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Earnings Call Transcript

G R Infraprojects Earnings Call Transcript: Key Takeaways

GR Infraprojects reports strong 32.7% standalone revenue growth but faces margin pressure. Management is pivoting toward power transmission and oil and gas to offset slowing road sector awards.

Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growth32.7% YoY standalone revenue growth driven by strong execution.
MarginsMargins contracted to 11% due to higher input costs.
Order bookOrder book stands at ₹25,300 Cr as of July 2026.
Demand visibilityStrong visibility in power transmission and tunnels; road awards delayed.
Management confidenceBalanced; optimistic on diversification but cautious about road awarding pace.

Growth

Revenue grew 32.7% YoY to ₹2,423 Cr; EBITDA margins contracted to 11% from 12.17% due to higher material costs.

Outlook

Guided 15-20% revenue growth for FY27. Targeting ₹14,000-₹15,000 Cr order inflow for the full year.

Risks

Slow government road awarding, higher commodity prices, and rising working capital days (148 vs 128) pose liquidity risks.

Last quarter's promises, checked

Delivered

  • Guided Q4 revenue INR 3,000 Cr → delivered INR 2,521 Cr (= MISS)
  • Guided FY26 order inflow INR 12,000-14,000 Cr → delivered INR 10,700 Cr (= MISS)
  • Guided debt-equity ratio improvement → delivered 0.03 ratio (= BEAT)

Partly delivered

  • Guided INR 300-350 Cr capex → delivered INR 133 Cr for full year (= PARTIAL)

Missed

  • Guided Q4 EBITDA margin 10.5-11% → delivered 10.85% (= BEAT)
  • Guided oil & gas revenue INR 600 Cr → delivered ~INR 400 Cr (= MISS)
Source

Earnings Call Transcript filed with BSE, NSE: GRINFRA. Summary written with AI assistance from the document.

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G R Infraprojects Ltd: key numbers

Share price
₹812.40
Market cap
₹7,861 Cr
Revenue (annual)
₹8,399 Cr
Net profit (annual)
₹902.8 Cr
P/E (TTM)
7.7×Sector 33.0×
Promoter holding
74.69%+0.00% QoQ
FII holding
2.46%Current quarter

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

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