Synopsis:
The engineering solutions provider saw a 10% stock surge after securing a Rs 68 crore cleanroom order. With a diversified order book across pharma, semiconductors, solar, and data centers, the firm targets 30–40% FY26 revenue growth while maintaining 8–10% margins.
The shares of the prominent engineering solutions provider hit 10 percent upper circuit in today’s morning session after the company secured a letter of intent from one of the leading players in solar PV module manufacturing worth Rs 68 crore.
With a market capitalization of Rs 501.40 crore, the shares of Fabtech Technologies Cleanrooms Ltd were trading at Rs 407.00 apiece, increasing around 9 percent as compared to the previous closing price of Rs 370.00 apiece
Significant order
The shares of Fabtech Technologies Cleanrooms Ltd have seen positive movement after receiving a letter of intent from one of the leading companies in solar PV module manufacturing for the Supply and installation of Modular Cleanroom Partition Systems, Doors, and allied accessories for a total consideration of Rs. 68 crore. The order is estimated to be executed by March 31, 2026.
Financial & Operational Highlights
Looking forward to the company’s financial performance, revenue increased by 42 percent from Rs 62 crore in H1FY25 to Rs 88 crore in H2FY25. Further, during the same time frame, net profit increased by 60 percent from Rs 5 crore to Rs 8 crore.
The company has entered the semiconductors and electronics segment, securing its first order worth Rs 8.4 crore from CG Semi. Management views successful project execution as a growth reference for this high-potential vertical. While margins are similar to the pharmaceutical sector, the focus is on building credibility in semiconductors and data centers, even at the cost of initial margin pressure.
The company’s data center vertical is gaining momentum with recent wins. It completed one floor at Nexta Data Center worth Rs 2.5 crore, with two more floors planned. At NSE BKC, the first order of Rs 5.45 crore is underway, with a Rs 4 crore next phase. Management expects the entire NSE building to be converted into a data center by FTCL.
The company’s current consolidated order book stands at Rs 90 crore, with Fabtech contributing Rs 50–55 crore and Kelvin the remainder. Pharma accounts for Rs 50–60 crore, while semiconductors, electronics, and solar make up Rs 30 crore. The robust pipeline exceeds Rs 300 crore, led by pharma Rs 137 crore, semiconductor Rs 118 crore, solar Rs 80 crore, and data centers Rs 15.5 crore.
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The company targets 30–40% YoY revenue growth in FY26, labeling it as “beatable numbers.” Management expects steady growth at similar rates through FY29, viewing FY26 as a formative year. Post-2027, the semiconductors and electronics market is expected to drive significant expansion, positioning the firm for long-term growth opportunities.
Net profit margins are guided at 8–10% from FY26 to FY29. Management is willing to accept lower margins on initial semiconductor and data center projects to build references. Strong pharmaceutical business traction provides confidence in maintaining overall margin stability while pursuing high-potential, long-term verticals.
Fabtech Technologies Cleanrooms Ltd manufactures and provides design-to-validation solutions of pre-engineered modular panels and doors for building cleanrooms for the pharmaceutical, healthcare, and biotech sectors. It provides a comprehensive service which includes initial design to validation, encompassing engineering, manufacturing, quality assurance, timely delivery, installation, commissioning, and validation and certification.
Written by Abhishek Singh
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