Afcons Infrastructure Ltd (BOM:544280)
₹ 278 -2 (-0.71%) Market Cap: 102.58 Bil Enterprise Value: 129.15 Bil PE Ratio: 71.88 PB Ratio: 1.88 GF Score: 31/100

Full Year 2026 Afcons Infrastructure Ltd Earnings Call Transcript

May 19, 2026 / 05:30AM GMT
Release Date Price: ₹314.6 (-0.77%)

Key Points

Positve
  • Afcons Infrastructure Ltd (NSE:AFCONS) maintained a healthy EBITDA margin of 11.7% despite a challenging year.
  • The company successfully commissioned the HRRL crude oil terminal project at Mundra, showcasing its capabilities in industrial and energy infrastructure.
  • Afcons Infrastructure Ltd (NSE:AFCONS) received recognition from Engineering News Record USA, ranking eighth in the Marine Category globally.
  • The company has a robust order pipeline, with INR15,000 crores of orders including L1 positions expected to convert soon.
  • Afcons Infrastructure Ltd (NSE:AFCONS) has a diversified presence across sectors and geographies, positioning it well for future opportunities.
Negative
  • Afcons Infrastructure Ltd (NSE:AFCONS) reported a net loss of INR89 crores in Q4, marking the first quarterly loss since 2010.
  • The company's revenue declined by 5.4% year-on-year, impacted by slower-than-anticipated ordering activity and project delays.
  • Liquidity constraints at the client level affected execution momentum, leading to project disruptions.
  • Geopolitical developments caused temporary disruptions in overseas projects, impacting revenue growth.
  • The company faced challenges with delayed payments from customers, affecting working capital and execution.
Operator

Ladies and gentlemen, good day and welcome to the Afcons Infrastructure Q4 FY26 Earnings Call hosted by DAM Capital Advisors. (Operator Instructions). Please note that this conference is being recorded. I now hand the conference over to Mr. Kishan Mundra from DAM Capital Advisors. Thank you and over to you, sir.

Kishan Mundra
DAM Capital Advisors - Analyst

Hi. Thanks, Alaric. Good morning, everyone, and a warm welcome to the Q4 FY26 Earnings Call of Afcons Infrastructure. So, today we have the Management with us, which is represented by Mr. Paramasivan Srinivasan, who is the Managing Director; Mr. Ramesh Kumar Jha, the CFO; and Mr. Hitesh Singh, the Head of Corporate Strategy. Now at this point, I will hand over the floor to the Management for their initial remarks, post which we will open the floor for the Q&A. With that, over to you, sir.

Paramasivan Srinivasan
Afcons Infrastructure Ltd - Managing Director, Executive Director

Thank you, Kishan. Good morning, ladies and gentlemen. I welcome all investors,

Already have an account? Log in
Get the full story
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