1. Opening Hook
If cement could talk, ITD Cementation would be screaming, “Show me the money!” This quarter, the company didn’t just pour concrete — it poured profits. From digging monster piles in Bangladesh to winning Abu Dhabi marine contracts, ITD is suddenly looking like Adani Infra’s caffeinated cousin. But hey, margins are stuck in cement — literally. Will this party sustain, or will monsoons and labor tantrums pour water on the momentum? Read on, the real masala starts later.
2. At a Glance
- Revenue up 7% – Not jaw-dropping, but hey, execution stayed on schedule (rare for infra).
- EBITDA up 7% – ₹254 crore, still cemented at 10% margins.
- PAT up 37% – Profit finally flexed its muscles.
- Order inflow ₹4,300 crore (till July) – Management clearly on a shopping spree.
- Order pipeline ₹90,000 crore – Big boys’ club unlocked.
- Stock +8% – Investors heard “Adani + Infra” and skipped Excel checks.
3. Management’s Key Commentary
Quote: “PAT of ₹137 crores, 37% up YoY, probably our highest in history.”
(Translation: Even our CFO had to re-check the calculator twice.)
Quote: “We secured orders worth ₹2,900 crore in Q1 and ₹1,300 crore in July.”
(Translation: Bidding team is on Red Bull.)
Quote: “Opportunities of ₹87,000–₹90,000 crore in pipeline, but only 15–16 projects.”
(Translation: Goodbye chillar jobs, hello mega-contracts.) 😏
Quote: “Our credit rating upgraded from A to A+.”
(Translation: Banks finally stopped side-eyeing us.)
Quote: “Bangladesh piles are 300 tonnes vs India’s 50 tonnes.”
(Translation: Gym bros would call it ‘PR max’.)
Quote: “Margins steady at 10% EBITDA; but PAT is the number we swear by.”
(Translation: Don’t bug us about EBITDA, just clap for PAT.)
Quote: “Adani parentage gives access to airports, data centers, and more infra.”
(Translation: The gravy train has new tracks, and we’re onboard.)
4. Numbers
