Top Tweets for #FabtechTechnologiesCleanroom

11 months ago

#SME #FABCLEAN #FabtechTechnologiesCleanroom #Fabtech Fabtech Technologies Cleanroom H1 FY26 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️Consolidated revenue expected to show ~30-40% YoY growth 💠Assumes execution of substantial portion of the current order book within FY26, with H2 revenue ramp-up from delayed billings 💠Supported by pharma revival post-tariff war, non-pharma expansion (data centers, solar, semiconductors), and cross-selling via subsidiaries ▫️EBITDA margins: 7–8% for full FY26 💠PAT margins impacted by Altair Partition contract and pricing pressure 💠Normalization expected in H2 FY26 and FY27 💠EBITDA margins to improve to 9–10%+ as volumes scale and pricing power strengthens in non-pharma (e.g., competing with Japanese/Chinese imports via Indian substitutes like T-grids 💠Value engineering and R&D to reduce costs; no margin compression beyond reference-building (e.g., low bids at start for solar/data center entries) 👉Order book / projects and pipeline: ▫️Current order book : ~165cr+ 💠Pharma: 71cr (43%): Turnkey for Anthem, Geltec and some other references 💠Data Centers: 73cr (44%): HVAC for NSE-Mumbai, Nxtra, CTRL S; multi-site repeats from Ctrl S. 💠Renewable Energy (Solar): 13cr (8%): Sangam Solar (Waaree subsidiary; "gold standard" entry) 💠Semiconductors: 5cr (3%): Process cooling in Sanand, Gujarat; HVAC 💠Others (EV Batteries, FMCG, etc.): 5cr (3%) ▫️Subsidiaries: Kelvin (₹40cr order book; IIT Science Block, pharma turnkeys); Other Subsidiary (₹20cr solar T-grid order for import substitute) ▫️Pipeline: 💠 Total active leads: ₹800cr (₹225cr in final technical/commercial stages; expected 50–60% conversion in next 6 months) 💠Entry into FY27: ₹250–300cr order book (post-FY26 executions 💠Execution Notes: 1:3 down-stream : up-stream ratio (₹1cr panels → ₹3cr HVAC); H2 focus on two ₹68cr+ solar projects 👉 Others : ▫️Financials: 💠Working Capital: ₹22cr limit (unused); sanctioned +₹15cr (total ₹32–35cr); 3–4 month cycle; trade receivables up to ₹65cr consolidated (target: 3 months of turnover by FY26 end) 💠Payment Terms: 20–30% advance (vs. BG); 60% on milestones (30-day realization); 10% retention 💠Segments: H1 revenue 67% pharma, 33% non-pharma; single business (cleanrooms/HVAC/MEP) ▫️Strategy: 💠Capacity: New roll-forming machines and automatic panel assembly line (Q1 FY27); Hyderabad unit by Mar 2026; total manufacturing ~160,000 sq. ft. 💠Investments: Kelvin (51% subsidiary; target 80cr FY26 revenue; potential stake hike to 76% at ₹70cr revenue milestone) 💠AAR-T (28% associate; global design edge for semicon/solar) 💠Advantek/Altair (26%/80%; slower ramp-up; Eurovent certification pending; Plan B for value unlock) 💠Market/product expansion (pharma to non-pharma); consolidation in fragmented industry; cross-selling synergies ▫️Challenges: 💠Lost ₹208cr bids (Q1–mid Q2) due to moonlighting (2 terminations, tightened controls via EY audits) 💠External: Rains, labor shortages (resolved confidentially); tariff war delays in pharma. 💠Turnaround: ₹110cr wins in last 45 days of Q2

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