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Earnings Call

Afcons Infrastructure Earnings Call: Key Takeaways

Afcons reported FY26 revenue of ₹12,322cr, down 5.4% YoY, with a Q4 net loss of ₹89cr due to project disruptions and ₹160cr in provisions. Management aims for ₹30,000cr order inflows in FY27.

Why this was an Alfa AlertNot a filter event. Company missed prior revenue growth guidance and reported a quarterly loss.
Highlights
Revenue growthFY26 revenue down 5.4% YoY to ₹12,322cr.
MarginsFY26 EBITDA margin 11.7% (down from 12.8% FY25).
Order bookCurrent order book ₹32,500cr plus ₹15,000cr assured/L1 inflows.
Demand visibilityBid pipeline of ₹4 trillion across domestic and international segments.
Management confidenceCFO 'personally deeply upset' with results; views Q4 loss as aberration.

Growth

FY26 revenue dropped 5.4% YoY; EBITDA margin held at 11.7%; PAT fell to ₹251cr from ₹487cr.

Outlook

Order booking guidance of ₹30,000cr for FY27; FY27 CAPEX planned at ₹725cr; no specific revenue guidance provided.

Risks

Geopolitical issues, customer payment delays, supply chain disruptions (POL/gas), and rising interest costs/working capital blockages.

Source

Earnings Call filed with BSE, NSE: AFCONS. Summary written with AI assistance from the document.

Read the document ↗

Afcons Infrastructure Ltd: key numbers

Share price
₹252.50
Market cap
₹9,287 Cr
Revenue (annual)
₹11,948 Cr
Net profit (annual)
₹251.5 Cr
P/E (TTM)
64.3×Sector 33.0×
Promoter holding
50.17%+0.00% QoQ
FII holding
12.15%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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