Earning Call Transcript held on 01st June 2026 on Audited March Results 31, 2026.
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Brahmaputra Infrastructure reported a landmark FY26 with revenue rising 50% year-on-year to ₹365 crore, driven by strong EPC execution across roads, bridges, railways, buildings and river protection works. EBITDA grew 71% to ₹83.45 crore with margins expanding 280 basis points to 22.83%, while profit after tax nearly doubled to ₹59.61 crore, lifting PAT margin by 397 bps to 16.31% and EPS to ₹20.54. The order book stands at ₹1,600 crore (4.46x FY26 revenue) with an additional ₹3,000 crore in active bidding pipeline and ₹7,000–8,000 crore expected pipeline for the year. Management described FY26 as an inflection point, guided for sustained 50% revenue growth over the next five years, and announced a new ₹500 crore phase-wise retail/commercial real estate project in Guwahati over the next 4–5 years. Promoter share pledge, in place since 2014, is expected to be released over the next 1–2 years as debt levels decline.
Strong execution, margin expansion and a healthy order pipeline signal robust near-term growth visibility for shareholders, with the new real estate project offering a high-margin annuity layer. The planned unwinding of promoter pledge and rising profitability could be positive triggers for the stock, though concentration in Northeast geography and government clients remains a key risk.