Ashoka Buildcon Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ashoka Buildcon navigated a "transition year" in FY26, with Q4 standalone revenue down 10% YoY to 1,819 Cr (PAT 49 Cr). Full-year revenue was 5,952 Cr (down 17%, PAT 320 Cr). Q4 EBITDA margins were 9.2%, impacted by 28 Cr provisions. Management targets 20% revenue growth and 9.5-10.5% EBITDA margins for FY27.

New orders totaling over 3,000 Cr (incl. Saudi hotel, Angola, Liberia, Bihar bridge) bolster the 15,312 Cr order book. FY27 order inflow goal is 8,000-10,000 Cr. Monetization of 4 HAM assets expected by June (750+ Cr inflow), 2 by December (400 Cr inflow). Working capital is expected to normalize. Management is optimistic about accelerated execution and balance sheet strengthening.