India · Delayed Price · Currency is INR Ahluwalia Contracts (India) Earnings Call Transcripts
Fiscal Year 2026
-
Q3 FY2026 saw 11.4% revenue and 9.4% PAT growth year-over-year, with improved margins and a robust order inflow. FY2026 revenue growth is guided at 10–15% due to NCR disruptions, while FY2027 is projected at 15–20% with strong execution from marquee projects and a healthy order book.
-
Q2 FY26 saw robust growth with turnover up 16% and PAT up 106% year-over-year, supported by strong margins and a healthy order book. FY26 revenue is projected to grow 15%-20% with double-digit EBITDA margins, and major projects are on track for significant contributions in FY27.
-
Q1 FY 2026 saw 9.3% revenue and 67% PAT growth, with improved margins and a robust order book of INR 16,582 crore. Guidance remains for 15%-20% revenue growth and double-digit EBITDA margin, with a strategic shift toward private sector and item rate contracts for higher profitability.
Fiscal Year 2025
-
Q4 FY25 saw 4.5% revenue and 51% PAT growth year-over-year, with improved margins. FY25 order book stands at ₹15,775 crore, and FY26 guidance targets 15% revenue growth and double-digit margins, supported by strong private sector focus and robust project pipeline.
-
Q3 FY 2025 saw a 7.26% decline in turnover and 30.10% drop in PAT year-over-year, mainly due to NGT bans in NCR. Management expects FY 2025 revenue growth of 8.5%-9% and guides for 15%+ growth with double-digit margins in FY 2026, supported by a strong order book and project ramp-ups.
-
Q2 FY 2025 saw 12% revenue growth but a 31% PAT decline, with margins pressured by labor shortages, monsoon, and project delays. FY 2025 revenue growth is guided at 15% and margin at 9%, with a strong order book and cautious CapEx.
-
Q1 FY25 saw 20% revenue growth but a sharp margin decline due to labor shortages, monsoon, and project delays. Management expects double-digit EBITDA margins for FY25, with stronger H2, and maintains 15-20% revenue growth guidance. Order book stands at INR 15,500 crore.