Ahluwalia Contracts (India) Limited — Investor Meet, 21-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Ahluwalia Contracts delivered robust 1QFY26 performance: Turnover rose 9.3% to Rs. 1,004.88 Cr, while PAT jumped 67% to Rs. 51.11 Cr, with EBITDA margin improving to 8.59%. The order book is strong at Rs. 16,582.09 Cr (June 30, 2025), and FY26 order inflow already at Rs. 3,889.06 Cr. Management projects double-digit EBITDA margins and 15-20% revenue growth for FY26, with H2 expected to drive performance. Key projects like CST and DLF's Dahlias are gaining momentum. The company is strategically shifting focus to higher-margin private sector and item-rate contracts (63% private, 55% item-rate in order book). The outlook remains confident for sustained growth.