Ahluwalia Contracts (India) Ltd (BOM:532811)
₹ 843 +7.05 (+0.84%) Market Cap: 56.47 Bil Enterprise Value: 48.83 Bil PE Ratio: 21.24 PB Ratio: 2.74 GF Score: 88/100

Q4 2026 Ahluwalia Contracts (India) Ltd Earnings Call Transcript

Jun 01, 2026 / 10:00AM GMT
Release Date Price: ₹764.3 (-2.93%)

Key Points

Positve
  • Ahluwalia Contracts (India) Ltd (BOM:532811) achieved a turnover growth of 11.38% in FY26 compared to FY25.
  • The company reported a significant PAT growth of 31.17% in FY26 compared to the previous year.
  • The net worth of the company has crossed INR2,000 crores as of March 31, 2026.
  • The net order book stands at INR21,096.31 crores, providing strong visibility for the next 24 to 30 months.
  • The company is targeting a 15% to 20% growth in order execution for FY27, indicating a positive outlook.
Negative
  • The company's PAT decreased by 3.63% in Q4 FY26 compared to Q4 FY25.
  • EBITDA margin declined to 9.35% in Q4 FY26 from 10.17% in Q4 FY25.
  • There are concerns about labor shortages and increased mechanization costs impacting margins.
  • The company faces challenges from inflation and supply chain disruptions due to geopolitical tensions.
  • There is uncertainty regarding the execution timelines of certain projects due to design changes and administrative delays.
Operator

(audio in progress) Contracts India Limited Q4 FY26 Earnings Conference Call posted by Ambit Capital Private Limited. (Operator Instructions)

Please note that this conference is being recorded. I now hand the conference over to Mr. Sudeep Bora from Ambit Capital. Thank you, and over to you, sir.

Sudeep Bora
Ambit Capital Pvt Ltd - Analyst

Good afternoon, everyone. On behalf of Ambit Capital, I thank the management of Ahluwalia Contracts India Limited for the opportunity to host the Q4 FY26 earnings conference call. To discuss the results, I'm pleased to welcome Mr. Shobhit Uppal, Deputy Managing Director; Mr. Vikas Ahluwalia, Director; and Mr. Satbeer Singh, Chief Financial Officer.

Now I invite the management to take us through the key highlights of the quarter, post which we'll open up for Q&A. Thank you, and over to you, sir.

Shobhit Uppal
Ahluwalia Contracts - Deputy Managing Director

Thank you so much. Good afternoon, everybody. Thank you for joining in on this investor call. Ahluwalia

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