Ahluwalia Contracts (India) Ltd
Ahluwalia Contracts (India) Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
What the Q4 FY26 call signalled
3 of 5 strong
The short version
The order book has nearly doubled in the last two years, providing strong revenue visibility. The company expects 15% to 20% revenue growth for FY27 despite macro headwinds.
From Ahluwalia Contracts (India) Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The order book has nearly doubled in the last two years, providing strong revenue visibility.
- Revenue growth guidance for FY27 is 15%-20%, reflecting a significant ramp-up in execution of large projects.
- Top 3 project executions targeted in FY27: CSMT (~INR 600 crores), Central Vista (~INR 1,000 crores), Dahlias (~INR 400 crores); IJPM execution expected to be modest (~INR 100 crores) due to ongoing design.
- Stable governments in key states and faster project approvals are expected to accelerate execution.
- Order inflow target for FY27 is about INR 8,000 crores, with a balanced split between private and government sectors.
2 more points from Ahluwalia Contracts (India) Ltd's call on revenue
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Profitability & Margins
See what Ahluwalia Contracts (India) Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Ahluwalia Contracts is significantly investing in mechanization due to labor shortages and increasing building complexity.
- Capex for FY27 is planned around INR 274-300 crores, similar to the previous year’s INR 274 crores.
- Over the past 3-4 years, the company has invested INR 400-500 crores in mechanization, with an additional INR 300 crores planned this year.
- Investments include tower cranes, batching plants, concrete pumps, and state-of-the-art passenger hoists.
- Payback period for this capex is about 4-5 years with an expected IRR enhancement of 7%-10% due to lower hiring costs.
- The company is exploring advanced technologies like precast and pre-engineered buildings for labor substitution, targeting implementation over 2-3 years.
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Fundraising & Capital Structure
See what Ahluwalia Contracts (India) Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is strong and has nearly doubled over the past 2 years, providing good revenue visibility.
- Target order inflow for FY27 is about INR 8,000 crores.
- Order inflow in Q4 FY26 was INR 4,300 crores.
- Pipeline impacted by external factors (e.g., war, elections), but company is well-stocked and selective with new orders.
- Approximately 89% of the order book has escalation clauses protecting against inflation and cost increases.
- Focus on bidding for higher-margin contracts and walking away from low-margin or risky projects.
- Private and public sector orders are expected to have roughly an equitable split in new order inflow.
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Ahluwalia Contracts (India) Ltd — Quarterly revenue & net profit
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹1.1K Cr, net profit ₹54 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Ahluwalia Contracts (India) Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Ahluwalia Contracts (India) Ltd Q4 FY26 results?
The order book has nearly doubled in the last two years, providing strong revenue visibility. The company expects 15% to 20% revenue growth for FY27 despite macro headwinds.
What is Ahluwalia Contracts (India) Ltd share price analysis?
Ahluwalia Contracts (India) Ltd currently shows a below-average growth signal. The stock trades at a P/E of 21.1 with a market cap of ₹5,597 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ahluwalia Contracts (India) Ltd planning capital expenditure?
Ahluwalia Contracts is significantly investing in mechanization due to labor shortages and increasing building complexity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.