• New project wins: Enviro Infra secured two sewage treatment plant orders in Varanasi under Namami Gange worth approximately ₹257 crore, expanding its execution order book to ₹2,900 crore.
• EBITDA margin guidance: The company expects margins of 21% to 22% for the current financial year to account for war-induced cost inflation, against a normalized target range of 22% to 24%.
• Tender pipeline outlook: Combined bidding opportunities worth ₹15,000 to ₹20,000 crore are lined up in Uttar Pradesh under the AMRUT and Namami Gange schemes, where the company targets a 15% to 20% win rate.
• Government project funding: Namami Gange Phase 3 has an outlay of around ₹15,000 crore with smooth central fund disbursements, while liquidity and payment flows for AMRUT and Jal Jeevan Mission projects have largely normalized.