Afcons Infrastructure（544280）株式概要アフコン・インフラストラクチャー・リミテッドは、その子会社とともに、インフラストラクチャー、エンジニアリング、建設事業に従事している。 詳細544280 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績2/6財務の健全性3/6配当金2/6報酬収益は年間36.55%増加すると予測されています アナリストらは、株価が30.5%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない 0.73%の配当はフリーキャッシュフローで十分にカバーされていない 利益率(2.1%)は昨年より低い(3.9%) すべてのリスクチェックを見る544280 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW474,562 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA474,562 investors already sharing narrativesYour Fair Value₹Current Price₹273.3021.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0211b2016201920222025202620282031Revenue ₹211.3bEarnings ₹4.4bAdvancedSet Fair ValueView all narrativesAfcons Infrastructure Limited 競合他社Ircon InternationalSymbol: NSEI:IRCONMarket cap: ₹118.2bEngineers IndiaSymbol: NSEI:ENGINERSINMarket cap: ₹124.8bG R InfraprojectsSymbol: NSEI:GRINFRAMarket cap: ₹86.3bNCCSymbol: BSE:500294Market cap: ₹88.5b価格と性能株価の高値、安値、推移の概要Afcons Infrastructure過去の株価現在の株価₹273.3052週高値₹479.0552週安値₹265.90ベータ01ヶ月の変化-12.46%3ヶ月変化-19.55%1年変化-31.56%3年間の変化n/a5年間の変化n/aIPOからの変化-42.41%最新ニュースUpcoming Dividend • Jul 16Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.84 (down from ₹13.24 in FY 2025). Revenue: ₹119.5b (down 4.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.1% (down from 3.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.Declared Dividend • Jul 01Dividend reduced to ₹2.00Dividend of ₹2.00 is 20% lower than last year. Ex-date: 23rd July 2026 Payment date: 28th August 2026 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.82 (down from ₹13.24 in FY 2025). Revenue: ₹123.2b (down 1.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.0% (down from 3.9% in FY 2025). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.お知らせ • May 13Afcons Infrastructure Limited to Report Q4, 2026 Results on May 18, 2026Afcons Infrastructure Limited announced that they will report Q4, 2026 results on May 18, 2026最新情報をもっと見るRecent updatesUpcoming Dividend • Jul 16Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.9%).Reported Earnings • Jul 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.84 (down from ₹13.24 in FY 2025). Revenue: ₹119.5b (down 4.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.1% (down from 3.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.Declared Dividend • Jul 01Dividend reduced to ₹2.00Dividend of ₹2.00 is 20% lower than last year. Ex-date: 23rd July 2026 Payment date: 28th August 2026 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 30+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.82 (down from ₹13.24 in FY 2025). Revenue: ₹123.2b (down 1.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.0% (down from 3.9% in FY 2025). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.お知らせ • May 13Afcons Infrastructure Limited to Report Q4, 2026 Results on May 18, 2026Afcons Infrastructure Limited announced that they will report Q4, 2026 results on May 18, 2026Price Target Changed • Feb 14Price target decreased by 9.8% to ₹425Down from ₹471, the current price target is an average from 9 analysts. New target price is 28% above last closing price of ₹332. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₹14.42 for next year compared to ₹13.24 last year.Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.63 (down from ₹4.05 in 3Q 2025). Revenue: ₹30.3b (down 5.8% from 3Q 2025). Net income: ₹970.9m (down 35% from 3Q 2025). Profit margin: 3.2% (down from 4.6% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Construction industry in India.お知らせ • Feb 03Afcons Infrastructure Limited to Report Q3, 2026 Results on Feb 10, 2026Afcons Infrastructure Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 10, 2026Price Target Changed • Nov 20Price target decreased by 7.5% to ₹496Down from ₹537, the current price target is an average from 6 analysts. New target price is 25% above last closing price of ₹398. Stock is down 18% over the past year. The company is forecast to post earnings per share of ₹14.91 for next year compared to ₹13.24 last year.New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Nov 05Afcons Infrastructure Limited to Report Q2, 2026 Results on Nov 12, 2025Afcons Infrastructure Limited announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Sep 26Afcons Infrastructure Announces Board AppointmentsFiroz Cyrus Mistry has become a member of the Afcons Infrastructure board, indicating a growing engagement of the next generation of the Shapoorji Pallonji family in the group's infrastructure and construction operations. Firoz, 29, has been appointed as a non-executive director. Additionally, veteran banker Santosh Balachandran