DINESH

Denta Water & Infra Solutions

Latest CMP 296
Today's Change ▼ -6.67%
52-Week High / Low 468 | 224
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 414
Expected Upside 18.4%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
-9.8%
Mild Negative Re-rating
1-Year Target Price
349
2-Year Target Price
414
52-Week High / Low
468 / 224
20-Day Return
-13.2%
Market Cap (Cr.)
790
Current PE
14.7
P/BV Ratio
1.7
Dividend Yield
0.8%
Industry PE
23.9

Price Performance

Basis of our Recommendation

Denta Water and Infra Solutions is positioned for stable growth, supported by a robust order book of ₹7,277.76 million and a high bid win rate of approximately 75%. Management's focus on leveraging its expertise in water management and groundwater recharging aligns well with national infrastructure priorities, particularly government initiatives like the Jal Jivan Mission. However, the company is experiencing margin pressure due to a shift in project mix, with smaller, lower-margin projects impacting profitability. Despite this, management remains optimistic, projecting EBITDA margins between 25-30% for FY27. Vista's financial outlook reflects this stability, with revenue growth expected to remain consistent with historical performance, although margins may face continued pressure. The favorable macro environment in India, characterized by strong manufacturing activity and government spending, further supports Denta's growth trajectory. Over the next 12-24 months, key opportunities include expanding into new geographical markets and securing high-margin projects, while watchpoints include potential delays in government payments and the execution challenges of balancing project types. Overall, Denta's strategic focus and strong financial position underpin Vista's positive investment outlook

👍 Why We Like This Stock

  • Strong order book and high bid win rate indicate robust demand for Denta's services
  • Strategic expansion into new markets aligns with government infrastructure initiatives
  • Management's focus on high-margin projects supports long-term value creation

Things To Watch Out For

  • Margin pressure from smaller, lower-margin projects may impact profitability
  • Sensitivity to government payment delays could affect cash flow
  • Political shifts may influence tender timelines and project execution

Key Parameters

Balance Sheet Strength
Elite Balance Sheet
Market Share
Stable
Industry Outlook
Weakening
Analyst View
Not Available
Dividend History
Regular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 239 203 250 279 333
Profit Before Tax (Cr.) 81 72 82 72 92
PBT Margin 33.9% 35.4% 3280.0% 25.9% 27.7%
Net Profit (Cr.) 60 53 61 54 68
Earnings Per Share 22.5 19.9 22.8 20.1 25.5

Analyst Recommendations

No analyst recommendations available.

Consensus Recommendation ► None
Consensus Target
Coverage 0 Analysts
Analysts' Viewpoint

Company Overview

Show Company Profile

Denta Water and Infra Solutions Limited, a water and infrastructure solution company, engages in the design, installation, and commissioning of water management infrastructure projects in India. The company provides groundwater recharging and construction projects in the field of railways and highways. It also offers operation and maintenance services for water management infrastructure projects. The company was incorporated in 2016 and is based in Bengaluru, India.