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Earnings Call

Ahluwalia Contracts (India) Earnings Call: Key Takeaways

Ahluwalia Contracts delivered solid revenue growth for FY26 but faced margin contraction due to inflation and regional execution headwinds. Management is pivoting toward mechanization to counter chronic labor shortages.

Highlights
Revenue growthFY26 revenue grew 11.38% YoY to ₹4,565.20 crore.
MarginsEBITDA margin at 9.52% for FY26; aiming for double-digit recovery.
Order bookOrder book stands at ₹21,096.31 crore, roughly 4.6x trailing revenue.
Demand visibilityStrong visibility with a massive ₹21,000cr order book pipeline.
Management confidenceBalanced tone, acknowledging external headwinds while maintaining execution targets.

Growth

FY26 revenue grew 11.38% YoY with PAT up 31.17%, supported by a robust ₹21,000cr order book.

Outlook

Guided 15-20% revenue growth for FY27 with EBITDA margins returning to double digits.

Risks

Labor shortages, NGT pollution bans in NCR, and prolonged geopolitical conflict impacting commodity prices remain key risks.

Source

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

Read the document ↗

Ahluwalia Contracts (India) Limited: key numbers

Share price
₹585.55
Market cap
₹3,922 Cr
Revenue (annual)
₹4,565 Cr
Net profit (annual)
₹265.9 Cr
P/E (TTM)
17.4×Sector 33.0×
Promoter holding
55.32%+0.00% QoQ
FII holding
14.05%Current quarter

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

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