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Investor Presentation

Ircon International Investor Presentation: Key Takeaways

IRCON's Q1FY27 consolidated revenue grew 9.5% YoY to ₹1,956 Cr, though PAT fell 43.9% due to margin contraction. Strategy focuses on Navratna status and Railway/Highway infrastructure projects.

Highlights
Revenue growth9.5% YoY growth in consolidated operating revenue.
MarginsConsolidated PAT margin compressed to 4.5% from 8.7% YoY.
Order book₹23,366 Cr; 77% Railways, 16% Highways, 7% Others.
Demand visibilityStrong pipeline from National Rail Plan and Highway CAPEX.

Growth

Consolidated Revenue rose 9.5% YoY; however, EBITDA declined 14% and PAT dropped from ₹164 Cr to ₹92 Cr YoY.

Outlook

Order book stands at ₹23,366 crore as of June 30, 2026. Target sectors include high-speed rail and renewable energy.

Risks

Significant margin pressure: EBITDA margin fell 348 bps YoY to 13.6%. PBT margin declined to 6.2%.

Last quarter's promises, checked

Delivered

  • Guided FY27 revenue similar to FY26 (approx ₹9,500 Cr) → Q1FY27 ₹1,956 Cr (= ON TRACK)
  • Guided core EBITDA margin 9% console level → delivered 13.6% in Q1 (= BEAT)
  • Targeted ₹500-600 Cr SPV/PPP investment in current year → ₹3,000 Cr cumulative base maintained (= ON TRACK)

Partly delivered

  • Targeted order book growth via ₹48,000 Cr bids → Q1 book at ₹23,366 Cr vs ₹24,984 Cr previous (= PARTIAL)

Missed

  • Guided PAT margin 6.1-6.3% → delivered 4.5% in Q1 (= MISS)
Source

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

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Ircon International Ltd: key numbers

Share price
₹105.95
Market cap
₹9,965 Cr
Revenue (annual)
₹9,071 Cr
Net profit (annual)
₹595.5 Cr
P/E (TTM)
19.0×Sector 33.0×
Promoter holding
65.17%+0.00% QoQ
FII holding
4.61%Current quarter

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

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