Knr Constructions Limited · NSE:KNRCON
Knr Constructions — Q4 FY26 Earnings Presentation
39 slides from Knr Constructions's earnings presentation, May 29, 2026
Slide 1: Investor Presentation - Revised (exchange filing letter)
KNR Constructions Limited. Date: 29th May 2026 Ref: KNRCL/SD/2026/1063&1064 To, To, The Manager The Manager, BSE Limited, National Stock Exchange of India Limited, P J Towers, Dalal Street, Exchange Plaza, Bandra Kurla Complex, Fort, Mumbai – 400001 Bandra (E), Mumbai – 400051. Scrip code: 532942 Sc
Slide 2: Investor Presentation May 2026
Investor Presentation May 2026
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by KNR Constructions 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 secu
Slide 4: Key Highlights
Key Highlights ❑ Received Letter of Award for NHAI HAM Project in Telangana • Construction of 4 laning of NH-167 from Gudebellur to Mahabubnagar of Hyderabad – Panaji Section on Hybrid Annuity Mode in the state of Telangana • Incorporated a wholly owned subsidiary, KNR Manyamkonda Infra Private Limi
Slide 5: Key Highlights & Result Update
Key Highlights & Result Update 4
Slide 6: Standalone Financial Highlights
Standalone Financial Highlights Rs. Million Revenue EBITDA EBITDA Margins PAT 8,512 1,175 13.8% 752 Quarter 4 5,353 5.3% 283 192 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 33,587 6,259 18.6% 7,257 Full Year 20,967 8.5% 1,782 1,161 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 5
Slide 7: Standalone Financial Results
Standalone Financial Results Standalone Rs. Million Q4 FY26 Q4 FY25 YoY Q3 FY26 QoQ FY26 FY25 YoY Total Revenue 5,353.3 8,512.0 -37% 5,850.6 -8% 20,967.2 33,586.5 -38% Operating Expenses 3,863.4 6,173.9 4,690.6 15,199.1 22,403.6 Employees Expenses 319.1 410.8 338.3 1,512.1 1,769.2 Other Expenditure
Slide 8: Standalone Balance Sheet
Standalone Balance Sheet ASSETS (Rs. Million) Mar-26 Mar-25 EQUITY & LIABILITIES (Rs. Million) Mar-26 Mar-25 Non-Current Assets Equity Property, plant and equipment 2,332.0 2,998.8 Equity Share capital 562.5 562.5 Capital work-in-progress 1.2 4.1 Right of Use Asset 92.1 26.4 Other equity 39,985.5 38
Slide 9: Consolidated Financial Results
Consolidated Financial Results Consolidated Rs. Million Q4 FY26 Q4 FY25 YoY Q3 FY26 QoQ FY26 FY25 YoY Total Revenue 6,955.9 9,752.1 -29% 7,432.0 -6% 26,980.1 47,531.7 -43% Operating Expenses 3,871.8 6,203.0 4,700.7 15,261.3 25,595.7 Employees Expenses 323.4 412.4 341.4 1,520.9 1,771.3 Other Expendit
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet ASSETS (Rs. Million) Mar-26 Mar-25 EQUITY & LIABILITIES (Rs. Million) Mar-26 Mar-25 Non-Current Assets Equity Property, plant and equipment 2,722.7 3,383.2 Equity Share capital 562.5 562.5 Capital work-in-progress 1.2 4.1 Instruments entirely equity in nature 0.0 0.0 Right
Slide 11: Cash Flow Statement
Cash Flow Statement Standalone Consolidated Particulars (Rs. Million) Full Year ended Full Year ended Full Year ended Full Year ended 31-Mar-26 31-Mar-25 31-Mar-26 31-Mar-25 Net Profit Before Tax 1,696.5 9,593.5 5,228.1 12,595.8 Adjustments for: Non-Cash Items / Other Investment or Financial Items 6
Slide 12: Standalone Net Working Capital Days
Standalone Net Working Capital Days 89 93 82 97 79 78 67 69 63 48 53 53 52 57 59 52 55 53 40 52 41 36 45 43 26 28 23 25 23 23 18 20 19 20 20 20 20 16 17 16 17 7 98 10 66 13 45 16 64 15 51 15 74 15 53 14 39 12 14 45 40 78 117 95 96 122 135 152 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 M
Slide 13: Business Update
Business Update 12
Slide 14: Business Overview
Business Overview ❑ One of the leading companies providing Engineering, Procurement and Construction (EPC) services • Major Projects in Roads & Highways – one of the fast-growing sectors • Established presence in Irrigation and Urban Water Infrastructure Management Vision ❑ 25+ years of experience o
Slide 15: Transformation
Transformation Received the biggest Bagged 1st BOT Early completion of work of order value Rs. Project in Karnataka Bagged 2nd BOT IPO & Biggest Road Incorporated 8,250 mn from Sadbhav worth Rs. 4,420 Mn; project worth Listed on Project – Bijapur 1995 & Commenced 2006 Entry into Urban water 2007 Rs.
