Stock Report

Brahmaputra Infrastructure Posts Strong FY26 Performance

Posted On : 2026-06-01 12:27:31( TIMEZONE : IST )

Brahmaputra Infrastructure Limited (BSE: 535693), one of India's experienced infrastructure EPC companies with a strong footprint across roads, highways, railways, urban infrastructure and allied sectors, today announced its audited financial results for the fourth quarter and full year ended March 31, 2026. The results were approved by the Board of Directors at its meeting held on May 30, 2026.

Standalone Performance Review - FY26

Revenue from Operations

Revenue from Operations for FY26 grew by 50.9% year-on-year to₹365.47 crore, compared to ₹242.24 crore in FY25. The strong revenue performance was driven by disciplined project execution across all quarters, with a particularly notable step-up in Q2 and Q3 of FY26.

A key differentiator during the year was the Company's strategic approach to managing seasonality in its core North and Northeast India operating geographies. Historically, the July-October monsoon period - characterised by heavy rainfall and challenging site conditions - had constrained Q2 and Q3 performance. In FY26, the project planning and execution teams proactively diversified the work flow to the areas with comparatively lower monsoon intensity during these days / weeks, ensuring near-continuous workflow and optimal resource utilisation.

As a result, Q2 and Q3 FY26 together contributed approximately ₹180 crore in revenue, compared to approximately ₹70 crore during the same period in FY25 - reflecting a near-2.6x improvement in the traditionally challenging wet-season quarters.

EBITDA & Profitability

EBITDA (excluding other income) for FY26 stood at ₹83.45 crore, representing a robust growth of 71.9% over ₹48.53 crore in FY25. EBITDA margins expanded by 280 basis points to 22.83%, reflecting the operating leverage achieved through higher revenue volumes and significantly improved resource utilisation during the monsoon quarters.

The resource efficiency gains in FY26 were a direct outcome of the Company's proactive risk planning. In FY25, adverse monsoon conditions had resulted in considerable resource under-utilisation and near-nil margins during Q2 and Q3. In FY26, early monsoon forecasting, disciplined work-planning, and geographic diversification of project execution eliminated this structural drag, enabling consistent margin delivery throughout the year.

Profit After Tax

PAT for FY26 nearly doubled to ₹59.61 crore, a growth of 99.4% over ₹29.89 crore in FY25. On a consolidated basis, PAT grew 100.7% to ₹59.58 crore. PAT margins expanded by 397 basis points to 16.31% (standalone), reflecting the cumulative benefit of strong top-line growth, operational efficiency and improved contribution from the Company's wet-season quarters.

Basic EPS for FY26 stood at ₹20.54 vs. ₹10.30 in FY25, reflecting the significant improvement in per-share earnings delivered during the year.

Order Book & Revenue Visibility

The Company ended FY26 with an order book exceeding ₹1,600 crore, equivalent to approximately 4.4x FY26 revenue, providing strong visibility for sustained growth in the near-to-medium term.

The order book reflects a well-diversified mix across Buildings (31.2%), Roads & Bridges (30.8%), Railways & Tunnels (24.7%), and River Protection (13.3%), with exposure across multiple government agencies and geographies. This diversification reduces project concentration risk and supports steady execution through various seasonal and economic cycles.

"FY26 has been a landmark year for Brahmaputra Infrastructure. We have demonstrated not just the scale of our project portfolio, but the maturity of our execution capabilities. The near-doubling of our PAT and 50%-plus revenue growth reflects our team's commitment to disciplined planning and operational excellence - especially in managing the structural challenge of monsoon seasonality in our core operating regions. Our order book of over ₹1,600 crore, representing 4.4x our FY26 revenue, gives us strong confidence in our growth trajectory. With diversified segment exposure across roads, railways, buildings and river protection, and a proven ability to execute in complex terrains and challenging environments, we are well-positioned to contribute meaningfully to India's ambitious infrastructure build-out over the coming years." - Mr. Umang Prithani, Joint Managing Director, Brahmaputra Infrastructure Limited.

Shares of BRAHMAPUTRA INFRASTRUCTURE LTD. was last trading in BSE at Rs. 167.80 as compared to the previous close of Rs. 168.60. The total number of shares traded during the day was 7429 in over 146 trades.

The stock hit an intraday high of Rs. 171.35 and intraday low of 162.40. The net turnover during the day was Rs. 1255650.00.