NBCCNSENBCC (India) Limited· ConstructionHighNeutral
Announced Mon, 25 May · 13:35 IST

NBCC (India) Limited has submitted to the Exchange, the financial results for the period ended March 31, 2026.

Pat Growth 25pctExceptional ItemEmphasis Of MatterNegative Operating CashflowContingent Liabilities IncreasedEbitda Margin CompressionResults View source PDF

NBCC · price

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Price reaction · full curve 14 horizons · vs prior close
+1.2%1-day move
₹94.75
prior close
₹96.84
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AI summary

NBCC reported standalone revenue from operations of Rs. 9,755.31 Cr for FY2025-26, up ~11.7% from Rs. 8,730.56 Cr in FY2024-25. Net profit surged 47.7% to Rs. 703.29 Cr from Rs. 476.11 Cr. Statutory auditors issued an unmodified (clean) opinion. Key audit emphasis items include: (1) Land disputes at Naya Raipur (Rs. 20.99 Cr book value) and Faridabad (Rs. 131.78 Cr, pending environmental clearance); (2) NBCC Green View, Gurugram project with cumulative provisions/write-offs of Rs. 468.82 Cr due to structural cracks and NCDRC-ordered refunds; (3) Kochi project write-down of Rs. 8,015.53 Lakh reversed in the current year following a Supreme Court review order reversing its earlier ruling; (4) DVAT demand of Rs. 404.80 Cr set aside by tribunal and remanded for recalculation. Q4 revenue stood at Rs. 3,913.75 Cr. Operating cash flow turned negative at Rs. -250.94 Cr (vs +Rs. 1,048.64 Cr in prior year), driven by large increases in trade receivables and inventory build-up. Board recommended a final dividend of Rs. 0.46 per share (vs Rs. 0.14 prior year). DIPAM has given no-objection for merger of subsidiary HSCC (India) Limited into NBCC.

Likely market impact

Strong profit growth of 47.7% YoY with 3x dividend increase signals management confidence; however, negative operating cash flow despite higher profitability is a red flag, indicating working capital stress. Multiple legal disputes and contingent liabilities (especially Gurugram Rs. 468 Cr+ and DVAT Rs. 404 Cr) keep risk elevated. Clean audit opinion provides comfort on financial statement accuracy.