Slide 16: Top Management
Top Management Mr. K. Narasimha Reddy – Mr. K. Jalandhar Reddy – Founder Promoter & Managing Director Promoter & Executive Director ▪ Over 50 years of experience in the Highway sector ▪ Over 25 years of experience in the Highway and ▪ Started career in 1968 and engaged in the business of infrastruct
Slide 17: Supported by Professional Team
Supported by Professional Team ▪ A Bachelor of Engineering (BE) from MITS Gwalior (MP) with Over 40 years of total experience with ~20 years of Mr. T.L. Verma experience in Highway sector (Sr. Vice President - Projects) ▪ Working with the company since 2006 on various projects i.e. Bridges and Highw
Slide 18: Key Business Strength
Key Business Strength 17
Slide 19: Project Execution Capabilities
1. Project Execution Capabilities ❑ Top management’s active involvement at all stages of Project execution • Selection of Major Raw Material • Selection of construction Camp location ❑ Faster Decision making to ensure project completion on schedule ❑ Received Bonus for completion of construction ahe
Slide 20: Pan India Project Execution Capability
Pan India Project Execution Capability* Sr. No. State No. of Projects Project Value (Rs. Mn) 1 Tamil Nadu 13 52,027 2 AP & Telangana 31 50,473 Arunachal 3 Karnataka 15 33,176 Haryana Pradesh Assam 4 Kerala 2 17,068 Uttar 5 Madhya Pradesh 4 6,619 Pradesh Gujarat 6 Uttar Pradesh 10 4,549 Madhya 7 Assa
Slide 21: Project Execution Highlights
Project Execution Highlights Grade Separator ❑ Constructed Grade Separator in Coimbatore city with a cumulative length of flyover, 2.853 km • Length of 1st level flyover is 1.752 km • Length of 2nd level flyover is 1.101 km as a part of multipronged approach to ease traffic congestion in main city r
Slide 22: In-house Construction Equipment
2. In-house Construction Equipment Sr. No. Machinery Quantity Sr. No. Machinery Quantity 1 Tippers & Tankers 1,213 16 Transformers 39 2 Excavators 372 17 Crushers 32 3 Generators 306 18 Trailers 34 4 Concrete Mixers And Pumps 192 19 Light Soures 25 5 Compactors 134 20 Dozers 22 6 Drillers & Breakers
Slide 23: In-house Execution Team
3. In-house Execution Team 5% Total Employees* 22% Project Engineering 2,540 Site Supervision 32% Site Engineers 16% Equipment Operators Admin & Office Staff 25% IN-HOUSE TEAM OF QUALIFIED AND EXPERIENCED EMPLOYEES LED BY PROVEN MANAGEMENT TEAM * as on March 31st 2026 22
Slide 24: Host of Marque Clients
4. Host of Marque Clients Andhra Pradesh Road National Highways Authority Ministry of Road Transport & Development Corporation Hyderabad Growth Corridor Karnataka State Highway of India (NHAI) Highways (MoRTH) (APRDC) Limited (HGCL) Improvement Project (KSHIP) Madhya Pradesh Road Karnataka Road Deve
Slide 25: BOT Portfolio
BOT Portfolio Disclaimer BOT Portfolio 24
Slide 26: BOT Portfolio – Annuity Projects
