ALFA Finder| Management target | Revenue 30.0% FY27 |
|---|
| Revenue growth | Q2 consolidated revenue up 17% YoY; H1 only 5.5%, H2 ramp needed. |
|---|---|
| Margins | Standalone EBITDA margin 10.4% in Q2; consolidated 20%; no peer comparison. |
| Order book | Record ₹33,081 Cr across 12 verticals; ratio to execution not stated. |
| Demand visibility | Record ₹33,081 Cr order book; roads now 15.6% of total. |
| Management confidence | Confident but hedged; reiterates guidance despite weak H1 execution. |
Growth
Q2 consolidated revenue ₹2,250 Cr vs ₹1,926 Cr; H1 growth just 5.5%. Prior-year PAT was inflated by ₹82 Cr exceptional gain.
Outlook
FY27 revenue growth 30-40%; order inflow ₹10,000-12,000 Cr; standalone debt cut ₹600-800 Cr; standalone net debt-free by FY28; coal 27 Mt FY27, 57 Mt FY29.
Risks
FY27 guidance needs roughly 55-60% H2 growth after a weak H1. Intense small-package road bidding and fuel-cost pass-through lag could squeeze margins.
Last quarter's promises, checked
Delivered
- Capex <₹100 Cr FY27 → under ₹100 Cr (= BEAT)
Partly delivered
- Revenue +30-40% FY27 → H1 +5.5%, needs ~55-60% H2 growth (= PARTIAL)
- Standalone EBITDA margin 10-12% → 10.4% Q2, floor only (= PARTIAL)
- Coal 27 Mt Siarmal + 7 Mt Pachhwara FY27 → H1 10.89 Mt total (= PARTIAL)
Missed
- Standalone debt cut ₹600-800 Cr FY27 → net debt ₹1,880 Cr (Mar) to ₹2,146 Cr (Q2) (= MISS)
- ~₹700 Cr InvIT units from 4 HAM transfers in Q2 → still awaiting NHAI approvals (= MISS)
Earnings Call Transcript filed with NSE, NSE: DBL. Summary written with AI assistance from the document.
Dilip Buildcon Ltd: key numbers
- Share price
- ₹409.10
- Market cap
- ₹6,646 Cr
- Revenue (annual)
- ₹8,984 Cr
- Net profit (annual)
- ₹1,302 Cr
- P/E (TTM)
- 6.0×Sector 33.5×
- Promoter holding
- 63.14%+0.00% QoQ
- FII holding
- 1.71%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dilip Buildcon Ltd
All →Dilip Buildcon Results Update
Dilip Buildcon's Q2FY27 press release shows consolidated revenue up 17% and a record ₹33,081 crore order book. Standalone PAT rose 28% to ₹52 crore.
- Order book
- ₹33,081 Cr
Dilip Buildcon Investor Presentation: Key Takeaways
Q2 FY27 MDO segment revenue Rs 433 Cr (+42% YoY), EBITDA Rs 101 Cr at 23% margin, PAT Rs 56 Cr. Record order book Rs 33,081 Cr; mining-led cash flow pivot.
Dilip Buildcon Q2 FY27 Results: Net Profit ₹101.3 Cr, Down 52.7% YoY
Dilip Buildcon Ltd reported revenue from operations of ₹2,250 Cr (+16.8% YoY) and net profit of ₹101.3 Cr (-52.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹101.3 Cr · -52.7% YoY
Dilip Buildcon Bags ₹419.5 Cr Order from Gurugram Metro Rail Limited
Dilip Buildcon won a ₹419.47 Crore contract from GMRL for Gurugram Metro depot construction. The 21-month project includes civil, architectural, and E&M works at Sector 33, Gurugram.
- Value
- ₹419.5 Cr
- From
- Gurugram Metro Rail Limited (GMRL)
- Execution
- 21 Months
Dilip Buildcon Board Meeting Date
Dilip Buildcon's board will meet on November 12, 2026, to approve un-audited standalone and consolidated financial results. The trading window remains closed for all designated persons and insiders.
Dilip Buildcon Bags ₹688.2 Cr Order from National Highways Authority of India
Dilip Buildcon received a Rs. 688.23 Crore LOA from NHAI for a 9.66 km Solapur elevated corridor. Construction spans 24 months with a 15-year operation period.
- Value
- ₹688.2 Cr
- From
- National Highways Authority of India
- Execution
- 24 Months (construction) + 15 years (operation from COD)
- elevated corridor length
- 9.66 km