Funds Acquires 1.3% Stake in Denta Water; H1FY26 Profit at Rs 37 Cr
Sunil Singhania’s Abakkus Funds has acquired a 1.3% stake in Denta Water, signaling confidence in its significant financial turnaround. The company’s revenue surged from Rs 1 crore in FY20 to Rs 203 crore in FY25, with H1FY26 sales already reaching Rs 141 crore. With a robust order book of Rs 720 crore and a high ROCE of 25%, the company is targeting revenue of Rs 500-525 crore by FY28. The stock currently trades at a 15x PE, which is attractive compared to the industry median of 18x.
முக்கிய அம்சங்கள்
Abakkus Diversified Alpha Fund–2 holds a 1.3% stake, one of only two new additions to Singhania's portfolio in the past year.Net profit rose from zero in FY20 to Rs 53 crore in FY25, with H1FY26 profit already at Rs 37 crore.Current order book stands at Rs 720 crore with management targeting additional orders of Rs 800-1,000 crore by FY26 end.Revenue guidance set at Rs 300+ crore for FY26, scaling to Rs 500-525 crore by FY28.Strong operational efficiency demonstrated by a 25% ROCE and EBITDA growth of over 450% since FY20.
👀 கவனிக்க வேண்டியவை
The endorsement by a marquee investor and strong earnings momentum suggest a positive outlook for this small-cap water infrastructure player. Investors should monitor the company's ability to execute its Rs 720 crore order book and meet its aggressive FY26-FY28 revenue targets.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
