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Investor Presentation

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 concall: date, live audio and summaryConcall page →
Highlights
Revenue growthMDO Q2 revenue +42% YoY; H1 +12%
MarginsMDO EBITDA margin 23% Q2 vs 27% Q1, 22% Q2FY26
Order bookRs 33,081 Cr at 30 Sep 2026, record high
Demand visibilityRecord order book Rs 33,081 Cr; up from Rs 27,691 Cr

Growth

Q2 MDO revenue +42% YoY to Rs 433 Cr; EBITDA +49%, PAT +40%. H1 revenue +12%, PAT flat at Rs 111 Cr.

Outlook

No numeric growth guidance given. Record Rs 33,081 Cr order book; Rs 1,297 Cr equity outflow planned in FY28 against Rs 1,110 Cr inflows.

Risks

Pachhwara coal output down 18% YoY in Q2; Pottangi bauxite not started. Q2 MDO EBITDA margin fell to 23% from 27% in Q1.

Last quarter's promises, checked

Partly delivered

  • Revenue +30–40% FY27 → H1 consol +12% (= PARTIAL)
  • Orders Rs10,000–12,000 Cr FY27 → H1 won Rs7,589 Cr (= PARTIAL)
  • Siarmal 27 MT FY27 → Q2 +17% YoY, no FY figure (= PARTIAL)

Missed

  • Pachhwara ~7 MT flat YoY → Q2 output −18% YoY (= MISS)
  • MDO margin 'almost same' → 27% Q1, 23% Q2 (= MISS)
Source

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

Read the document ↗

Dilip Buildcon Ltd: key numbers

Share price
₹406.70
Market cap
₹6,607 Cr
Revenue (annual)
₹8,984 Cr
Net profit (annual)
₹1,302 Cr
P/E (TTM)
5.6×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.

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