AFCONSNSEAfcons Infrastructure LimitedMediumNeutral
Announced Mon, 18 May · 20:10 IST

Afcons Infrastructure Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

AFCONS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.6%1-day move
₹320.05
prior close
₹296.50
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.5+2.5+2.4+3.3-4.6-6.3-6.5-5.2+1.0+6.2+2.9-1.7-7.5
Up moveDown movePending
AI summary

Afcons Infrastructure reported a challenging Q4 FY26 with Total Income of ₹2,777 Cr and a net loss of ₹89 Cr, compared to a profit of ₹111 Cr in Q4 FY25. For the full year FY26, Total Income declined 5.4% to ₹12,322 Cr while PAT dropped 48.5% to ₹251 Cr. EBITDA for FY26 was ₹1,439 Cr, down 13.4% from ₹1,662 Cr, with margins contracting to 11.7% from 12.8%. The company took a one-time charge of ₹76.51 Cr due to new labour code provisions. Despite weak profitability, the order book stands robust at ₹32,496 Cr with a healthy book-to-bill ratio of 2.6x, providing revenue visibility. The company maintained a Net Debt to Equity ratio of 0.5x and ROE of 4.7%.

Likely market impact

The sharp decline in Q4 profitability and margin contraction raises concerns about execution challenges and cost pressures. However, the strong order book provides a solid revenue pipeline for FY27. Shareholders should monitor whether margin recovery occurs as the large order book converts to revenue.