AVP Infracon Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

AVP Infracon reported a stellar H1 FY26: revenue up 79% YoY to INR195.7 Cr, EBITDA 87% higher (22.9% margins), and PAT up 82% to INR23.2 Cr. Management targets FY26 standalone revenue over INR500 Cr and FY27 revenue of INR700-750 Cr, maintaining 20%+ EBITDA margins. The un-executed order book of INR475 Cr provides 18-24 months visibility, complemented by a INR1,500-2,000 Cr bid pipeline. Strategic plans include expanding geographically and growing solar EPC. A INR50-60 Cr QIP is planned for H2 working capital. Management remains confident in growth and disciplined margin maintenance.