IRCON International Ltd (NSE:IRCON)

Q3 2025 Ircon International Ltd Earnings Call Transcript

Feb 12, 2025 / 10:00 AM GMT

Release Date Price: ₹168.6 (-6.26%)

Transcript

Key Points

Positve

IRCON International Ltd (NSE:IRCON) reported a total revenue of INR 2,613 crore for Q3 FY25, maintaining a stable revenue compared to the same period last year.
The company has a substantial order book of INR 22,000 crore, providing a strong pipeline for future projects.
IRCON International Ltd (NSE:IRCON) has a diversified order book with 53% of orders on a competitive basis and 47% on a nomination basis.
The company is actively participating in both domestic and international markets, with 90% of its order book being domestic and 10% international.
IRCON International Ltd (NSE:IRCON) is focusing on expanding its project portfolio by bidding for smaller value projects and specialized jobs in electrical and S&T sectors.

Negative

The company's core EBITDA declined significantly to INR 139 crore from INR 296 crore in the same quarter last year.
IRCON International Ltd (NSE:IRCON) faced a provision for losses in one of its projects amounting to INR 38 crore, impacting profitability.
The company anticipates a decline in profit margins by 1.5% to 2% in the short to mid-term due to competitive market conditions.
Order inflow has been lower than expected, with only INR 1,700 crore secured in the first nine months of the fiscal year.
The company is experiencing high competition in the market, with many projects being bid below estimated costs, affecting future margin expectations.

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

IRCN.NS - Ircon International Ltd
Q3 2025 Ircon International Ltd Earnings Call
Feb 12, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone and welcome to the Q3F 525 poster earnings call of Aircon International Limited. I'm Mike, the moderator for this conference call. From the management side we have with us Mr. Ragini Adwani, director of finance, Mr. Alan Roy Chowdhury, CGM Finance, and Mr. Ram Kumar Goyal, GM Finance.

Please note that this conference call is being recorded at this moment all participants on the listen-only mode. Later we will conduct a question answer session.

At that time, if you have a question, please press star and one on your telephone keypad.

I would like to remind you that some of the statements that will be made in today's discussion may be forward-looking in nature.

It is

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