Ahluwalia Contracts (India) Ltd (BOM:532811)

Q3 2025 Ahluwalia Contracts (India) Ltd Earnings Call Transcript

Feb 12, 2025 / 10:30AM GMT

Release Date Price: ₹707.85 (-2.53%)

Transcript

Key Points

Positve

Ahluwalia Contracts (India) Ltd (BOM:532811) has a healthy order book of INR16,258.44 crores to be executed over the next three years.
The company has achieved a total order inflow of INR7,794.37 crores during FY25.
Ahluwalia Contracts (India) Ltd is expecting a double-digit margin in FY26, indicating potential profitability improvement.
The company is strategically maintaining an equitable distribution between public and private sector projects, aiming for a 50-50 ratio.
Ahluwalia Contracts (India) Ltd is undergoing a digital transformation, including SAP implementation, to enhance operational efficiency.

Negative

The company reported a negative growth of 7.26% in turnover and 30.10% in PAT during Q3 FY25 compared to Q3 FY24.
EPS for Q3 FY25 decreased to INR7.37 from INR10.55 in Q3 FY24.
EBITDA margin for Q3 FY25 dropped to 8.8% from 10.90% in the previous year.
The company faced significant disruptions due to the NGT ban in the NCR region, affecting 33% of its order book.
Labor availability continues to be a challenge, impacting project execution and costs.

Operator

Ladies and gentlemen, good day, and welcome to the Q3 FY25 earnings conference call of Ahluwalia Contracts India Limited hosted by Amit Capital. (Operator Instructions)

I now hand the conference over to Ms. Margaret Mishra from Ambit Capital. Thank you, and over to you, ma'am.

Margaret Mishra

Ambit Capital - Analyst

Good afternoon. On behalf of Ambit Capital, I thank the management of Ahluwalia Contracts India Limited for the opportunity to host our Q3 FY25 earnings call. We have the following members of management with us today. Mr. Shohbit Uppal, Decut Director Mr. Ricard Adewale, Director; and Mr. Tal Bersin, Chief Financial Officer.

I will now hand over the call to the management, Mr. Sobel, Deputy Managing Director to walk us through the quarter. Thank you all, and over to you, sir.

Shobhit Uppal;India;Ltd;Deputy Managing Director

Ahluwalia Contracts;Whole Time Director

()- -

Thank you, Margaret. Good evening, everybody. Ahluwalia

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.