Highway Infrastructure Limited — PPTs, 01-06-2026: Investor Presentation

Here's a summary of Highway Infrastructure Limited's investor presentation:

**Business Performance:**

Highway Infrastructure Limited reported a strong financial year with consolidated Total Income growing 25.6% YoY to Rs. 633.4 Cr. Consolidated EBITDA saw a healthy 28.4% YoY increase to Rs. 51.5 Cr, and Profit After Tax (PAT) surged by 42.0% YoY to Rs. 31.8 Cr. The company's revenue is driven by Tollway Collection (73.7%), EPC Infra (19.8%), and Real Estate & Others (6.5%).

**Growth Drivers or Strategy:**

The company is focused on expanding its presence in adjacent infrastructure verticals, including commercial leasing and real estate monetization, and exploring renewable energy projects. A key strategy is to leverage its strong order book, which grew 113% YoY to Rs. 1,133 Cr, to fuel revenue growth and provide visibility for the next two years. They are also selectively expanding their geographical footprint into high-growth states.

**Recent Developments:**

The company achieved a significant milestone with its order book surpassing the Rs. 1,000 Cr target. They have also secured substantial order wins in the last six months, potentially doubling their executable pipeline.

**Key Financial Metrics:**

Consolidated Total Income for FY26 was Rs. 633.4 Cr (up 25.6% YoY). Consolidated EBITDA stood at Rs. 51.5 Cr (up 28.4% YoY). Consolidated PAT was Rs. 31.8 Cr (up 42.0% YoY). The Debt-to-Equity ratio improved to 0.45x, and Return on Equity was 18.4% as of March 2026.

**Management Commentary / Outlook:**

Management highlights strong government support for road infrastructure development and a growing toll collection market as key tailwinds. The company aims to strategically expand into new regions, diversify its project portfolio, and maintain a balanced mix of EPC and Tollway projects for sustained revenue growth. They also emphasize maintaining a disciplined balance sheet to support future growth.