KNR Constructions Limited — Investor Meet, 20-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KNR Constructions reported Q1 FY27 standalone revenue of 436.7 Cr and net profit of 282.3 Cr. Consolidated revenue was 587.9 Cr with net profit of 80.7 Cr. A one-off 46 Cr cash surplus inflated standalone EBITDA margin to 15%; excluding this, margin was around 5.5%.

The company secured a 3,361 Cr coal mining project and divested two HAM assets for 522 Cr. The order book now stands at 15,234 Cr, with 45% from mining and 38% roads. FY27 revenue is targeted at 2,200-2,300 Cr (8-9% EBITDA margin), improving to 3,000 Cr+ in FY28 (11-12% EBITDA). Management is actively pursuing 650 Cr irrigation receivables and considering a buyback.