Dilip Buildcon Limited has informed the Exchange about Transcript
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Dilip Buildcon reported Q1 FY26 standalone revenue of INR2,010 crores (down 14.7% YoY) with EBITDA of INR203 crores (down 22.5%), though PAT rose 61% to INR123 crores. Consolidated revenue was INR2,620 crores (down 16.4%) but PAT jumped 93.7% to INR271 crores, supported by HAM and coal businesses. Management guided for INR12,000–15,000 crores of new order inflows in FY26, backed by NHAI's pipeline of 124 road projects worth INR3.4 lakh crores, with revenue guidance of INR8,000–8,500 crores and EBITDA margin around 11%. The company completed partial divestment of 3 HAM projects to Alpha Alternatives for INR125 crores, with InvIT listing expected in September 2025 after receiving in-principle approvals from NSE, BSE, and SEBI. Coal MDO production is on track with FY26 target of 32 million metric tons across Siarmal and Pachhwara.
Stock may find near-term support from improving consolidated profitability and visible debt reduction roadmap, but muted standalone growth and weak order book could cap upside until new order inflows materialize in H2 FY26. The InvIT listing in September is a near-term catalyst that could unlock value and accelerate deleveraging.