Gpt Infraprojects Limited · NSE:GPTINFRA
Gpt Infraprojects — Q3 FY26 Earnings Presentation
36 slides from Gpt Infraprojects's earnings presentation, Jan 28, 2026
Slide 1: Exchange filing cover letter
GPT Infraprojects Limited Regd. Office: GPT Centre, JC-25, Sector III, Salt Lake, Kolkata – 700 106, India CIN: L20103WB1980PLC032872 Phone : +91-33-4050-7000, Email : info@gptgroup.co.in , Visit us: www.gptgroup.co.in GPTINFRA/CS/SE/2025-26 January 28, 2026 The Department of Corporate Services, Nat
Slide 2: Investor Presentation Q3 & 9M FY26
GPT Infraprojects Limited Investor Presentation Q3 & 9M FY26
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by GPT Infraprojects Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: Company Overview
On ee, Kaeo) Company Overview
Slide 5: About us
About us GPT Infraprojects Limited, the flagship company of GPT Group, is one of India’s fastest growing mid-sized infrastructure construction company, based out of Kolkata. It operates across two segments viz. Infrastructure and Sleeper. In its Infrastructure business, the company executes (EPC) pr
Slide 6: Business Segments – Infrastructure
Business Segments – Infrastructure Rs 3,942 Cr Order-book (as on Dec 31, 2025) The business commenced in 2004; Company specialises in bridge and road construction, providing turnkey solutions for railway and riverine bridges with deep-pile foundations, heavy-duty concrete pavements for airports and
Slide 7: Business Segments – Sleepers
Business Segments – Sleepers GPT Infraprojects commenced railway sleeper operations in 1980 and has since emerged as a key Rs 473 Cr player in manufacturing monoblock and prestressed concrete sleepers for mainlines, curves, bridges, Order-book level crossings and points and crossings. The Company op
Slide 8: Acquisition-Led Strategic Entry into High-Growth Railway Signaling Segment
Acquisition–Led Strategic–Entry into High- Growth Railway Signaling Segment
Slide 9: Transaction Overview
Transaction Overview Acquisition of Alcon Builders and Engineers Acquisition of 100% stake by GPT Infraprojects Limited Business Signalling, telecommunication and allied works for Indian Railways • GPT is acquiring 100% of Alcon’s shareholding from the existing promoters through an all-cash transact
Slide 10: Brief About Alcon Builders and Engineers
Brief About Alcon Builders and Engineers Alcon is an established signaling EPC player with 30+ years of execution experience in the Indian Railways ecosystem Fully qualified to independently bid and execute large-value signalling contracts of ~₹100 crore for the Indian Railways, IRCON and RVNL End-t
Slide 11: The Opportunity & Outlook
The Opportunity & Outlook This acquisition provides GPT with a strategic entry into the high margin signalling EPC segment, complementing GPT’s over 40 Year relationship with Indian Railways. Current signalling EPC market size Planned Indian Railway Outlay New Technology Initiatives ~INR 1 Kavach, ~
Slide 12: Financial Highlights
On ee, geo Financial Highlights
Slide 13: Consolidated Result Highlights
Consolidated Result Highlights Revenue (Rs. In Cr) EBITDA (Rs. In Cr) PAT (Rs. In Cr) 12.8% 14.7% 7.7% 7.1% +2% 278 284 +17% -5.9% 42 21 20 36 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 12.7% 14.9% 6.9% 7.5% +8% +27% +18% 875 130 66 807 56 103 9M FY25 9M FY26 9M FY25 9M FY26 9M FY25 9M FY26 12
Slide 14: Standalone Result Highlights
Standalone Result Highlights Revenue (Rs. In Cr) EBITDA (Rs. In Cr) PAT (Rs. In Cr) 13.1% 14.6% 8.0% 7.2% 0% 273 273 +11% -10% 40 22 36 20 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 13.9% 14.5% 7.7% 7.4% +8% +13% +4% 852 125 64 790 61 110 9M FY25 9M FY26 9M FY25 9M FY26 9M FY25 9M FY26 13 Inves
Slide 15: Business Segment Update (Standalone – 9M FY26)
Business Segment Update (Standalone – 9M FY26) Revenue EBIT Order Book Concrete Concrete Concrete Sleepers, 6% Sleepers, 8% Sleepers, 11% Infrastructure, 94% Infrastructure, 92% Infrastructure, 89% Infrastructure : Rs 800 Cr Infrastructure : Rs 106 Cr Infrastructure : Rs 3,942 Cr Led by higher execu
Slide 16: Order Book of Rs 4,415 Cr
Order Book of Rs 4,415 Cr 284 591 696 1,074 4,415 3,520 3,625 During H1 FY26 During Q3 FY26 Order Book as on Order Executed New Order Inflow Order Book as on Order Executed New Order Inflow Order Book 31-Mar-25 30-Sept-25 as on 31-Dec-25 Robust Order Book of Rs 4,415 Cr, forming ~3.75 times FY25 Rev
Slide 17: Order Book Break Up
Order Book Break Up Segment Wise Order Book Client Wise Order Book Project Completion Wise Order Book 10.72% 8.0% 6.64% 3.99% 12.9% 42.06% 28.09% 53.56% 47.22% 79.1% 7.72% Roads & Bridges Railways Sleepers Central Government / PSU’s State Government Departments Private Below 10% 10% - 25% 25% - 50%
Slide 18: Order Book Break Up Domestic International
Order Book Break Up 43 Ongoing Projects Across 10 States Domestically and an International Presence in 4 countries with a Total Project Value of Rs. 4,415 Cr Domestic Sr.No. State No. of Projects Project Value Punjab 1 Maharashtra 5 964 2 Uttar Pradesh 7 926 3 West Bengal 13 1,189 4 Bihar 3 74 Uttar
