Afcons Infrastructure Ltd — earnings calls

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.