KNR Constructions Limited — Q1FY27 earnings call summary

Filed 20 August 2026 · Official transcript

Mining capex FY27: INR350-400 Cr; FY28: INR400-600 Cr; Kusmunda project starts Sep 2026
Multiple analyst queries on mining project margins and capex; management expects 6%+ PAT on mining
FY27 EBITDA margin guidance: 8-9%; Q3-Q4 margin expected 11-12%; FY28 margin 12-13%
FY27 revenue guidance: INR2,200-2,300 Cr; FY28 target >INR3,000 Cr
Telangana irrigation receivables INR1,300 Cr; expected recovery INR400-600 Cr in FY27
Battery storage segment under cautious evaluation; no firm revenue guidance
Order book INR15,234 Cr including mining (45%), roads (38%), irrigation (11%), pipeline (6%)
Q1 standalone revenue INR436.7 Cr, EBITDA INR65 Cr (15% margin including one-offs), net profit INR282.3 Cr