AI-generated · cited to primary sources · not investment advice
Va Tech Wabag (533269) Nov 2025 Filing Analysis
Does management do what it says?
In Q1 FY26, PAT grew at over 20% year-over-year, outstripping the 17% revenue growth. (3 exceeded, 2 met across 5 tracked commitments)
“EBITDA 13 - 15%”
The current order book of over INR 15,750 crores represents approximately 5x the annual revenue, significantly exceeding the 3x target. (2 exceeded, 2 met, 1 in progress across 5 tracked commitments)
“Order Book 3x of Revenue”
The company has already surpassed its medium-term target, with O&M contributing 21% of the total revenue mix in Q1 FY26. (1 exceeded, 2 in progress across 3 tracked commitments)
“O&M at 20% of Total Revenues”
The company is targeting new industrial sectors including semiconductor manufacturing, solar manufacturing, and green hydrogen. (+3 more commitments)
“Now with strong policy support through Make in India and the PLI schemes, India is targeting 130 gigawatt of solar cell manufacturing by 2030, which will drive demand for our 100 to 150 MLD of Ultra-Pure Water capacity.”
Targeting a 25% increase in water positivity through the treatment of 1.25 trillion litres per year by 2030. — target: 25% (+2 more commitments)
“Increase water positivity by 25% thru treatment of 1.25 Trillion litres/year by 2030”
See the full cited Management analysis of Va Tech Wabag
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