Summary of Key Information:
Reporting Period: Quarter and Half-Year ended September 30, 2026
Nature of Filing / Announcement: Outcome of Board Meeting - Financial Results
Audit Opinion:
Limited Review Report issued by Statutory Auditors M S K A & Associates LLP - Unqualified
Key Financial Highlights [₹ crore]:
Consolidated Results:
Quarter Ended September 30, 2026:
- Revenue from Operations: ₹78,750 crore (16% YoY growth from ₹67,984 crore)
- Total Income: ₹81,056 crore
- EBITDA: ₹6,845 crore (1% YoY growth from ₹6,806 crore)
- EBITDA Margin: 8.7% (vs 10.0% YoY)
- Net Profit: ₹5,202 crore (33% YoY growth from ₹3,926 crore)
- EPS: ₹37.81 (Basic), ₹37.80 (Diluted)
Half-Year Ended September 30, 2026:
- Revenue from Operations: ₹146,692 crore (11% YoY growth from ₹131,662 crore)
- Total Income: ₹151,375 crore
- EBITDA: ₹12,961 crore (1% decline from ₹13,124 crore)
- EBITDA Margin: 8.8% (vs 10.0% YoY)
- Net Profit: ₹9,325 crore (24% YoY growth from ₹7,543 crore)
Standalone Results:
Quarter Ended September 30, 2026:
- Revenue from Operations: ₹43,584 crore
- Profit Before Tax: ₹3,999 crore
- Net Profit After Tax: ₹3,370 crore
- EPS: ₹24.50 (Basic), ₹24.49 (Diluted)
Half-Year Ended September 30, 2026:
- Revenue from Operations: ₹79,608 crore
- Profit Before Tax: ₹9,180 crore
- Net Profit After Tax: ₹7,825 crore
Segment-wise Performance [₹ crore]:
Infrastructure & Utilities Segment:
- Order Inflow: ₹35,509 crore (13% YoY decline)
- Customer Revenue: ₹25,133 crore (6% YoY growth)
- EBITDA Margin: 5.7% (vs 6.2% YoY)
- Order Book: ₹361,368 crore
Energy - Conventional Segment:
- Order Inflow: ₹78,413 crore (100%+ YoY growth)
- Customer Revenue: ₹17,285 crore (29% YoY growth)
- EBITDA Margin: 7.4% (vs 8.2% YoY)
- Order Book: ₹286,888 crore
Energy - Green Segment:
- Order Inflow: ₹6,558 crore (45% YoY decline)
- Customer Revenue: ₹11,493 crore (43% YoY growth)
- EBITDA Margin: 6.0% (vs 6.2% YoY)
- Order Book: ₹143,597 crore
Manufacturing & Products Segment:
- Order Inflow: ₹5,778 crore (34% YoY growth)
- Customer Revenue: ₹4,480 crore (34% YoY growth)
- EBITDA Margin: 15.7% (vs 13.5% YoY)
- Order Book: ₹42,881 crore
Technology, Platforms & Services Segment:
- Customer Revenue: ₹14,826 crore (11% YoY growth)
- EBITDA Margin: 19.5% (vs 20.0% YoY)
Financial Services Segment:
- Income from Operations: ₹5,307 crore (27% YoY growth)
- Total Loan Book: ₹136,635 crore (12% growth over March 2026)
- Profit Before Tax: ₹1,319 crore (vs ₹989 crore YoY)
Realty Segment:
- Order Inflow: ₹1,292 crore (12% YoY decline)
- Customer Revenue: ₹225 crore (43% YoY decline)
- EBITDA Margin: 54.3% (vs 67.6% YoY)
- Order Book: ₹18,400 crore
Development Projects Segment:
- Revenue: Nil
- EBIT Loss: ₹16 crore
Order Inflow & Order Book:
- Quarterly Order Inflow: ₹147,665 crore (28% YoY growth)
- International Orders: ₹92,375 crore (63% of total)
- Half-Yearly Order Inflow: ₹255,678 crore (22% YoY growth)
- Consolidated Order Book: ₹853,514 crore (15% growth over March 2026)
- International Order Book Contribution: 54%
Corporate Actions:
- During the quarter, allotted 1,65,811 equity shares of ₹2 each fully paid-up on exercise of stock options by employees
- No dividend declared in this announcement
Other Significant Information:
- International revenues constituted 58% of total revenue in Q2 FY27
- Retail loan book constituted 99% of total loan book in Financial Services segment
- The Company has realigned its portfolio effective April 01, 2026 pursuant to Lakshya 2031 strategic plan
- Green Energy business is in investment phase