Slide 19: Highlights during the quarter
Highlights during the quarter Entered into high margin new business segment of signaling, telecommunication and allied works for Indian Railways via inorganic expansion through acquisition of Alcon Builders and Engineers Declaration of second interim dividend of Rs.0.75/share (Record date: 3rd Febru
Slide 20: Key Major Projects List
Key Major Projects List Segment Scope of Work Client City/State Value (Rs Cr) Prayagraj, Construction of new 4 lane Prayagraj Southern Bypass NHAI 835 Uttar Pradesh Rajasthan & Uttar Construction of Bridges for Mathura – Jhansi 3rd Line RVNL 797 Pradesh Kona Expressway, West Construction of Viaduct
Slide 21: Management and Clientele
Management and Clientele
Slide 22: Board of Directors
Board of Directors Dr. Om Tantia Shree Gopal Tantia Atul Tantia Chairman Managing Director Jt Managing Director & CFO A medical practitioner by profession with 40+ More than 40 years of experience in the Received the degree in BS Economics with years of experience in admirative and infrastructure se
Slide 23: Independent Directors
Independent Directors Kashi Prasad Khandelwal Rashmi Bihani Aditya Kumar Mittal Non-Executive Independent Director Non-Executive Independent Director Non-Executive – Independent Director More than four decades of experience as a She is a Practicing Chartered Accountant A qualified BE (civil) Hons. a
Slide 24: Our Clientele
Our Clientele NHAI, STATE GLOBAL OTHER KEY RAILWAY & PSU PWD & OTHERS CUSTOMER BASE CUSTOMERS 23 Investor Presentation
Slide 25: Industry Overview
On ee, geo Industry Overview
Slide 26: India Infrastructure – A Multi-Year Capex Supercycle
India Infrastructure – A Multi-Year Capex Supercycle India is in a sustained infrastructure upcycle backed by government spending, private participation and long-term policy visibility. Record Government Capex Core Infra Output Momentum Railways – Freight & Capex Engine • Infrastructure capex in Uni
Slide 27: Roads
Roads Scale & Expansion Momentum Strong Budgetary Support Expressway & Corridor Push • India has the largest road network globally: • MoRTH allocation FY26: ₹2.87 lakh crore • Government plan: 17,000 km of high-speed 66.17 lakh km • NHAI FY25 capex: ₹2.50 lakh crore (record access-controlled express
Slide 28: Indian Railways
Indian Railways Indian Railways is no longer a maintenance-led PSU; it is a capex-driven infrastructure platform with multi-year spending visibility o FY26 Railway capex: ₹2.65 lakh crore (highest ever) Record & Sustained o Capex has grown at ~14% CAGR since FY20 Capex o Railways accounts for ~15–16
Slide 29: Positioned for sustainable and profitable growth
Positioned for sustainable and profitable growth Flawless Execution & Multiple Growth Levers Unique Global Positioning Proven Financial Strength Governance Underway Track record built on credibility India-based manufacturing Strategic expansion into high- Consistently superior profitability and deli
Slide 30: Annexure
Annexure
Slide 31: Q3 & 9M FY26 Profit and Loss (Consolidated)
Q3 & 9M FY26 Profit and Loss (Consolidated) Particulars (In Rs Crores) Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 283.9 278.1 2.1% 278.7 1.9% 875.2 807.3 8.4% Other Income 3.4 1.8 3.1 15.4 5.6 Total Income 287.3 279.9 281.8 890.6 812.9 Cost of Material Consumed
Slide 32: Q3 & 9M FY26 Profit and Loss (Standalone)
Q3 & 9M FY26 Profit and Loss (Standalone) Particulars (In Rs Crores) Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 273.3 273.4 0.0% 269.3 1.5% 852.4 790.3 7.9% Other Income 3.4 3.8 4.4 14.0 10.5 Total Income 276.6 277.2 273.7 866.4 800.8 Cost of Material Consumed
Slide 33: Historical profit & loss highlights
Historical profit & loss highlights Revenue (Rs. In Cr) EBITDA (Rs. In Cr) PAT (Rs. In Cr) 1,174 157 89 +19.2% +16.6% 1,010 128 +45.2% 797 61 96 675 85 89 582 35 25 20 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 EBITDA Margins (%) PAT Margins (%) Order Book (Rs. In Cr)
Slide 34: Historical financial highlights
Historical financial highlights ROCE (%) ROE (%) 35.0% 21.0% 27.0% 28.0% 17.0% 26.0% 26.0% 14.0% 11.0% 10.0% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Working Capital Days Total Dividend 409 31 352 +36.2% 293 20 219 157 156 160 134 9 10 84 101 7 80 59 42 34 36 FY21 FY22 FY23 FY24 FY25 FY21 F
Slide 35: Stock Information and Shareholding Pattern
Stock Information 175 10,000 Shareholding Pattern (Dec’25) 9,000 4.0% 7.1% 150 2.6% 8,000 125 17.0% 7,000 6,000 100 69.4% 5,000 Volumes in ‘000s Price in Rs 75 4,000 Promoters Domestic Investors Foreign Investors DII FII 3,000 50 Stock Data (December 31, 2025) 2,000 Ticker 533761 / GPTINFRA 25 1,000
Slide 36: THANK YOU
THANK YOU GPT Infraprojects Limited INVESTOR RELATIONS ADVISORS : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of CIN : L20103WB1980PLC032872 MUFG Pension & Market Services www.gptinfra.in Mr. Nikunj Seth Mr. Atul Tantia Nikunj.seth@in.mpms.mufg.com Ms. Mansi Mohta