KNR Constructions Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KNR Constructions reported Q4 FY25 standalone revenue of INR851 Cr, down from INR1,414 Cr YoY, with EBITDA at INR118 Cr (13.8%) and net profit of INR75 Cr. FY25 standalone PAT rose 47% to INR726 Cr on INR3,359 Cr revenue. Consolidated FY25 revenue increased 7% to INR4,753 Cr, EBITDA jumped 55% to INR1,625 Cr (34.2%) and PAT rose 33% to INR1,002 Cr. The order book stands at INR5,052 Cr, executable over 1.5–2 years, with fresh inflows of INR8,000–10,000 Cr expected by FY26-end. Execution guidance is INR2,500–3,000 Cr with 13–14% EBITDA margin. Management flagged a INR25–30 Cr impact from partial damage in a Kerala BOT project but remains focused on diversification across mining, irrigation, and highways, targeting a large pipeline. Capex is modest at ~INR20 Cr for FY26.