IRCONBSEIRCON International LtdMediumNeutral
Announced Fri, 22 May · 17:18 IST

Investor Presentation for the fourth quarter and financial year ended on 31st March, 2026.

Order Pipeline DisclosedInvestor Communications View source PDF

IRCON · price

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Price reaction · full curve 14 horizons · vs prior close
-0.7%1-day move
₹140.92
prior close
₹141.99
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AI summary

IRCON International released its Q4 and FY26 investor presentation. The company is a Navratna CPSE under Ministry of Railways, executing railway, highway, and infrastructure projects. Consolidated Q4FY26 revenue declined 6.5% YoY to Rs.3,189 crore, though EBITDA grew 8.9% to Rs.389 crore. For full year FY26, consolidated revenue fell 15.7% to Rs.9,071 crore while EBITDA remained flat at Rs.1,279 crore. PAT declined 18.7% to Rs.592 crore. Standalone FY26 revenue dropped 16.8% to Rs.8,479 crore with PAT at Rs.618 crore (down 16.2%). The order book stands at Rs.24,984 crore as of March 2026, with 78% in railways and 92% domestic. Finance costs surged 59.8% YoY on consolidated basis. The presentation highlights strong government infrastructure push including Rs.12.20 lakh crore CAPEX allocation, new freight corridors, and Rs.2.78 lakh crore for Indian Railways.

Likely market impact

Revenue decline reflects execution challenges, but strong order book and government infrastructure focus provide growth visibility. Rising finance costs and PAT decline are concerns, though EBITDA margins improved on consolidated basis.