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Earnings Call

RBM Infracon Earnings Call: Key Takeaways

RBM Infracon reported FY26 revenue of ₹492.22cr (up 53%) and PAT of ₹45.28cr (up 54%). Strategy focuses on EPC, O&M, and a major strategic entry into the semiconductor space.

Why this was an Alfa AlertNot a filter event. FY27 revenue guidance of ₹700cr represents 42% growth, which is below the >50% threshold.
Highlights
Revenue growth53% YoY growth in FY26.
MarginsEBITDA margin expanded from 13.6% to >15%.
Order bookOver ₹700cr executable in one year; includes ₹957cr Epitome contract.
Demand visibilityStrong; order book >₹700cr for FY27; bid pipeline ₹3,354cr.
Management confidenceHigh; citing entry into high-value semiconductor and upstream oil services.

Growth

Revenue grew 53% YoY to ₹492.22cr; EBITDA grew 69% to ₹74.10cr; PAT grew 54% to ₹45.28cr.

Outlook

FY27 revenue target ₹700cr; FY28 ₹900cr; FY29 ₹1,120cr. Setting up ₹2,700cr OSAT semiconductor facility with Sujog Global.

Risks

Iran-Israel conflict disrupted supply chains and delayed critical machinery; elevated short-term loans and advances; high competition for sub-₹300cr projects.

Source

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

Read the document ↗

RBM Infracon Ltd: key numbers

Share price
₹262.85
Market cap
₹279.5 Cr
Revenue (annual)
₹492.2 Cr
Net profit (annual)
₹45.28 Cr
P/E (TTM)
6.2×Sector 33.0×
Promoter holding
62.50%
FII holding
0.23%Current quarter

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

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