Ashoka Buildcon Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Ashoka Buildcon reported flat standalone total income of Rs 1,320 crores for Q1 FY27 with EBITDA down 17% year-on-year at a 9.5% margin, while consolidated numbers declined due to prior monetization of BOT and HAM assets. Management lowered its full-year growth guidance from 20% to 10-15% citing supply chain uncertainties, and reduced EBITDA margin guidance by 0.5%. The company reported new order wins in Guyana and Chhattisgarh during the quarter and discussed progress on monetizing its HAM and BOT asset portfolio.
Ashoka Buildcon reported a decline in FY26 standalone total income to Rs 5,952 crore from Rs 7,188 crore in FY25, with EBITDA margins improving to 10.7%. Management attributed weaker execution during the year to project delays, price escalation pressures and ECL provisions, while highlighting new order wins in Saudi Arabia, Angola, Liberia and Bihar. The company also discussed progress on monetizing HAM and BOT assets and provided an order book position of Rs 15,312 crore as of March 31, 2026.