Q2 2025 Ahluwalia Contracts (India) Ltd Earnings Call Transcript
Key Points
- Ahluwalia Contracts (India) Ltd (BOM:532811) achieved a turnover of INR1,011.48 crores in Q2 FY25, marking a 12.19% growth compared to Q2 FY24.
- The company has a robust order book of INR16,193.45 crores to be executed over the next 2 to 2.5 years.
- Order inflow for FY25 till September 30, 2024, was significant at INR7,794.37 crores.
- The company is targeting a revenue growth of 15% to 20% for FY26, supported by a healthy order book.
- Ahluwalia Contracts (India) Ltd is focusing on high-potential sectors like airports and industrial projects, which are expected to drive future growth.
- The company's PAT for Q2 FY25 decreased by 30.63% compared to Q2 FY24, indicating a decline in profitability.
- EBITDA margin dropped to 7.25% in Q2 FY25 from 9.96% in Q2 FY24, reflecting margin pressure.
- The labor shortage continues to be a significant issue, impacting project execution and margins.
- Prolonged monsoons and election-related disruptions have affected project timelines and labor availability.
- Fixed price contracts, which constitute 15% of the order book, are expected to be completed by March, potentially impacting future revenue streams.
Ladies and gentlemen, good day, and welcome to the Ahluwalia Contracts India Limited Q2 FY25 earnings conference call hosted by Ambit Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Dhruv Jain from AMBIT Capital. Thank you, and over to you, sir.
Thank you. Hello, everyone. Welcome to the Q2 FY25 earnings call of Ahluwalia Contracts India Limited. From the management side today, we have with us Mr. Shobhit Uppal, Deputy Managing Director; Mr. Vikas Ahluwalia, Director; and Mr. Satbeer Singh, Chief Financial Officer.
Thank you, and over to you, sir, for your opening remarks.
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Thank you, Dhruv. Good afternoon, everybody. Ahluwalia Contracts India Limited has announced financial results for Q2 FY25. During this quarter, Q2 FY25, the company has
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