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Investor Presentation

Afcons Infrastructure Investor Presentation: Key Takeaways

Afcons reported Q1 FY27 Total Income of ₹2,727 Cr and PAT of ₹30 Cr. The company maintains a robust order book of ₹43,290 Cr.

Highlights
MarginsEBITDA margin at 9.6% for Q1 FY27 vs 13.0% YoY.
Order book₹43,290 Cr as of June 2026; 3.8x Book-to-Bill ratio.
Demand visibilityStrong ₹1.5 Lakh Cr bid pipeline for FY27.

Growth

Revenue fell 20.3% YoY and 1.8% QoQ. PAT declined 77.9% YoY but rose 134.2% QoQ.

Outlook

Strong bid pipeline of ₹1.5 Lakh Cr for FY27. Focus on large-value, complex projects and geographic expansion.

Risks

Project execution risks, unknown site conditions, and challenges in site access/logistics in complex infrastructure projects.

Last quarter's promises, checked

Delivered

  • Guided 1.5-month visibility on 50% orders → delivered ₹43,290 Cr order book (= BEAT)
  • Guided ₹725 Cr FY27 Capex → delivered strategic equipment worth ₹4,309 Cr (= BEAT)

Partly delivered

  • Guided debt reduction from 0.49x net D/E → delivered 0.7x net D/E (= PARTIAL)

Missed

  • Guided 11% long-term margin → delivered 9.6% EBITDA margin (= MISS)
  • Guided ₹30,000 Cr FY27 order inflow → delivered ₹43,290 Cr total book (= MISS on pace)
Source

Investor Presentation 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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