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Earnings Call

K2 Infragen Earnings Call: Key Takeaways

K2 Infragen reported FY26 revenue of ₹185cr (+26% YoY) and PAT of ₹13.33cr. The company is transitioning from sub-contracting to higher-margin direct government EPC contracts in railways and power transmission.

Why this was an Alfa AlertNot a filter event. Company met its standard 25% growth guidance; no material 10% beat over own guidance reported.
Highlights
Revenue growthFY26 revenue up 26% YoY to ₹185cr.
MarginsFY26 EBITDA at 12.5%; targeting improvement via supply-oriented railway/power projects.
Order book₹662cr total value; ₹424cr unexecuted; ₹500cr live bids.
Demand visibilityStrong government infra spending in railways and power sectors.
Management confidenceHigh; targeting 25%+ growth standard for FY27.

Growth

FY26 Revenue grew 26% YoY to ₹185cr; EBITDA grew 25% YoY to ₹26cr; PAT reached ₹13.33cr (7.2% margin).

Outlook

Guidance of 25%+ YoY growth for FY27; Order book at ₹662cr with ₹424cr unexecuted; Bidding pipeline of ₹500cr.

Risks

H2 margins impacted by geopolitical war-led raw material spikes (bitumen/diesel) and high financial charges in power projects.

Source

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

Read the document ↗

K2 Infragen Limited: 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