SRM Contractors Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SRM Contractors delivered a stellar Q3 FY26: Revenue surged 50% YoY to INR 231 Cr, EBITDA grew 72% to INR 45 Cr (19% margin), and PAT rose 51% to INR 24 Cr. Management expects consolidated revenue over INR 1,100 Cr in FY26 and INR 1,500 Cr+ in FY27, targeting 10-11% PAT margins. The standalone order book stands at INR 1,400 Cr, with MIPL adding INR 282 Cr. A bid pipeline over INR 4,000 Cr provides strong visibility, with a target INR 3,000 Cr order book by June '26. Strategic focus on niche infrastructure and international expansion in GCC, supported by a planned INR 100-130 Cr equity fundraise.