Please find enclosed the intimation of Investor Presentation for Q4 & FY 2026
AFCONS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Afcons Infrastructure reported a challenging Q4 FY26 with a net loss of ₹89 Cr compared to a profit of ₹111 Cr in Q4 FY25, impacted by margin compression and one-time labour code provisions of ₹76.51 Cr. For the full year FY26, total income declined 5.4% to ₹12,322 Cr while PAT fell 48.5% to ₹251 Cr. EBITDA margin contracted to 11.7% from 12.8% in FY25, with Q4 margins specifically falling to 6.1% from 12.2% a year ago. On a positive note, the company maintains a strong order book of ₹32,496 Cr (2.6x Book to Bill ratio) and achieved a CRISIL rating upgrade to AA-/Stable. The company is a flagship infrastructure EPC firm under the Shapoorji Pallonji Group, ranked among the top international contractors globally across marine, bridges, and water supply segments.
The significant Q4 loss and margin compression are concerning for near-term shareholders, though the massive order book provides revenue visibility. The rating upgrade and strong order backlog support long-term prospects despite current profitability pressures.