Ahluwalia Contracts (India) Limited (532811) Earnings Call Transcripts

Ahluwalia Contracts (India) Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Ahluwalia Contracts (India) Limited reported a turnover of INR 1,322.30 crores, reflecting an 8.76% year-over-year growth, while PAT declined by 3.63% to INR 80.14 crores. The company achieved an EPS of INR 11.96, with an EBITDA margin of 9.35%. Management provided guidance for FY '27, projecting revenue growth of 15% to 20% and indicating a target order inflow of INR 8,000 crores. The outlook suggests a focus on improving margins despite ongoing inflationary pressures and labor shortages.

Reported metrics

Guidance from management

Management provided guidance for FY '27, expecting revenue growth of 15% to 20% and targeting an order inflow of INR 8,000 crores. They expressed confidence in achieving double-digit margins despite ongoing challenges.

What management said

So Shravan, yes, the order execution will ramp up now. We have stocked up as far as our order book is concerned. We are giving a guidance of 15% to 20% in this year. And as far as the order inflow is concerned, target is about INR 8,000 crores.

[indiscernible] order book here or because we are well stocked up of [indiscernible] nearly a percentage point of our guidance, but to [indiscernible] primarily due to what [indiscernible] I don't think, I mean [indiscernible]

What analysts pressed on

Analysts expressed concerns regarding the sustainability of margins amid rising costs and labor shortages. There were questions about the impact of external factors, such as inflation and geopolitical tensions, on future performance.

Main topics on the call

• Revenue Growth — Ahluwalia Contracts achieved a turnover of INR 1,322.30 crores in Q4 FY '26, up 8.76% from the previous year. Management stated, 'We are giving a guidance of 15% to 20% in this year.'
• Profitability Concerns — The company reported a decline in PAT to INR 80.14 crores, down 3.63% YoY. The EBITDA margin also decreased to 9.35% from 10.17% in the prior year, indicating pressure on profitability.
• Order Book Strength — The net order book as of March 31, 2026, stands at INR 21,096.31 crores, with management noting, 'Total order inflow during FY '26 was INR 10,257.39 crores.' This positions the company for future growth.
• Guidance for FY '27 — Management has set a revenue growth target of 15% to 20% for FY '27, alongside a target order inflow of INR 8,000 crores. They expressed confidence in achieving this despite macroeconomic challenges.

Read the full Ahluwalia Contracts (India) Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 Ahluwalia Contracts (India) Limited earnings call transcripts on record, spanning February 14, 2020 to June 1, 2026. Based on this history, Ahluwalia Contracts (India) Limited reports quarterly. The most recent call on file is dated June 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532811

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Construction and Engineering

Calls on record

22

First call

February 14, 2020

Most recent

June 1, 2026

Reporting cadence

quarterly