RBM Infracon Ltd
RBM Infracon Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
RBM Infracon Ltd Q2 FY26 key numbers
- Revenue
- Internal goal to reach INR 2,000 crore by 2027, with INR 1,000 crore as a milestone.
As stated in RBM Infracon Ltd's Q2 FY26 earnings call transcript · published 8 Jul 2026. Reported figures, not investment advice.
The short version
Targeting INR 1,000 crore minimum topline by FY27 with potential to do more. RBM Infracon aims for significant revenue growth, targeting INR 1,000 crore minimum topline in FY27, up from INR 600-700 crore guidance for FY26.
From RBM Infracon Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting INR 1,000 crore minimum topline by FY27 with potential to do more.
- Internal goal to reach INR 2,000 crore by 2027, with INR 1,000 crore as a milestone.
- Revenue expected to grow about fourfold over three years, with strong momentum from EPC and oil & gas sectors.
- ONGC production enhancement orders and EPC projects like Epitome (INR 957 crore contract) driving growth.
- Order book target of around INR 4,500 crore by FY26 end.
- Second half (H2) of fiscal years generally expected to perform better than H1 due to project execution cycles.
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Profitability & Margins
Read what RBM Infracon Ltd said on margins in the Q2 FY26 call
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Capital Expenditure Plans
- Current CapEx: INR 350 crore is earmarked for capital expenditure including H&BT and refinery projects, as well as advances related to projects and equipment procurement.
- Strategic investments involve engineering, procurement, and construction (EPC) contracts especially in oil & gas sector, refinery, and storage tanks with several ongoing projects (e.g., 92-meter tank order for Nayara).
- Planned capacity increases: Focus on increasing oil production capacity to around 22,000 barrels per month and steady-state margins around 9-10%.
- Future capital infusion: Plans to raise additional equity on the main board to support growth and working capital for expanding operations towards INR 1,000 crore top-line in FY27.
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Top-ranked in Commercial Services & Supplies
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what RBM Infracon Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands around INR 4,500 crore (Page 12).
- Orders from ONGC approximately INR 1,500 crore, with other orders outside ONGC ongoing (Page 20).
- Confident of INR 500 crore to INR 700 crore additional orders in H2 FY26 (Page 16).
- Railway orders of 2-3 expected soon, with good chances of government sector orders including BPCL, ports (Page 6).
- Order backlog includes INR 900 crore from a project related to edible oil refinery and tank work (Page 10).
- Specific pending orders: INR 350 crore order advances expected, with some INR 70 crore billing pending (Page 24).
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What RBM Infracon Ltd's management said in earlier quarters
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Frequently Asked Questions
What were RBM Infracon Ltd Q2 FY26 results?
Targeting INR 1,000 crore minimum topline by FY27 with potential to do more. RBM Infracon aims for significant revenue growth, targeting INR 1,000 crore minimum topline in FY27, up from INR 600-700 crore guidance for FY26.
What is RBM Infracon Ltd share price analysis?
RBM Infracon Ltd currently shows a neutral. The stock trades at a P/E of 5.8 with a market cap of ₹261 Cr. Investors should review the full earnings analysis for detailed insights.
Is RBM Infracon Ltd planning capital expenditure?
Current CapEx: INR 350 crore is earmarked for capital expenditure including H&BT and refinery projects, as well as advances related to projects and equipment procurement.
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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.