• Order book visibility: The company secured two EPC orders worth ₹973 crore under the Swachh Maharashtra Mission, bringing its total order book to over ₹2,500 crore in water and wastewater and over ₹1,000 crore in renewables, which supports a projected FY27 revenue of around ₹2,000 crore.
• BESS segment expansion: Through its renewables subsidiary, Enviro Infra secured an NTPC order of over 900 MWh valued at ₹1,070 crore, prioritizing EPC execution across a 12- to 15-month timeline before pursuing additional battery storage tenders.
• Profit growth targets: Management expects to sustain its trend of doubling revenue and profit every two years, projecting profit after tax to increase from approximately ₹100 crore in FY24 to ₹200 crore in FY26.
• Supply chain risks: Ongoing tensions in the Middle East have caused supply constraints and input challenges for HDPE plastics and galvanization gas, posing potential margin risks if the conflict persists.