KNRCONNSEKNR Constructions Limited· ConstructionMediumNeutral
Announced Thu, 5 Jun · 12:20 IST

KNR Constructions Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

KNRCON · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

KNR Constructions reported FY25 standalone revenue of INR3,359 crores with net profit of INR726 crores (up 47% YoY), while consolidated revenue grew 7% to INR4,753 crores and net profit rose 33% to INR1,002 crores. Order book stood at INR5,052 crores as of March 31, 2025, with management targeting INR8,000–10,000 crores in new orders by end of FY26 and revealing a bid pipeline of INR40,000–55,000 crores across NHAI, state highways, and mining. Management downgraded EBITDA margin guidance from 15–16% to 13–14% for existing projects, citing higher overheads on near-complete jobs. The company faces a NHAI show cause notice on a Kerala BOT project (potential 1-year ban on subsidiary, estimated INR25–30 crore viaduct cost) and has INR1,200 crores in pending Telangana irrigation receivables. Net debt-to-equity rose to 0.41x from 0.34x.

Likely market impact

Margin downgrade and weak near-term revenue visibility (flat to slightly lower on existing book alone) may pressure the stock, though a strong order pipeline and asset monetization plans in progress provide medium-term support. The Kerala show cause notice and irrigation receivables are key overhangs to watch.