Rbm Infracon Limited — Investor Meet, 19-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RBM Infracon reported strong FY26 financials: revenue up 53% to ₹492.22 Cr, PAT up 54% to ₹45.28 Cr, and EBITDA margin over 15%. The business quadrupled in two years. For FY27, the company targets ₹700 Cr revenue. RBM has a strong order book over ₹700 Cr, including major contracts like Epitome (₹957 Cr) and ONGC Nandej. Strategic focus areas include flawless execution, maximizing asset utilization, and Middle East expansion. A significant new venture is the semiconductor project with Sujog Global, where RBM will manage infrastructure (30% stake), with capital contribution after three years. Management is confident in its growth trajectory and anticipates mainboard migration soon.