Analysis published 27 Apr 2026

AI-generated · cited to primary sources · not investment advice

South West Pinn. (543986) Nov 2025 Filing Analysis

01 · Management Credibility

Does management do what it says?

ExceededService Mix Evolution and Margin Trend
100/100

The company reported H1 FY26 revenue of INR 1,027 Mn, representing an 81% year-on-year growth compared to H1 FY25 (INR 568 Mn), significantly exceeding the 20% target. (2 exceeded across 2 tracked commitments)

EBITDA margin is about 42%, 43%. That is on coal index.

South West Pinn. · Concall Transcript · Nov 2025 · p.22
MetContractual Revenue Visibility and Renewal Rates
85/100

Management confirmed they have secured new orders worth INR 85 crores during the quarter, contributing to a record order book of INR 412 crores. (2 met across 2 tracked commitments)

Production Timeline: Target to commence coal production by FY 2027–28

South West Pinn. · Investor PPT · Nov 2025 · p.23
Revenue per Employee

The company aims to reach a cumulative drilling distance of 3,000 KM by the end of FY 2026. — target: 3,000 KM

Total Cumulative Drilling (KM) ... 3,000 2026 (E)

South West Pinn. · Investor PPT · Nov 2025 · p.19

See the full cited Management analysis of South West Pinn.

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