• Event Type: Q2 and H1 FY27 Earnings Conference Call held on November 5, 2026, to discuss unaudited financial results for the quarter and half year ended September 30, 2026.
• Management Participants: Mr. Atul Tantia, Joint Managing Director and Chief Financial Officer of GPT Infraprojects Limited, represented the management. The company was assisted by Cygnus Partners, their new Investor Relations firm.
• Financial Performance Highlights:
- Q2 FY27 Standalone: Revenue from operations at ₹275 crore (up 2% YoY), EBITDA at ₹44 crore (up 17.7% YoY), EBITDA margin at 16% (expanded 215 bps), PAT at ₹20 crore (7.3% margin)
- H1 FY27 Standalone: Revenue at ₹557 crore, EBITDA at ₹83 crore (up 13.4% YoY), EBITDA margin at 14.9% (expanded 227 bps), PAT at ₹42 crore (7.6% margin)
- Q2 FY27 Consolidated: Revenue at ₹291 crore (up 5% YoY), EBITDA at ₹41 crore (up 4.5% YoY), EBITDA margin at 14.2%, PAT at ₹18 crore (6.3% margin)
- H1 FY27 Consolidated: Revenue at ₹594 crore, EBITDA at ₹89 crore (up 16.1% YoY), EBITDA margin at 15% (expanded 203 bps), PAT at ₹43 crore (7.2% margin)
• Order Book & Business Developments:
- Outstanding order book as on date: ₹5,373 crore (4.3x FY26 revenues)
- Significant Q2 orders: ₹484 crore railway infrastructure order from RVNL for Mahanadi bridge in Odisha
- Alcon Builders & Engineers (wholly-owned subsidiary) secured multiple signaling contracts aggregating ₹428 crore, taking Alcon's order book to ₹480 crore
- African subsidiary secured 5-year contract valued at ₹385 crore from Transnet Freight Rail
• Segment Performance:
- Infrastructure Segment: Q2 revenue ₹262 crore (90% of total), EBIT ₹33 crore (92% of total), order book ₹4,521 crore
- Concrete Sleeper Segment: Q2 revenue ₹30 crore (10% of total), EBIT ₹2.5 crore, order book ₹852 crore (highest ever)
• Guidance & Outlook:
- FY27 revenue target: ₹1,600+ crore (25% growth)
- H2 FY27 expected revenue: ~₹1,000 crore (~40% growth over H1)
- FY27 order inflow target: Minimum ₹3,000 crore (already secured ₹1,490 crore in H1)
- Expected EBITDA margins: 14-15% on consolidated basis
- Alcon expected revenue: ₹150 crore in FY27 (₹30 crore EBITDA at 20% margins)
- Africa operations expected contribution: ₹80 crore in FY27
• Dividend Declaration: Board proposed interim dividend of ₹1 per share (10%) with record date of November 11, 2026.
• Cash Flow & Working Capital: Net cash flow from operations for H1 FY27 stood at ₹54 crore compared to ₹12 crore in corresponding period last year (5x improvement).
• Compliance Statement: The conference call included forward-looking statements that may involve risks and uncertainties. Investors were referred to the Investor Presentation and other filings on the company's website and stock exchanges for more details.
Additional Notes Section
• Attachment: The regulatory filing included the complete transcript of the conference call held on November 5, 2026.
• Financial Data: Comprehensive financial data was disclosed in the conference call transcript, including revenue, EBITDA, PAT, segment performance, and order book details.