Nayar has been appointed as an independent director on the Afcons board. Mistry is on the boards of SC Finance and Investments Pvt Ltd. and Cyrus Investments Pvt Ltd, and is a designated partner in CPM Nexgen Ventures LLP and Mistry Ventures LLP. Santosh Balachandran Nayar has over four decades of experience in project finance, banking, and insurance. He has held several senior leadership roles, such as Deputy Managing Director and Group Executive (Corporate Banking) at the State Bank of India, Managing Director and CEO at IFCI Limited, and Chairman and Managing Director at India Infrastructure Finance Company Limited.Nayar currently serves as an independent director on the boards of several companies in the power, finance, and infrastructure sectors. Last month, Pallon Mistry, 32, who was previously inducted on the board of the group holding company joined the board of Afcons.Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ₹3.74 (up from ₹2.69 in 1Q 2025). Revenue: ₹34.2b (up 8.4% from 1Q 2025). Net income: ₹1.37b (up 50% from 1Q 2025). Profit margin: 4.0% (up from 2.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.お知らせ • Aug 02Afcons Infrastructure Limited to Report Q1, 2026 Results on Aug 08, 2025Afcons Infrastructure Limited announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jul 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹13.24 (up from ₹13.20 in FY 2024). Revenue: ₹125.5b (down 5.4% from FY 2024). Net income: ₹4.87b (up 8.2% from FY 2024). Profit margin: 3.9% (up from 3.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.お知らせ • Jun 26+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 25, 2025Afcons Infrastructure Limited, Annual General Meeting, Jul 25, 2025, at 15:00 Indian Standard Time.New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹13.24 (up from ₹13.20 in FY 2024). Revenue: ₹130.2b (down 1.8% from FY 2024). Net income: ₹4.87b (up 8.2% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.お知らせ • May 16Afcons Infrastructure Limited to Report Fiscal Year 2025 Results on May 23, 2025Afcons Infrastructure Limited announced that they will report fiscal year 2025 results on May 23, 2025Buy Or Sell Opportunity • Mar 20Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to ₹470. The fair value is estimated to be ₹389, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has declined by 64%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ₹4.05 (vs ₹2.09 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.05 (up from ₹2.09 in 3Q 2024). Revenue: ₹33.3b (down 1.4% from 3Q 2024). Net income: ₹1.49b (up 17% from 3Q 2024). Profit margin: 4.5% (up from 3.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.お知らせ • Feb 07Afcons Infrastructure Limited to Report Q3, 2025 Results on Feb 13, 2025Afcons Infrastructure Limited announced that they will report Q3, 2025 results on Feb 13, 2025Recent Insider Transactions • Dec 14Chairman recently bought ₹3.0m worth of stockOn the 10th of December, Shapoor Mistry bought around 6k shares on-market at roughly ₹532 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shapoor's only on-market trade for the last 12 months.Reported Earnings • Nov 24Second quarter 2025 earnings released: EPS: ₹3.97 (vs ₹2.09 in 2Q 2024)Second quarter 2025 results: EPS: ₹3.97 (up from ₹2.09 in 2Q 2024). Revenue: ₹30.9b (down 8.6% from 2Q 2024). Net income: ₹1.35b (up 6.4% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by lower expenses.お知らせ • Nov 15Afcons Infrastructure Limited to Report Q2, 2025 Results on Nov 23, 2024Afcons Infrastructure Limited announced that they will report Q2, 2025 results on Nov 23, 2024Board Change • Nov 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atul Sobti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元544280IN ConstructionIN 市場7D-3.7%0.9%0.6%1Y-31.6%-6.1%1.3%株主還元を見る業界別リターン: 544280過去 1 年間で-6.1 % の収益を上げたIndian Construction業界を下回りました。リターン対市場: 544280は、過去 1 年間で1.3 % のリターンを上げたIndian市場を下回りました。価格変動Is 544280's price volatile compared to industry and market?544280 volatility544280 Average Weekly Movement5.1%Construction Industry Average Movement6.4%Market Average Movement6.0%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.7%安定した株価: 544280 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 544280の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19593,626Paramasivan Srinivasanwww.afcons.comアフコン・インフラストラクチャー・リミテッド（Afcons Infrastructure Limited）は、その子会社とともに、インフラストラクチャー、エンジニアリング、建設事業に従事している。同社は、インド、バングラデシュ、モルディブ、アフリカ、中東諸国において、ビル、道路、下水道、鉄道、公共事業、橋梁、ダム、港湾、海洋工事、高速道路、地下鉄工事、発電所、トンネル、石油・ガス施設、LNGタンク、その他一般土木プロジェクトの建設請負を行っている。また、架空送電線システムの建設、製作、架設、電気交換プラント、配電盤、制御盤、活性腐食保護システムの製作と架設、関連メンテナンス・ソリューション、土木工事、鉄骨建設、道路加工、トンネル処理プロジェクトの締結と実行にも携わっている。