Ahluwalia Contracts (India) Ltd (BOM:532811)

Q2 2026 Ahluwalia Contracts (India) Ltd Earnings Call Transcript

Nov 17, 2025 / 09:30 AM GMT

Release Date Price: ₹981.25 (+11.22%)

Transcript

Key Points

Positve

Ahluwalia Contracts (India) Ltd (BOM:532811) reported a significant growth in turnover and profit, with a 16.39% increase in turnover and a 106.07% increase in profit after tax (PAT) compared to the previous year.
The company's EBITDA margin improved to 10.92% from 7.25%, and PAT margin increased to 6.63% from 3.75% year-over-year.
The company has a strong order book of INR 18,057.60 crores to be executed over the next 2.5 years, indicating a healthy pipeline of projects.
Ahluwalia Contracts is focusing on digitization and mechanization to improve efficiency and reduce dependency on labor, which is expected to enhance operational performance.
The company is confident in maintaining a 15-20% revenue growth and double-digit EBITDA margins for the full year, indicating a positive outlook for future performance.

Negative

The company faces challenges due to the NCR ban, which impacts approximately 40% of its order book, creating uncertainty in project execution timelines.
There is a continuous challenge with labor availability and skill shortages, which could affect project timelines and costs.
The company has experienced an increase in employee costs due to increments and arrears, which may impact profitability if not managed effectively.
Some projects, such as the DLF project, have faced delays due to external factors like heavy rains, which could affect revenue recognition timelines.
There are concerns about potential payment delays in Maharashtra due to GST revisions, although the company expects this to be resolved in due course.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AHLU.NS - Ahluwalia Contracts (India) Ltd
Q2 2026 Ahluwalia Contracts (India) Ltd Earnings Call
Nov 17, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, Kati, and welcome to the Aluwalia Contracts Limited India Q2 FY26 earnings conference call hosted by Ambit Capital Private Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your a phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Suh Bora from Ambit Capital Private Limited.

Thank you and over to you, sir.

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