Ircon International Limited — PPTs, 22-05-2026: Investor Presentation

IRCON reported FY26 consolidated revenue of 9,071 Cr, a 15.7% decrease year-on-year, with Profit After Tax (PAT) at 592 Cr, falling 18.7%. For Q4 FY26, consolidated revenue was 3,189 Cr (-6.5% YoY) and PAT stood at 191 Cr (-9.6% YoY). Full-year EPS was INR 6.3, and Q4 EPS was INR 2.04. Positively, consolidated EBITDA margin for FY26 improved to 13.5% from 11.5%.

The company's order book is strong at Rs. 24,984 Cr as of March 31, 2026, predominantly domestic (92%) with 78% in Railways and 16% in Highways. Over half (53.9%) of these orders were secured through competitive bidding.

Growth is driven by massive government capital expenditure, including Rs. 12.20 lakh Cr in the Union Budget 2026 for infrastructure. This includes new Dedicated Freight Corridors, PM Gati Shakti Cargo Terminals, and significant outlays for Indian Railways and National Highways, providing robust demand visibility.