KNR Constructions Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
KNR Constructions reported Q1 FY27 consolidated revenue of Rs 587.9 crore with EBITDA margin of 16.4% and net profit of Rs 80.7 crore, aided by a one-off cash surplus from the Ramagiri and Palani SPV divestments. Management said the total order book including two recently won HAM projects and a mining project stood at Rs 15,234 crore, with mining now comprising 45% of the order book. Management also discussed progress on the Kusmunda coal mining project, capex plans for FY27 and FY28, and ongoing discussions with the Telangana government on outstanding irrigation receivables.
KNR Constructions reported Q4 FY26 standalone revenue of Rs 535 crore with EBITDA margin of 5.3%, and full year FY26 standalone revenue of Rs 2,097 crore with EBITDA margin of 8.5%. The company won two new HAM projects worth a combined Rs 3,897 crore during the quarter, taking the total order book including HAM projects to Rs 11,903 crore. Management discussed pending receivables from the Telangana government, targeted order inflows of Rs 8,000-10,000 crore for FY27, and expected EBITDA margins to moderate to around 10-11% on newer orders due to competitive bidding.