さらに、エンジニアリング、調達、建設を含む設計、コンサルタント・サービス、海洋石油産業向けの掘削、生産、海洋建設、浚渫、海洋サービスの請負、杭打ち、基礎工事、プレストレスト・コンクリート請負サービスも提供している。さらに、投資・金融活動、物資の内水輸送、道路輸送活動にも従事している。以前はAsia Foundations and Constructions Limitedとして知られ、1996年8月に社名をAfcons Infrastructure Limitedに変更した。アフコ ンズ・インフラストラクチャー社は 1959 年に設立され、インドのムンバイに本拠を置く。Afcons Infrastructure Limited は Goswami Infratech Private Limited の子会社として運営されている。もっと見るAfcons Infrastructure Limited 基礎のまとめAfcons Infrastructure の収益と売上を時価総額と比較するとどうか。544280 基礎統計学時価総額₹100.50b収益（TTM）₹2.52b売上高(TTM)₹119.48b40.0xPER（株価収益率0.8xP/Sレシオ544280 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計544280 損益計算書（TTM）収益₹119.48b売上原価₹79.65b売上総利益₹39.83bその他の費用₹37.32b収益₹2.52b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）6.84グロス・マージン33.34%純利益率2.10%有利子負債／自己資本比率64.9%544280 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り29%配当性向544280 配当は確実ですか？544280 配当履歴とベンチマークを見る544280 、いつまでに購入すれば配当金を受け取れますか？Afcons Infrastructure 配当日配当落ち日Jul 23 2026配当支払日Aug 28 2026配当落ちまでの日数8 days配当支払日までの日数28 days544280 配当は確実ですか？544280 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/30 18:51終値2026/07/30 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Afcons Infrastructure Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullAnand Rathi Shares and Stock Brokers LimitedBhavin ModiAnand Rathi Shares and Stock Brokers LimitedKishan MundhraDAM Capital Advisors11 その他のアナリストを表示
Upcoming Dividend • Jul 16Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.84 (down from ₹13.24 in FY 2025). Revenue: ₹119.5b (down 4.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.1% (down from 3.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.
Declared Dividend • Jul 01Dividend reduced to ₹2.00Dividend of ₹2.00 is 20% lower than last year. Ex-date: 23rd July 2026 Payment date: 28th August 2026 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.82 (down from ₹13.24 in FY 2025). Revenue: ₹123.2b (down 1.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.0% (down from 3.9% in FY 2025). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.
お知らせ • May 13Afcons Infrastructure Limited to Report Q4, 2026 Results on May 18, 2026Afcons Infrastructure Limited announced that they will report Q4, 2026 results on May 18, 2026
Upcoming Dividend • Jul 16Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 23 July 2026. Payment date: 28 August 2026. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (0.9%).
Reported Earnings • Jul 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.84 (down from ₹13.24 in FY 2025). Revenue: ₹119.5b (down 4.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.1% (down from 3.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.
Declared Dividend • Jul 01Dividend reduced to ₹2.00Dividend of ₹2.00 is 20% lower than last year. Ex-date: 23rd July 2026 Payment date: 28th August 2026 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 155% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 30+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.
Reported Earnings • May 19Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹6.82 (down from ₹13.24 in FY 2025). Revenue: ₹123.2b (down 1.8% from FY 2025). Net income: ₹2.52b (down 48% from FY 2025). Profit margin: 2.0% (down from 3.9% in FY 2025). Revenue missed analyst estimates by 8.4%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.
お知らせ • May 13Afcons Infrastructure Limited to Report Q4, 2026 Results on May 18, 2026Afcons Infrastructure Limited announced that they will report Q4, 2026 results on May 18, 2026
Price Target Changed • Feb 14Price target decreased by 9.8% to ₹425Down from ₹471, the current price target is an average from 9 analysts. New target price is 28% above last closing price of ₹332. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₹14.42 for next year compared to ₹13.24 last year.
Reported Earnings • Feb 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.63 (down from ₹4.05 in 3Q 2025). Revenue: ₹30.3b (down 5.8% from 3Q 2025). Net income: ₹970.9m (down 35% from 3Q 2025). Profit margin: 3.2% (down from 4.6% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Construction industry in India.
お知らせ • Feb 03Afcons Infrastructure Limited to Report Q3, 2026 Results on Feb 10, 2026Afcons Infrastructure Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Feb 10, 2026
Price Target Changed • Nov 20Price target decreased by 7.5% to ₹496Down from ₹537, the current price target is an average from 6 analysts. New target price is 25% above last closing price of ₹398. Stock is down 18% over the past year. The company is forecast to post earnings per share of ₹14.91 for next year compared to ₹13.24 last year.
