Afcons Infrastructure Ltd (BOM:544280)

Q2 2026 Afcons Infrastructure Ltd Earnings Call Transcript

Nov 13, 2025 / 08:30 AM GMT

Release Date Price: ₹415.1 (-1.46%)

Transcript

Key Points

Positve

Afcons Infrastructure Ltd (NSE:AFCONS) reported a revenue growth of 3.4% year-on-year for the first half of FY26, reaching 6,520 crores.
EBITDA increased by 6% to 846 crores, with an improved margin of 13%, reflecting a 30 basis point improvement.
The company has a strong project pipeline of around 3.6 trillion spread across segments and geographies.
Afcons Infrastructure Ltd (NSE:AFCONS) achieved significant milestones in complex engineering projects, such as the Mumbai-Ahmedabad high-speed rail and various MRTS projects.
The company expects a significant uptick in order flow in the second half of the year, with a pending order book of 32,681 crores.

Negative

Profit after tax decreased to 105 crores in Q2 FY26 from 135 crores in the same period last year.
The pace of project awards has moderated, impacting revenue growth expectations, which have been revised down to 10% from the earlier guidance of 20%.
Execution of some projects was temporarily impacted by prolonged monsoon and natural calamities.
Persistent liquidity issues with certain clients have led to delays in certification and payments, affecting working capital.
Finance costs have increased due to higher average borrowing costs and a rise in interest-bearing advances.

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

AFCN.NS - Afcons Infrastructure Ltd
Q2 2026 Afcons Infrastructure Ltd Earnings Call
Nov 13, 2025 / 08:30AM 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 the Acons Infrastructure Limited Q2NH1 FY26 earnings conference call hosted by Dam Capital Advisors Limited. As a reminder, all participant clients 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 touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Miss Bika Nair from Dam Capital.

Thank you and over to you, ma'am.

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Unidentified_2 [2]

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