Please find enclosed Investor Presentation - Q4 & FY26.
MANINFRA · price
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Man Infraconstruction Limited (MICL) released its Q4 & FY26 investor presentation showcasing a Mumbai-focused real estate and infrastructure company. Consolidated FY26 revenue fell to ₹630.5 Cr from ₹1,108.1 Cr in FY25, though PAT margin improved to 25.3%. The company sold 5.02 lakh sq.ft. worth ₹1,800 Cr in FY26 with collections of ₹990 Cr. The real estate portfolio has a GDV of ₹17,575+ Cr with a balance sales pipeline of ₹13,300+ Cr. MICL maintains a net cash position with ₹686 Cr cash against just ₹58 Cr debt. The company outlined Vision 2031 targeting ₹35,000+ Cr GDV, doubling from the current portfolio. The presentation highlights an asset-light business model using DM fees, JVs, and JDAs across 11 projects in prime Mumbai locations including South Mumbai, BKC, Bandra, and Vile Parle. A US expansion through MICL Global has a portfolio valued at ~$1.4 billion in Miami, Florida.
The presentation reveals strong execution credentials with 19/19 projects delivered early and near-zero unsold inventory upon completion. The net cash positive balance sheet and 25%+ PBT margins indicate financial stability, while the aggressive ₹35,000 Cr GDV target by 2031 signals ambitious growth plans that could drive long-term shareholder value.