Dilip Buildcon Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Dilip Buildcon reported standalone Q1 FY27 revenue of Rs 1,930 crore with EBITDA margin of 10.32%, while order book stood at Rs 27,691 crore and order inflow for the quarter was approximately Rs 268 crore. Management reiterated full-year guidance of 30%-40% revenue growth, an EBITDA margin of 10%-12%, and debt reduction of Rs 600-800 crore, while announcing board approval of a stake sale in under-construction power transmission and solar projects worth about Rs 8,400 crore to Alpha Alternatives. Coal production for the quarter stood at 4.79 million tonnes, with management reaffirming a target of 57 million tonnes by FY29.
Dilip Buildcon reported standalone FY26 revenue of Rs 7,005 crore, down from Rs 9,004 crore in FY25, while consolidated EBITDA stood at Rs 1,766 crore with a 19.6% margin. Management highlighted record order inflows of Rs 18,548 crore for the year, ahead of its original guidance, and detailed progress on its coal MDO operations and InvIT monetization strategy. The company outlined plans to become net debt-free at the standalone level by FY28 while shifting profit contribution increasingly toward long-term annuity assets.