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Investor Presentation

Ashoka Buildcon Investor Presentation: Key Takeaways

Ashoka Buildcon reported Q1 FY27 standalone revenue of Rs. 1,320 Cr with 9.5% EBITDA margin. Strong order book of Rs. 15,251 Cr provides visibility.

Highlights
MarginsStandalone EBITDA margin at 9.5% vs 11.3% YoY.
Order bookRs. 15,251 Cr; Road EPC (44.5%), Power T&D (33.2%).
Demand visibilityStrong order book of Rs. 15,251 Cr as of June 2026.

Growth

Standalone PAT grew 3% YoY to Rs. 31.5 Cr; Consolidated revenue fell 21% YoY to Rs. 1,534 Cr.

Outlook

Order book visibility at 1.4x FY26 revenue. Extending timelines for sale of remaining 6 SPVs to Sept 2026.

Risks

Consolidated EBITDA margins compressed from 33.5% to 19.0% YoY. NHAI settlement paid for show cause notice.

Last quarter's promises, checked

Delivered

  • Guided 2-digit EBITDA margins for FY27 → delivered 9.5% (= PARTIAL)

Partly delivered

  • Guided working capital debt Rs. 500-600 Cr → delivered standalone debt-equity 0.49x (= PARTIAL)

Missed

  • Guided 20% revenue growth for next year → delivered -17% to -21% YoY (= MISS)
  • Guided sale of 6 HAM SPVs by June 2026 → delivered 0 (timeline extended) (= MISS)
Source

Investor Presentation filed with BSE, NSE: ASHOKA. Summary written with AI assistance from the document.

Read the document ↗

Ashoka Buildcon Ltd: key numbers

Share price
₹113.12
Market cap
₹3,176 Cr
Revenue (annual)
₹7,520 Cr
Net profit (annual)
₹2,550 Cr
P/E (TTM)
1.3×Sector 33.0×
Promoter holding
54.48%+0.00% QoQ
FII holding
4.39%Current quarter

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

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