Afcons Infrastructure Limited — PPTs, 13-02-2025: Investor Presentation

**Financial Highlights:** Afcons Infrastructure reported a total income of ₹3,332 Cr in Q3 FY25, reflecting a 4.7% year-over-year increase. Operating income for the first nine months of FY25 reached ₹9,635 Cr, down 2.1% compared to the previous year. The EBITDA for Q3 was ₹448 Cr, marking a 14.1% increase year-over-year, with an EBITDA margin of 13.5%. Profit After Tax (PAT) for Q3 FY25 was ₹149 Cr, a 35.7% growth year-on-year, resulting in a PAT margin of 4.5%.

**Strategic Initiatives and Growth Drivers:** The company focuses on large, complex project tenders to optimize margins. There’s a continued emphasis on enhancing project execution capabilities by growing their talent pool and strategically investing in equipment.

**Business Developments:** The order inflow for the first nine months of FY25 amounted to ₹14,603 Cr, leading to a robust order book of ₹38,021 Cr as of December 2024, excluding L1.

**Market Position and Competitive Advantage:** Positioned as a leading infrastructure engineering firm, Afcons benefits from its extensive experience across diverse sectors, enhancing its competitive edge in achieving project execution.

**Investor Implications:** The significant increase in Q3 PAT and robust order book present a positive outlook. Continuous investment in key capabilities and strategic project targeting may further enhance growth opportunities for investors, making Afcons a potential growth-driven company in the infrastructure space.