K2 Infragen Limited — PPTs, 27-05-2026: Investor Presentation

K2 Infragen showed robust financial growth in FY26. Revenue from Operations grew 26.2% YoY to INR 185.2 Cr, with PAT increasing 15.7% to INR 13.3 Cr. Diluted EPS also rose 15.0% to INR 10.53. The company maintains a healthy unexecuted order book of INR 424 Cr. Roads & Bridges is the largest segment by revenue, though Power Transmission & Distribution and Water Supply currently dominate the unexecuted order book.

**Growth Drivers or Strategy:** K2 Infragen is strategically diversifying into renewable energy, targeting solar and wind projects. The company plans direct bidding in Transmission and Railway segments and JV bidding for large road/EPC projects. It's investing INR 12 Cr in machinery upgrades and exploring AI/IoT for project monitoring.

**Recent Developments:** The company secured a significant INR 262.1 Cr railway electrification project and a major INR 142.1 Cr highway project in Gujarat. They also entered the renewable energy space with a 2 MW solar project in Haryana.

**Key Financial Metrics:** FY26 Revenue: INR 185.2 Cr (+26.2% YoY). FY26 PAT: INR 13.3 Cr (+15.7% YoY). FY26 Diluted EPS: INR 10.53 (+15.0% YoY). FY26 ROCE: 20.81%. Debt-to-Equity stands at 1.16x.

**Management Commentary / Outlook:** Management targets an additional INR 80 Cr by June 2025, focusing on major road projects (including HAM) through JVs in Gujarat, UP, and Maharashtra. There's a commitment to climate-resilient infrastructure and net-zero energy usage.