PNC Infratech Limited — PPTs, 20-05-2026: Investor Presentation

Here is the summary of the investor presentation:

PNC Infratech posted robust FY26 standalone revenue of Rs. 4,633 Cr (PAT Rs. 344 Cr, EBITDA margin 12.6%) and consolidated revenue of Rs. 5,368 Cr (PAT Rs. 832 Cr), largely from Roads (76%). Its orderbook exceeding Rs. 18,000 Cr, 3.9x FY26 revenue, signals strong future visibility.

Growth diversifies into water, railways, and renewable energy (including a ~Rs. 2,000 Cr solar project), plus a Rs. 2,957 Cr mining project. The strategy leverages EPC strength and expands its Hybrid Annuity Model (HAM) portfolio.

Recent wins post March 2026 total Rs. 3,957 Cr, with Rs. 1,091 Cr in orders awaiting appointed dates. The firm also divested 12 road assets for Rs. 9,006 Cr (enterprise value) to recycle capital.

Financials are healthy: standalone Debt/Equity 0.1x, consolidated 0.8x, supported by CARE AA+ credit ratings. Management projects Rs. 8,000-10,000 Cr turnover from current capex, with Rs. 542 Cr equity needed for HAM projects over three years.