New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Nov 05Afcons Infrastructure Limited to Report Q2, 2026 Results on Nov 12, 2025Afcons Infrastructure Limited announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Sep 26Afcons Infrastructure Announces Board AppointmentsFiroz Cyrus Mistry has become a member of the Afcons Infrastructure board, indicating a growing engagement of the next generation of the Shapoorji Pallonji family in the group's infrastructure and construction operations. Firoz, 29, has been appointed as a non-executive director. Additionally, veteran banker Santosh Balachandran Nayar has been appointed as an independent director on the Afcons board. Mistry is on the boards of SC Finance and Investments Pvt Ltd. and Cyrus Investments Pvt Ltd, and is a designated partner in CPM Nexgen Ventures LLP and Mistry Ventures LLP. Santosh Balachandran Nayar has over four decades of experience in project finance, banking, and insurance. He has held several senior leadership roles, such as Deputy Managing Director and Group Executive (Corporate Banking) at the State Bank of India, Managing Director and CEO at IFCI Limited, and Chairman and Managing Director at India Infrastructure Finance Company Limited.Nayar currently serves as an independent director on the boards of several companies in the power, finance, and infrastructure sectors. Last month, Pallon Mistry, 32, who was previously inducted on the board of the group holding company joined the board of Afcons.
Reported Earnings • Aug 09First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: ₹3.74 (up from ₹2.69 in 1Q 2025). Revenue: ₹34.2b (up 8.4% from 1Q 2025). Net income: ₹1.37b (up 50% from 1Q 2025). Profit margin: 4.0% (up from 2.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.
お知らせ • Aug 02Afcons Infrastructure Limited to Report Q1, 2026 Results on Aug 08, 2025Afcons Infrastructure Limited announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jul 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹13.24 (up from ₹13.20 in FY 2024). Revenue: ₹125.5b (down 5.4% from FY 2024). Net income: ₹4.87b (up 8.2% from FY 2024). Profit margin: 3.9% (up from 3.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.
お知らせ • Jun 26+ 1 more updateAfcons Infrastructure Limited, Annual General Meeting, Jul 25, 2025Afcons Infrastructure Limited, Annual General Meeting, Jul 25, 2025, at 15:00 Indian Standard Time.
New Risk • May 27New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 24Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: ₹13.24 (up from ₹13.20 in FY 2024). Revenue: ₹130.2b (down 1.8% from FY 2024). Net income: ₹4.87b (up 8.2% from FY 2024). Profit margin: 3.7% (up from 3.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Construction industry in India.
お知らせ • May 16Afcons Infrastructure Limited to Report Fiscal Year 2025 Results on May 23, 2025Afcons Infrastructure Limited announced that they will report fiscal year 2025 results on May 23, 2025
Buy Or Sell Opportunity • Mar 20Now 21% overvaluedOver the last 90 days, the stock has fallen 9.6% to ₹470. The fair value is estimated to be ₹389, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has declined by 64%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: ₹4.05 (vs ₹2.09 in 3Q 2024)Third quarter 2025 results: EPS: ₹4.05 (up from ₹2.09 in 3Q 2024). Revenue: ₹33.3b (down 1.4% from 3Q 2024). Net income: ₹1.49b (up 17% from 3Q 2024). Profit margin: 4.5% (up from 3.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Construction industry in India.
お知らせ • Feb 07Afcons Infrastructure Limited to Report Q3, 2025 Results on Feb 13, 2025Afcons Infrastructure Limited announced that they will report Q3, 2025 results on Feb 13, 2025
Recent Insider Transactions • Dec 14Chairman recently bought ₹3.0m worth of stockOn the 10th of December, Shapoor Mistry bought around 6k shares on-market at roughly ₹532 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shapoor's only on-market trade for the last 12 months.
Reported Earnings • Nov 24Second quarter 2025 earnings released: EPS: ₹3.97 (vs ₹2.09 in 2Q 2024)Second quarter 2025 results: EPS: ₹3.97 (up from ₹2.09 in 2Q 2024). Revenue: ₹30.9b (down 8.6% from 2Q 2024). Net income: ₹1.35b (up 6.4% from 2Q 2024). Profit margin: 4.4% (up from 3.8% in 2Q 2024). The increase in margin was driven by lower expenses.
お知らせ • Nov 15Afcons Infrastructure Limited to Report Q2, 2025 Results on Nov 23, 2024Afcons Infrastructure Limited announced that they will report Q2, 2025 results on Nov 23, 2024
Board Change • Nov 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Atul Sobti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
