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Investor Presentation

Ramky Infrastructure Investor Presentation: Key Takeaways

Ramky Infrastructure reports Q1 FY26 standalone revenue of ₹452 Cr and PAT of ₹72 Cr, focusing on industrial parks, water solutions, and urban infrastructure while maintaining a nil term debt status.

Highlights
MarginsStandalone EBITDA at ₹112 Cr; Consolidated EBITDA at ₹100 Cr.
Order bookStandalone: ₹9,000 Cr; Consolidated: ₹12,500 Cr.
Demand visibilityStrong visibility via ₹12,500 Cr consolidated order inflow.

Growth

Standalone Q1 revenue grew to ₹452 Cr from ₹354 Cr YoY; PAT rose to ₹72 Cr from ₹56 Cr YoY.

Outlook

Targeting sustainable growth in industrial, water, and urban solutions with a consolidated order book of ₹12,500 Cr.

Risks

Exposed to macroeconomic shifts, regulatory policy changes, execution delays, and input cost fluctuations.

Last quarter's promises, checked

Delivered

  • Guided FY26 revenue ~₹2,400 Cr → delivered ₹452 Cr in Q1 (= ON TRACK)
  • Guided EBITDA margin 21-22% → delivered 24.8% standalone (= BEAT)
  • Guided order book maintenance 2.5x-3x turnover → delivered ₹12,500 Cr (= BEAT)

Partly delivered

  • Guided Srinagar Banihal settlement by Mar-26 → process ongoing (= PARTIAL)
  • Guided Visakha Pharmacity sale by Mar-26 → SPA pending (= PARTIAL)
Source

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

Read the document ↗

Ramky Infrastructure Ltd: key numbers

Share price
₹312.15
Market cap
₹2,160 Cr
Revenue (annual)
₹1,846 Cr
Net profit (annual)
₹271.1 Cr
P/E (TTM)
9.2×Sector 33.0×
Promoter holding
69.81%+0.00% QoQ
FII holding
1.92%Current quarter

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

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