View ValuationAfcons Infrastructure 将来の成長Future 基準チェック /46Afcons Infrastructure利益と収益がそれぞれ年間36.6%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.7% 36.6%なると予測されています。主要情報36.6%収益成長率36.61%EPS成長率Construction 収益成長17.5%収益成長率12.1%将来の株主資本利益率12.65%アナリストカバレッジGood最終更新日25 May 2026今後の成長に関する最新情報Major Estimate Revision • May 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from ₹148.2b to ₹128.3b. EPS estimate fell from ₹16.27 to ₹11.24 per share. Net income forecast to grow 59% next year vs 24% growth forecast for Construction industry in India. Consensus price target down from ₹411 to ₹357. Share price fell 5.4% to ₹300 over the past week.分析記事 • May 21Earnings Miss: Afcons Infrastructure Limited Missed EPS By 52% And Analysts Are Revising Their ForecastsAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest full-year report and things are not looking...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.分析記事 • Feb 13Afcons Infrastructure Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest third-quarter report and things are not looking...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 ₹399. 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.Major Estimate Revision • Nov 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹149.2b to ₹136.0b. EPS estimate also fell from ₹17.09 per share to ₹15.23 per share. Net income forecast to grow 30% next year vs 20% growth forecast for Construction industry in India. Consensus price target down from ₹537 to ₹509. Share price fell 7.9% to ₹389 over the past week.すべての更新を表示Recent updatesDeclared 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 30Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.分析記事 • May 25There May Be Some Bright Spots In Afcons Infrastructure's (NSE:AFCONS) EarningsThe most recent earnings report from Afcons Infrastructure Limited ( NSE:AFCONS ) was disappointing for shareholders...Major Estimate Revision • May 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from ₹148.2b to ₹128.3b. EPS estimate fell from ₹16.27 to ₹11.24 per share. Net income forecast to grow 59% next year vs 24% growth forecast for Construction industry in India. Consensus price target down from ₹411 to ₹357. Share price fell 5.4% to ₹300 over the past week.分析記事 • May 24Afcons Infrastructure Limited (NSE:AFCONS) Analysts Are Reducing Their Forecasts For This YearMarket forces rained on the parade of Afcons Infrastructure Limited ( NSE:AFCONS ) shareholders today, when the...分析記事 • May 21Earnings Miss: Afcons Infrastructure Limited Missed EPS By 52% And Analysts Are Revising Their ForecastsAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest full-year report and things are not looking...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 14Afcons 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.分析記事 • Feb 13Afcons Infrastructure Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest third-quarter report and things are not looking...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分析記事 • Jan 07We Think Afcons Infrastructure (NSE:AFCONS) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 09Investors Met With Slowing Returns on Capital At Afcons Infrastructure (NSE:AFCONS)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...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 ₹399. 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.Major Estimate Revision • Nov 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹149.2b to ₹136.0b. EPS estimate also fell from ₹17.09 per share to ₹15.23 per share. Net income forecast to grow 30% next year vs 20% growth forecast for Construction industry in India. Consensus price target down from ₹537 to ₹509. Share price fell 7.9% to ₹389 over the past week.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.Reported Earnings • Nov 14Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹2.85 (down from ₹3.98 in 2Q 2025). Revenue: ₹31.0b (up 4.8% from 2Q 2025). Net income: ₹1.05b (down 22% from 2Q 2025). Profit margin: 3.4% (down from 4.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 18% 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 • 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.分析記事 • Aug 11Afcons Infrastructure Limited Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting NextNSEI:AFCONS 1 Year Share Price vs Fair Value Explore Afcons Infrastructure's Fair Values from the Community and select...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分析記事 • Jul 29Take Care Before Diving Into The Deep End On Afcons Infrastructure Limited (NSE:AFCONS)With a median price-to-earnings (or "P/E") ratio of close to 29x in India, you could be forgiven for feeling...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.分析記事 • Jun 20Does Afcons Infrastructure (NSE:AFCONS) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...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分析記事 • Apr 17Earnings Not Telling The Story For Afcons Infrastructure Limited (NSE:AFCONS)When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider Afcons...Buy Or Sell Opportunity • Mar 20Now 21% overvaluedOver the last 90 days, the stock has fallen 9.7% 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.分析記事 • Feb 27Calculating The Fair Value Of Afcons Infrastructure Limited (NSE:AFCONS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Afcons Infrastructure fair value estimate is ₹388 With ₹448...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 04High 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.業績と収益の成長予測NSEI:AFCONS - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029177,4658,5446,10610,54623/31/2028155,5916,2138,1919,90993/31/2027128,6103,99615,10214,84093/31/2026119,4842,515-4,993-1,275N/A12/31/2025125,5784,508N/AN/AN/A9/30/2025127,9315,026-8,430-3,958N/A6/30/2025127,6445,326N/AN/AN/A3/31/2025125,4844,868-4,767-1,322N/A12/31/2024129,6165,207N/AN/AN/A9/30/2024128,7624,8169804,826N/A6/30/2024132,5044,5034,1738,286N/A3/31/2024132,6754,497-897,075N/A3/31/2023126,3744,1082,96512,155N/A3/31/2022110,1903,5632,5356,105N/A3/31/202193,7561,6694,3619,289N/A3/31/202099,3422,4556,39410,495N/A3/31/201987,2682,401N/A7,599N/A3/31/201865,5111,736N/A7,132N/A3/31/201763,0481,542N/A5,084N/A3/31/201643,368785N/A1,888N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AFCONSの予測収益成長率 (年間36.6% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: AFCONSの収益 ( 36.6% ) はIndian市場 ( 16.2% ) よりも速いペースで成長すると予測されています。高成長収益: AFCONSの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: AFCONSの収益 ( 12.1% ) Indian市場 ( 11% ) よりも速いペースで成長すると予測されています。高い収益成長: AFCONSの収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AFCONSの 自己資本利益率 は、3年後には低くなると予測されています ( 12.7 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/07/06 07:35終値2026/07/06 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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。13 アナリスト機関null nullAnand Rathi Shares and Stock Brokers LimitedBhavin ModiAnand Rathi Shares and Stock Brokers LimitedKishan MundhraDAM Capital Advisors10 その他のアナリストを表示
Major Estimate Revision • May 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from ₹148.2b to ₹128.3b. EPS estimate fell from ₹16.27 to ₹11.24 per share. Net income forecast to grow 59% next year vs 24% growth forecast for Construction industry in India. Consensus price target down from ₹411 to ₹357. Share price fell 5.4% to ₹300 over the past week.
