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Earnings Call

K2 Infragen Earnings Call: Key Takeaways

K2 Infragen reports FY26 revenue of ₹1,852 Mn with 12.37% EBITDA margin. Shift in focus toward higher-margin Railway and Power EPC segments.

Highlights
Revenue growthFY26 revenue ₹1,852 Mn vs ₹1,468 Mn YoY.
MarginsEBITDA margins stabilized at 12.37% in FY26.
Order book₹4,240 Mn as of March 31, 2026.
Demand visibilityUnexecuted order book of ₹4,240 Mn provides medium-term visibility.
Management confidenceStrong outlook for Railway and Power segments.

Growth

3-year Revenue CAGR at 35%; FY26 revenue up 26% YoY from ₹1,468 Mn in FY25.

Outlook

Order book of ₹4,240 Mn; targeted additional ₹80 Cr road projects by June 2025; ₹12 Cr machinery capex.

Risks

Concentration in Road/Bridge projects (77% of revenue); increasing competitive intensity in bidding.

Source

Earnings Call filed with NSE, NSE: K2INFRA. Summary written with AI assistance from the document.

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K2 Infragen Ltd: key numbers

Share price
₹42.75
Market cap
₹53.94 Cr
Revenue (annual)
₹185.2 Cr
Net profit (annual)
₹13.29 Cr
P/E (TTM)
4.1×Sector 33.0×
Promoter holding
40.70%
FII holding
0.85%Current quarter

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

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13:16 IST NSE
Annual General Meeting

K2 Infragen Annual General Meeting

K2 Infragen Limited issued the notice for its 11th Annual General Meeting on September 29, 2026. The agenda covers adoption of audited financials plus increased borrowing and security-creation limits.

19:41 IST NSE
Acquisition

K2 Infragen Acquisition Worth ₹0.23 Cr

K2 Infragen Limited will acquire an additional 30.53% stake in its subsidiary, K2 Nextgen Solutions Private Limited, for ₹0.23 Crore, making it a wholly-owned subsidiary.

Value
₹0.23 Cr
Execution
3 months
19:13 IST NSE
Management Change

K2 Infragen Management Change

Mr. Naresh Kumar has resigned as Executive Director of K2 Infragen Limited, effective from the closure of business hours on September 2, 2026.

19:03 IST NSE
Board Meeting Outcome

K2 Infragen Board Meeting Outcome

K2 Infragen approved acquiring a 30.53% stake in subsidiary K2 Nextgen Solutions for ₹0.23 Crore. The board also appointed a cost auditor and noted a director's resignation.

Value
₹0.23 Cr