ASHOKANSEAshoka Buildcon Limited· ConstructionMediumNeutral
Announced Thu, 5 Jun · 19:09 IST

Ashoka Buildcon Limited has informed the Exchange about Result Update Presentation (Revised) for the Quarter and year ended March 31, 2025

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

ASHOKA · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Ashoka Buildcon shared a revised investor presentation for Q4 and FY25. Standalone performance was weak: Q4 revenue fell 21% YoY to Rs 2,012 Cr, EBITDA dropped 17% to Rs 181 Cr, and PBT declined 38% to Rs 79 Cr. Full-year standalone revenue was Rs 7,188 Cr (-8% YoY) with EBITDA of Rs 673 Cr. However, consolidated FY25 numbers were strong with revenue up 2% to Rs 10,205 Cr, EBITDA up 26% to Rs 3,089 Cr, and PAT surging 233% to Rs 1,734 Cr, helped by a deferred tax credit of Rs 424 Cr from classifying five BOT subsidiaries as held for sale. Consolidated EBITDA margin expanded sharply from 24.6% to 30.3%. The company secured new orders worth over Rs 880 Cr post-March (including a Rs 1,391 Cr NHAI HAM project in West Bengal) and reported an order book of Rs 14,905 Cr. CRISIL ratings were reaffirmed at AA-/A1+, with standalone debt-equity at a comfortable 0.51x.

Likely market impact

Mixed picture for shareholders: weak standalone execution weighed on core EPC profitability, but robust consolidated numbers, big margin expansion, asset monetisation move (BOT assets held for sale), and a healthy Rs 14,905 Cr order book support forward visibility. The deferred tax boost is a one-off, so investors should focus on underlying standalone earnings trends and the order pipeline.