RVNL Q4 2025 Conference Call #conferencecall #concall #earningscall #rvnl #rvnlstock #rvnlshare

Here are the highlights from the Real Vikas Nigum Limited Q4 FY25 earnings conference call:

1. Management Introduction: The call was hosted by Anti-Stop Broking Limited, with key management members including Mr. Pravid Gorgji (Chairman and Managing Director), Mr. Sanjiv Kumar (Director of Finance and CFO), Mrs. Anupama (Director Personnel), and Mr. NP Singh (Director of Operations).
2. Performance Overview: The company reported a turnover of approximately ₹19,500 crores for FY25, falling short of the guidance of ₹21,000 crores due to funding issues from the Ministry of Railways.
3. Transition in Business Model: RVNL is transitioning from primarily assigned railway works to competitive bidding across various infrastructure sectors, including metros, highways, ports, manufacturing, and telecom.
4. Future Outlook: The management expressed confidence in increasing turnover from bidding projects significantly in the upcoming financial year, with a strong order book exceeding previous assigned projects.
5. Order Book Composition: The current order book stands at around ₹1 lakh crores, with ₹45,000 crores from Indian Railways and the remainder from various bidding projects across sectors like civil engineering, electrical engineering, and telecom.
6. International Projects: The company is focusing on expanding its international order book, with bids submitted for projects worth ₹5,000-6,000 crores, including significant opportunities in Albania and Peru.
7. Challenges in EPC Sector: The management acknowledged intense competition in the EPC sector, with some contracts being bid at unsustainable margins. They are exploring diversification beyond EPC to maintain profitability.
8. Employee Strength and Structure: The company is right-sizing its workforce, transitioning from a railway-centric employee base to a more diverse skill set to support its expanded operations.
9. Joint Ventures and Manufacturing: RVNL is involved in several joint ventures, including manufacturing for the Bandai Bharat trains, with production expected to start in June 2026.
10. Future Revenue Expectations: The management anticipates that revenue from new projects, including the Bandai Bharat trains, will begin to materialize in FY27, with a focus on maintaining and improving margins.
11. Geopolitical Considerations: The management noted that geopolitical factors are influencing international project opportunities, particularly in the Middle East.
12. Closing Remarks: The call concluded with an invitation for further questions, indicating ongoing engagement with stakeholders regarding the company’s performance and future strategies.

Overall, the management conveyed a positive outlook for RVNL’s future, emphasizing diversification, competitive bidding, and international expansion as key strategies moving forward.

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