HEC Infra Projects Limited — PPTs, 17-11-2025: Investor Presentation

Here's a concise summary of HEC Infra Projects' investor presentation:

**1. Business Performance:**

HEC Infra delivered robust Q2 FY26 results: Total Income jumped 76.28% YoY to ₹40.82 Cr. EBITDA surged 94.94% YoY to ₹3.86 Cr (margin 9.45%), with Net Profit up 72.88% YoY to ₹2.23 Cr (margin 5.47%). H1 FY26 also saw strong growth with Total Income at ₹68.74 Cr and Net Profit at ₹3.56 Cr.

**2. Growth Drivers or Strategy:**

The company focuses on high-return, short-tenure EPC projects (6-12 months) and expanding its core T&D and substation footprint. Strategic initiatives include scaling water treatment solutions, aligning with national electrification programs (like Green Hydrogen Mission), and pursuing Battery Energy Storage System (BESS) projects. This aligns with India's significant power sector investments and rapid growth in renewables.

**3. Recent Developments:**

HEC Infra secured new orders worth ₹62.53 Cr in Q2 FY26. Key wins include a ₹28.75 Cr substation & UG cable project and a ₹21.70 Cr water distribution station project. Notably, the company entered the energy-storage EPC domain with a BESS project for Advait Energy Transitions Ltd.

**4. Key Financial Metrics:**

The order book stands strong at ₹326 Cr (as of March 2025), with ₹202.78 Cr unexecuted, ensuring revenue visibility for 12-18 months. Q2 FY26 EPS stood at ₹2.06. FY25 ROE was 17.40% and ROCE 16.32%.

**5. Management Commentary / Outlook:**

Management is optimistic, targeting backward integration through selective acquisitions and leveraging government push for smart, green grids. Strong order book and diversified expertise position HEC Infra well for future growth in India’s expanding infrastructure and clean energy landscape.