Pursuant to Regulation 30 read with Schedule III Part A of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 ("SEBI Listing Regulations") and with reference to our ....
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NACDAC Infrastructure reported strong H1 FY26 results with revenue of Rs. 23.84 crore (up 221% YoY), net profit of Rs. 2.06 crore (up 154%), and EBITDA up 107%. The company is an infrastructure development firm operating in five states with 12 ongoing projects, focusing on multi-storey buildings, electrical, and structural works. Order book stands at Rs. 92-95 crore, with 70-75% from government clients including NBCC, Indian Railways, and PSUs, while top five customers contribute 70-73% of revenue. Management has ~Rs. 150 crore of projects currently under evaluation and is targeting Rs. 65-70 crore revenue for FY26 versus ~Rs. 50 crore last year. No further fundraising (FPO) is planned for the next year as 96% of IPO proceeds have been deployed into working capital.
Strong topline growth and government-backed order book are positive signals, but heavy customer concentration (top 5 = 70-73%) and dependence on government payments pose risks. Margin guidance of 8.3-8.4% (above the ~7% industry average) and bid pipeline of Rs. 150 crore could support stock sentiment if execution remains on track.