Companies With First ever concalls OR Investor Presentations

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SRM Contractors first ever concall (Market Cap- 1422cr). Key highlights from concall and presentation

  1. Geographically expansion - Earlier limited to J&K, Himachal Pradesh, Uttarakhand, etc. Have now expanded to Maharashtra, Orissa, Gujarat.
  2. Multi-fold growth in Order book - 2 year back SRM order book was 200 odd cr. Now it has grown to 1553cr.
  3. Acquisition - SRM has acquired 51% stake in Maccaferri Infrastructure Private Limited for 76cr in Q1 FY26.

Brief analysis of concall - SRM Contractors Limited - A niche Infra player - #22 by Snowman

Concall Transcript - https://www.bseindia.com/xml-data/corpfiling/AttachLive/5bd2c2af-5f7d-41fa-9256-b824002e5707.pdf

Concall Audio - https://intensive-olive-swo3kzul12.edgeone.app/10037655.mp3

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