Pursuant to regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, please find enclosed herewith a copy of the Investor ....
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Dilip Buildcon released its Q4 and FY26 investor presentation covering results and business strategy. The company is a diversified infrastructure developer with operations in EPC, Mining MDO (Mine Developer & Operator), and InvIT assets. For FY26, consolidated revenue declined to Rs 7,005 Cr from Rs 9,004 Cr in FY25, impacted by divestment of HAM assets to InvIT. However, PAT improved significantly to Rs 842 Cr vs Rs 311 Cr due to exceptional gains from divestments. The company completed Rs 2,812 Cr worth of projects and won new orders worth Rs 18,548 Cr during FY26. The MDO (mining) segment is emerging as a margin driver with EBITDA margin of 26% vs 23% in FY25. Anantam Highways InvIT was listed in October 2025. Net Debt/Equity improved from 0.32 to 0.28. Total order book stands at Rs 28,830 Cr diversified across 11 verticals including Roads, Mining, Renewables, and Transmission.
The transition to asset-light model with MDO and InvIT strategy is improving profitability metrics, though near-term revenue may remain under pressure from asset monetization. The improving PAT margins and deleveraging trajectory are positive for long-term shareholder value.