KNR Constructions Limited — PPTs, 29-05-2026: Investor Presentation

Here's a concise, retail-friendly summary for KNR Constructions:

**1. Business Performance:** KNR Constructions faced a challenging FY26. Standalone revenue dropped 38% to ₹2,096.7 Cr, with PAT falling 84% to ₹116.1 Cr. Consolidated revenue was down 43% to ₹2,698.0 Cr, and PAT declined 56% to ₹436.9 Cr year-on-year. The company's order book is diversified across Roads, Irrigation, Pipeline, and a substantial 41% from Mining.

**2. Growth Drivers or Strategy:** The company aims to capitalize on India's vast infrastructure development opportunities, planning expansion into Elevated Metro Rail and Railway projects. Growth will also be pursued through strategic Joint Ventures, emphasizing timely project execution and projects requiring higher engineering skills.

**3. Recent Developments:** KNRCL secured major new HAM road projects in Telangana (₹1,734 Cr) and Tamil Nadu (₹2,163 Cr), plus two Hyderabad EPC projects totaling ₹134 Cr. They also signed agreements to divest four HAM SPVs to Indus Infra Trust for ₹1,543.2 Cr, expected by Sept 2026. The current order book of ₹8,672.5 Cr could rise to ₹11,902.5 Cr with new wins.

**4. Key Financial Metrics:** For FY26, standalone EPS was ₹4.13, a significant drop from ₹25.80 in FY25, reflecting the overall profit decline. Consolidated EBITDA margin stood at 26.4%.

**5. Management Commentary / Outlook:** Management's forward-looking plans focus on aggressively pursuing growth in India's infrastructure push, leveraging strategic partnerships, and exploring new high-skill project areas like Metro and Railways, indicating strong demand visibility.