Afcons Infrastructure Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Afcons reported Q1 FY27 total income of Rs 2,727 crore, down from Rs 3,419 crore a year earlier, with EBITDA margin at 9.6% and profit after tax of Rs 30 crore. Management attributed the decline to execution delays from land handover issues, labor shortages, pending clearances, and adverse weather on marine projects, alongside continued liquidity tightness and moderate collections. The company reported order inflows of Rs 13,219 crore during the quarter and an order book of Rs 43,290 crore, including the Croatia railway project and the Vadhvan Port project among recent wins.
Afcons reported a net loss in Q4 FY26, its first quarterly loss since it began publishing quarterly numbers, alongside a full-year revenue decline of 5.4% to Rs 12,322 crore. Management attributed the weak quarter to delayed customer payments, geopolitical disruptions affecting overseas supply chains, project-specific provisions, and a one-time Labor Code related charge. The company declined to provide FY27 revenue or margin guidance, citing continued uncertainty, while guiding to Rs 30,000 crore of new order bookings for the year.