Investor Presentation

Here is the summary of the attached file: **1. Financial Highlights:** Afcons Infrastructure posted strong Q1 FY26 results: Total Income ₹3,419 Cr (+6% YoY), EBITDA ₹445 Cr (+20% YoY, 13.0% margin), PAT ₹137 Cr (+50% YoY, 4.0% margin). A substantial order book of ₹35,311 Cr provides revenue visibility.

Net Debt to Equity stands at a healthy 0.5x. **2. Strategic Initiatives & Growth Drivers:** The company prioritizes sustainable growth through large, complex projects and expanding its global footprint, notably in high-growth markets.

Strengthening its strategic equipment base and optimizing operational efficiency are key drivers for future expansion. **3. Business Developments:** Afcons achieved its highest-ever pending order book (~₹36,900 Cr), signaling a robust project pipeline.

Its diversified portfolio across multiple infrastructure segments and a strong government client base ensure stable project flow. **4. Market Position & Competitive Advantage:** As the Shapoorji Pallonji Group's flagship EPC firm, Afcons leads in "extreme engineering," holding high global rankings.

A Crisil AA-/Stable upgrade and robust risk/contracts management systems further solidify its competitive edge. **5. Investor Implications:** Strong Q1 FY26 performance with significant growth and margin expansion suggests positive growth potential.

The substantial order book provides long-term revenue visibility.

Afcons' efficiency, healthy balance sheet, and specialized expertise position it favorably in the sector.