In continuation to our letter dated May 14, 2026 please find herewith the transcript of the Investor conference call for Investor and analyst meeting held on Thursday, May 14, 2026 at 05.00 ....
DBL · price
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Dilip Buildcon reported Q4/FY26 results with FY26 standalone revenue at INR7,005 crores (down 22.2% YoY) and PAT at INR841 crores (up 170% YoY). The company achieved record order inflows of INR18,548 crores in FY26, significantly exceeding guidance. Management outlined a strategic shift under 'DBL 2.0', targeting that 75% of profits will come from long-term assets (MDO and InvIT) by FY29 versus 25% from EPC. MDO revenue is guided to grow from INR1,600 crores in FY26 to ~INR4,000 crores by FY29, with coal production reaching ~57 MMT by FY29. The company holds InvIT units worth ~INR1,600 crores currently and expects to transfer 11 more HAM assets to the Anantam InvIT by FY27. Standalone debt stood at INR1,880 crores, with a target to be net debt-free by FY28.
The multi-year guidance on MDO revenue growth (INR1,600 crores to INR4,000 crores by FY29), coal production ramp-up to 57 MMT, and clear debt reduction roadmap (INR600-800 crores in FY27) signals strong long-term earnings visibility, though near-term EPC margin pressure from raw material inflation remains a concern.