RBM Infracon
RBM Infracon Q4 FY26: Order Book ₹700 Cr
Q4 FY26 earnings call: what management said on revenue, margins and capex.
RBM Infracon Q4 FY26 key numbers
- Revenue
- ONGC segment expected to contribute ₹35-40 crores in FY27.
As stated in RBM Infracon's Q4 FY26 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
FY27 revenue target: ₹700 crores (committed target), with a possibility to reach ₹1,000 crores if opportunities materialize. FY26 PAT grew by 54% to ₹45 crores with EPS improving to ₹39.46 from ₹29.1.
From RBM Infracon's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- FY27 revenue target: ₹700 crores (committed target), with a possibility to reach ₹1,000 crores if opportunities materialize.
- FY28 revenue target: ₹900 crores.
- FY29 revenue target: ₹1,120 crores.
- ONGC segment expected to contribute ₹35-40 crores in FY27.
- Incremental production and maintenance revenue from ONGC wells will grow as more wells are drilled and operated.
- The semiconductor project and Middle East projects are long-term growth drivers, with potential revenues starting around 2029-2030.
- Order book is very strong, worth over ₹700 crores executable in the next year, underpinning growth.
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Profitability & Margins
Read what RBM Infracon said on margins in the Q4 FY26 call
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Capital Expenditure Plans
- Semiconductor Project: Initial investment of ₹600 million into land and basic infrastructure; total project cost estimated at ₹2,700 crores. Additional investment of ₹2,000-3,000 crores for infrastructure and ₹3,000-4,000 crores for machinery/technology imported by semiconductor partners. RBM holds 30% stake focused on infrastructure.
- Land acquisition: Acquired 2-3 land parcels in Mumbai and Jamnagar for refinery-related work and labour camp, with possible future consolidation or sale.
- Green Ammonia Project in Oman: Ongoing project with investment in pipeline, equipment erection, and commissioning; potential 20-year project span if phase one is successful.
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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 said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of the first half of FY27, the order book stood at over ₹700 crores, executable over the next one year, marking strong value visibility.
- Current bid pipeline stands at close to ₹3,354 crores across various sectors including refineries, ports, power plants, green energy, and mines.
- Expecting projects worth around ₹1,000 crores, though decision-making has been delayed.
- Largest single contract is the Epitome Industries contract at ₹957 crores.
- Bid of ₹2,300 crores already placed in one process; results awaited.
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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 Q4 FY26 results?
FY27 revenue target: ₹700 crores (committed target), with a possibility to reach ₹1,000 crores if opportunities materialize. FY26 PAT grew by 54% to ₹45 crores with EPS improving to ₹39.46 from ₹29.1.
What is RBM Infracon share price analysis?
RBM Infracon currently shows a neutral. The stock trades at a P/E of 5.7 with a market cap of ₹258 Cr. Investors should review the full earnings analysis for detailed insights.
Is RBM Infracon planning capital expenditure?
Semiconductor Project: Initial investment of ₹600 million into land and basic infrastructure; total project cost estimated at ₹2,700 crores.
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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.