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Revenue
₹283.9 Cr
verified against source
Revenue YoY
2%
reported change
EBITDA
₹41.8 Cr
latest reported figure
Source
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record provenance
Actual signal trajectory
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What the record says.
GPT Infraprojects reported Q3 FY26 consolidated revenue of ₹283.9 crore, up ~2% YoY, with EBITDA of ₹41.8 crore and PAT of ₹20.2 crore. Execution was muted due to extended monsoon and festivals, deferring ~₹45-50 crore revenue to Q4. The company acquired Alcon Builders (signaling EPC) for ₹154 crore (net ~₹100 crore after cash), adding a 22% EBITDA margin business with ₹200 crore order book. Order inflow guidance was raised to ₹2,500 crore for FY26, with total order book at ₹4,415 crore (ex-L1). Management expects Q4 revenue of ~₹500 crore to achieve ~20% full-year growth. Risks include execution ramp-up in Q4 and integration of Alcon.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects full-year revenue of ~₹1,400 crore, implying ~20% YoY growth, driven by Q4 execution of ~₹500 crore.
- Revised upward from ₹2,000 crore due to strong YTD inflows and L1 position of ₹480 crore.
- Long-term hurdle rate maintained; expected to improve with Alcon acquisition and Africa operations.
- From current ~₹100 crore run-rate to ~₹200 crore in FY29, leveraging GPT's railway relationships.
Risks flagged
- To meet FY26 revenue guidance, Q4 execution must reach ~₹500 crore, a 30%+ sequential increase, which may be challenging.
- Acquisition closing by March 31, 2026, subject to conditions; integration risks and potential management changes.
- Management noted Africa is a 'patient continent'; Ghana factory started recently but contribution remains uncertain.
- Promoter share pledge remains high; management expects reduction to 25% in near term but no timeline given.
Key quotes
- This acquisition provides GPT a plug-and-play platform with an experienced technical team, established OEM relationships and a ready execution ecosystem which would otherwise take several years to build organically.
- We are still confident of maintaining our guidance in terms of 1400 crores of revenues this year compared to 118 crores last year which would represent a growth of almost 220 crores that is close to 20% 18 to 20%.
- Africa I've always said is a very patient continent nothing happens very fast in Africa the things take their own time so we'll have to wait.
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