Afcons Infrastructure Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Afcons Infrastructure reported a Q4 net loss of INR 89 Cr, its first since 2010, largely due to ~INR 260 Cr one-time provisions and project delays. FY26 revenue fell 5.4% to INR 12,322 Cr, PAT at INR 251 Cr, with EBITDA at 11.7%. Management cited client payment delays and geopolitical issues impacting overseas projects. FY26 new orders totaled INR 4,125 Cr. For FY27, order booking guidance is INR 30,000 Cr (INR 15,000 Cr visible), but no revenue/EBITDA guidance due to uncertainties. Debt reduction is expected in FY27. The company is cautious short-term but confident in long-term fundamentals and its robust project pipeline.