Dilip Buildcon Ltd (BOM:540047)

Q1 2027 Dilip Buildcon Limited Earnings Call Transcript

Aug 11, 2026 / 05:30 AM GMT

Release Date Price: ₹420.1 (-5.34%)

Transcript

Key Points

Positve

Dilip Buildcon Ltd (BOM:540047) reported a 26% year-on-year increase in standalone profit before exceptional items and tax, reaching Rs 72 crore in Q1 FY27, with EBITDA margin expanding to 10.32%.
The company maintains a robust order book of Rs 27,691 crore, diversified across 12 verticals, with a substantial long-term contracted revenue pool of approximately Rs 1.03 lakh crore from its mining sector beyond the reported order book.
Dilip Buildcon Ltd (BOM:540047) completed three HAM projects worth Rs 1,700 crore ahead of schedule, reinforcing its track record of nearly 90% early completion across its project portfolio.
The board approved a stake sale in under-construction power transmission and solar projects (combined project cost of ~Rs 8,400 crore) to Alpha Alternatives, which will co-invest 49% during construction, significantly reducing Dilip Buildcon Ltd (BOM:540047)'s equity commitment and supporting debt reduction.
The company's multi-asset platform is progressing well, with plans to transfer 11 HAM assets to its InvIT, requiring less than Rs 81 crore of incremental equity while generating inward units valued at approximately Rs 1,750 crore, and management reaffirmed its guidance for 30-40% revenue growth and debt reduction of Rs 600-800 crore for FY27.
Dilip Buildcon Ltd (BOM:540047) was declared the L1 bidder for a Rs 2,524 crore water and irrigation project in Chhattisgarh, strengthening its strategic focus in this vertical.

Negative

Order inflows in Q1 FY27 were weak at approximately Rs 268 crore, reflecting a slow awarding cycle in the first quarter due to recalibration of the Bharatmala pipeline and process-related delays.
Consolidated revenue declined to Rs 2,378 crore in Q1 FY27 from Rs 2,620 crore in Q1 FY26, and consolidated profit after tax fell to Rs 128 crore from Rs 271 crore, partly due to a one-time exceptional gain in the base quarter.
Standalone net debt increased to Rs 2,106 crore as of 30 June 2026 from Rs 1,880 crore as of 31 March 2026, driven by a seasonal buildup in working capital, with working capital days rising marginally to 133 days.
Global uncertainties around crude prices continue to weigh on fuel, bitumen, and related input costs, while working capital cycles across the industry remain elongated and administrative delays on project approvals and payments persist.
The company's debt reduction progress has been slower than initially envisioned under its DBL 2.0 strategy, partly due to low order books over the past 2.5 years leading to lower revenue and profitability, and significant investments of over Rs 1,200 crore into assets from its own books.
Coal production ramp-up is facing challenges, with Q1 FY27 production at 4.79 million tons, and the company acknowledged a strike between PSPCL and employees at the Pachwada project, though it was resolved.

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

DIBL.NS - Dilip Buildcon Limited
Q1 2027 Dilip Buildcon Limited Earnings Call
Aug 11, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to Delhi Billcon Limited's Q1 FY 2027 Earnings Conference Call.

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 this conference call, please signal an operator by pressing then 0 on your touch-tone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Aishit Salient from AdFactors.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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