Ahluwalia Contracts (India) Limited — Investor Meet, 05-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ahluwalia Contracts reported 4QFY25 revenue of Rs. 1,215.84 Cr, up 4.5% YoY, with PAT surging 51.4% to Rs. 83.16 Cr. EBITDA margin improved to 10.17%, PAT margin to 6.74%. FY25 revenue rose 6.3% to Rs. 4,098.62 Cr, while PAT declined to Rs. 201.51 Cr. Net order book stands at Rs. 15,775 Cr, with Rs. 8,436 Cr order inflows in FY25 and Rs. 7,000–8,000 Cr target for FY26. Revenue growth guidance is 15%, supported by better execution and high-rise projects requiring Rs. 200 Cr capex. Margin pickup expected with healthier orders; double-digit EBITDA margin targeted. Challenges include labor shortages and festive disruptions. Private projects are 58% of orders, likely rising to 60%. Management confident on margin sustainment amid cautious growth outlook.