GPT Infraprojects Ltd

📈 GPT Infraprojects Updates Order Book, Expands Capacity, and Maintains Steady Guidance

- Unexecuted order book of ₹4,415 Cr as of December 31, 2025.

- L1 contract of ₹1,201 Cr, with GPT's share at 40% (₹480 Cr).

- Order inflow target for FY26 raised from ₹2,000 Cr to ₹2,500 Cr.

- Acquisition of Alcon Builders provides entry into railway signaling EPC market, estimated at $1.5 billion.

- Indian Railways planning capital outlay of ₹1 trillion over next 6 years.

- Long-term margin guidance of over 13%.

- Full-year revenue guidance maintained at ₹1,400 Cr.

- Interest cost expected below ₹30 Cr for the year.

- Q3 FY26 consolidated revenue: ₹283.9 Cr (up 2% YoY).

- 9-month consolidated revenue: ₹875.2 Cr.

- Estimated ₹45-50 Cr revenue deferred from Q3 to Q4 due to monsoon and festivals.

- Q3 consolidated EBITDA: ₹41.8 Cr.

- 9-month consolidated EBITDA: ₹130.3 Cr.

- Alcon Builders has unexecuted order book of ₹200 Cr and EBITDA margins of approximately 22%.