分析記事 • May 21Earnings Miss: Afcons Infrastructure Limited Missed EPS By 52% And Analysts Are Revising Their ForecastsAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest full-year report and things are not looking...
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.
分析記事 • Feb 13Afcons Infrastructure Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest third-quarter report and things are not looking...
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 ₹399. 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.
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹149.2b to ₹136.0b. EPS estimate also fell from ₹17.09 per share to ₹15.23 per share. Net income forecast to grow 30% next year vs 20% growth forecast for Construction industry in India. Consensus price target down from ₹537 to ₹509. Share price fell 7.9% to ₹389 over the past week.
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 30Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026Afcons Infrastructure Limited, Annual General Meeting, Jul 30, 2026, at 15:00 Indian Standard Time.
分析記事 • May 25There May Be Some Bright Spots In Afcons Infrastructure's (NSE:AFCONS) EarningsThe most recent earnings report from Afcons Infrastructure Limited ( NSE:AFCONS ) was disappointing for shareholders...
Major Estimate Revision • May 25Consensus revenue estimates fall by 13%The consensus outlook for revenues in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from ₹148.2b to ₹128.3b. EPS estimate fell from ₹16.27 to ₹11.24 per share. Net income forecast to grow 59% next year vs 24% growth forecast for Construction industry in India. Consensus price target down from ₹411 to ₹357. Share price fell 5.4% to ₹300 over the past week.
分析記事 • May 24Afcons Infrastructure Limited (NSE:AFCONS) Analysts Are Reducing Their Forecasts For This YearMarket forces rained on the parade of Afcons Infrastructure Limited ( NSE:AFCONS ) shareholders today, when the...
分析記事 • May 21Earnings Miss: Afcons Infrastructure Limited Missed EPS By 52% And Analysts Are Revising Their ForecastsAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest full-year report and things are not looking...
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 14Afcons 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.
分析記事 • Feb 13Afcons Infrastructure Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAfcons Infrastructure Limited ( NSE:AFCONS ) just released its latest third-quarter report and things are not looking...
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
分析記事 • Jan 07We Think Afcons Infrastructure (NSE:AFCONS) Is Taking Some Risk With Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 09Investors Met With Slowing Returns on Capital At Afcons Infrastructure (NSE:AFCONS)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
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 ₹399. 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.
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from ₹149.2b to ₹136.0b. EPS estimate also fell from ₹17.09 per share to ₹15.23 per share. Net income forecast to grow 30% next year vs 20% growth forecast for Construction industry in India. Consensus price target down from ₹537 to ₹509. Share price fell 7.9% to ₹389 over the past week.
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.
Reported Earnings • Nov 14Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹2.85 (down from ₹3.98 in 2Q 2025). Revenue: ₹31.0b (up 4.8% from 2Q 2025). Net income: ₹1.05b (down 22% from 2Q 2025). Profit margin: 3.4% (down from 4.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 29%. Revenue is forecast to grow 18% 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 • 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.
分析記事 • Aug 11Afcons Infrastructure Limited Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting NextNSEI:AFCONS 1 Year Share Price vs Fair Value Explore Afcons Infrastructure's Fair Values from the Community and select...
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
分析記事 • Jul 29Take Care Before Diving Into The Deep End On Afcons Infrastructure Limited (NSE:AFCONS)With a median price-to-earnings (or "P/E") ratio of close to 29x in India, you could be forgiven for feeling...
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.
分析記事 • Jun 20Does Afcons Infrastructure (NSE:AFCONS) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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
分析記事 • Apr 17Earnings Not Telling The Story For Afcons Infrastructure Limited (NSE:AFCONS)When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider Afcons...
Buy Or Sell Opportunity • Mar 20Now 21% overvaluedOver the last 90 days, the stock has fallen 9.7% 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.
分析記事 • Feb 27Calculating The Fair Value Of Afcons Infrastructure Limited (NSE:AFCONS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Afcons Infrastructure fair value estimate is ₹388 With ₹448...
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 04High 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.