DUCONINFRATECHNOLOGIES / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Ducon Infratechnologies · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

2

Consistency

mixed

Question ledger

What was answered, and how?

Udit Gupta · NGA Stop

direct

Details on 5 cr investment disclosure

this particular investment was made in a company called Gpati Indra. Basically uh you know uh you would be aware this uh Dukon is a uh you know resultful company of a demo chain uh which has happened in 2018.

Udit Gupta · NGA Stop

evasive

Revenue breakup between FGD and material handling

we we don't really give a breakdown as per se because it's all part of the infrastructure group uh because they do require a lot of turnkey work both type of projects material handling and all that.

Udit Gupta · NGA Stop

declined

Current order book estimation

That is also we have never talked about that. uh we don't uh release that information. Uh we have never done that um as a company policy.

RV Malotra · individual investor

direct

Status of carbon capture R&D: lab or pilot?

we have done lab validation and we are right now currently doing pilot testing.

RV Malotra · individual investor

direct

Solvent technology developed inhouse or via collaboration?

this is something that we are doing ourselves. Uh we are working with a research lab where we are conducting this research. So this is this would be our own technology. We are not collaborating with anybody.

RV Malotra · individual investor

evasive

Timeline for CCUS revenue contribution

we hope that it happens soon but it's difficult to I I cannot give uh a specific uh timeline but uh we are moving in that direction...

Faraj Sha · Shra Infra tower

evasive

Revenue split: carry forward vs fresh orders

Well see our projects run very long cycles you know they can be two years three years projects... So some of it could be a small portion from new orders and different another bigger portion from existing orders.

Faraj Sha · Shra Infra tower

evasive

Execution delays in Q3 shifting to Q4

Oh yes. So there are always uh you know each project depends on a client... So there are many factors such as that uh you know it's it's very difficult to uh quantify in a you know it's not like a single project or something like that.

Anojak · Oakland Capital Management LLP

partial

Reason for Q3 EBITDA margin of 6.19%

Yes, you're absolutely right. It all depends on u some projects uh mix also.

Anojak · Oakland Capital Management LLP

direct

Fixed vs variable cost structure at scale

in our business our fixed cost is variable cost is basically for the project and the direct cost for that project... So if our revenue grows then our bottom line will increase also because we won't need that much many same engineers...

Anojak · Oakland Capital Management LLP

direct

Any low-margin legacy contracts weighing on margins?

Uh no, we we used to do uh some of those projects in the past but as of right now we are not doing any such projects.

Singhar Raju Ram · Omriti Holdings

partial

IP ownership of CCS technology and royalties

No we are not paying any royalty to anyone. There is no royalty being paid.