PNC Infratech 4QFY26 earnings call transcript filed; FY27 revenue guidance of ~INR 6,000 cr

Mgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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

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AI summary

PNC Infratech filed 4QFY26 earnings call transcript. FY26 standalone revenue was INR 4,633 cr with PAT of INR 344 cr; consolidated PAT was INR 832 cr. Order book stands at INR 22,000+ cr. Management guided 30% revenue growth for FY27 (~INR 6,000 cr) and 25% for FY28 (~INR 7,500 cr), with ~12% EBITDA margin. Acknowledged margin pressure from bitumen/commodity cost inflation, partly offset by NHAI compensation mechanism. New wins: 2 HAM projects worth INR 3,483 cr in UP, plus bridge and flyover projects.

Likely market impact

Revenue growth guidance of 25-30% and INR 22,000+ cr order book signal positive outlook, but margin pressure from commodity costs is a concern.