Afcons Infrastructure Limited has informed the Exchange about Transcript of Q4 & FY26 Earnings Conference Call
AFCONS · price
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Afcons Infrastructure reported FY26 revenue of INR 12,322 crores, down 5.4% YoY, with EBITDA of INR 1,439 crores (11.7% margin). Q4 FY26 saw the company's first quarterly loss since 2010 at INR 89 crores due to payment delays, supply chain disruptions from geopolitical issues affecting overseas projects (30% of turnover), and INR 325 crores in provisions. The management provided FY27 order booking guidance of INR 30,000 crores (INR 15,000 crores already with visibility including L1 positions) and disclosed a bid pipeline of INR 4 lakh crores. Capex for FY27 is guided at INR 725 crores. The company declined to provide revenue or margin guidance for FY27 due to ongoing geopolitical uncertainty and payment collection challenges.
The company faced significant execution headwinds in Q4 and full year FY26, resulting in its first quarterly loss. While order flow guidance for FY27 is strong at INR 30,000 crores, the lack of revenue and margin guidance due to external uncertainties signals near-term visibility remains limited despite a robust project pipeline.