BOT Portfolio – Annuity Projects Particulars Patel KNR Infrastructures limited (PKIL) Patel KNR Heavy Infrastructures Limited (PKHIL) Stake 40% 40% Project Type Road-Annuity Road-Annuity Project Details State Karnataka Telangana JV Partner PEL PEIL Client NHAI NHAI Length (KM) 60.0 53.0 Concession S
Slide 27: HAM Portfolio
HAM Portfolio Mysore to Mysore to Magadi - Oddanchatram - Ramanattukara - Valanchery - Marripudi to Particulars Chittor -Thatchur Kushalnagara Kushalnagara Somwarpet Madathukulam Valanchery Kappirikkad Somvarappadu (Pkg V) (Pkg IV) KNR Somwarpet KNR KNR Palani Infra KNR Ramanattukara KNR Guruvayur I
Slide 28: Asset Monetization
Asset Monetization Total Equity to be Total Consideration* to Particulars Invested (Rs. mn) be received (Rs. mn) KNR Palani Infra Pvt Ltd 644 2,901 (“KPIPL”) 4.5 times KNR Ramagiri Infra Pvt Ltd (“KRGIPL”) 928 2,159 2.3 times KNR Guruvayur Infra Pvt Ltd 1,933 4,894 (“KGIPL”) 2.5 times KNR Ramanattuk
Slide 29: Order Book & Business Strategy
Order Book & Business Strategy 28
Slide 30: Order-book Highlights
Order-book Highlights Key Projects Rs. Mn Order Book Break-up Mysore to Kushalnagara (Pkg V) (HAM) 5,507 Mysore to Kushalnagara (Pkg IV) (HAM) 4,864 80% Khajaguda Junction & IIIT Junction (EPC) 4,591 16% 84% 2% Iconic Bridge across Mir Alam tank, Bengaluru (EPC) 3,192 2% Marripudi to Somvarappadu Pr
Slide 31: Order-book: State-wise
Order-book: State-wise Jharkhand No of Projects 1 Balance Value Rs. 35,524 mn Karnataka No of Projects 6 Balance Value Rs. 12,722 mn AP & Telangana No of Projects 18 Kerala Balance Value Rs. 37,036 mn No of Projects 2 Balance Value Rs. 1,287 mn Tamil Nadu No of Projects 2 Balance Value Rs. 156 mn Di
Slide 32: Recently Won Projects
Recently Won Projects Rs. million Rs. Million New HAM Projects (Excluding GST) 32,300 119,025 Four Lane Elevated Corridor along East Coast Road (ECR) Thiruvanmiyur to Uthandi in SH-49 on Hybrid Annuity Mode in 16,800 86,725 the state of Tamil Nadu 4 laning of NH-167 from Gudebellur to Mahabubnagar H
Slide 33: Orderbook Breakup - Rs. 1,19,025 Mn
Orderbook Breakup - Rs. 1,19,025 Mn Order Book Break-up 73% 12% 88% 1% 14% Captive (HAM Projects) State Govt. Central Govt. Others Segment Wise Split Region Wise Split Pipeline Mining 7% 30% East Irrigation 30% 14% Roads (HAM) Roads 12% (Others) South 37% 70% 32
Slide 34: Business Strategy
Business Strategy Focus on Projects involving Higher degree of engineering skills 03 Focus on securing EPC Continuously explores growth contracts from reputed opportunities by forming Clients and Concessionaire strategic Joint Ventures (JVs) 02 04 Capitalise on Opportunity of Execute all the project
Slide 35: Financial BOT Portfolio – Toll Project Highlights
Financial BOT Portfolio – Toll Project Highlights Financial Highlights 34
Slide 36: Standalone Financial Highlights
Standalone Financial Highlights Financial Year 2010* 2011* 2012* 2013* 2014* 2015* 2016^ 2017^ 2018^ 2019^ 2020^ 2021^ 2022^ 2023^ 2024^ 2025^ 2026^ Rs. 7,125 Rs. 7,930 Rs. 7,505 Rs. 6,921 Rs. 8,348 Rs. 8,761 Rs. 9,025 Rs. 15,411 Rs. 19,317 Rs.21,373 Rs. 22,442 Rs. 27,026 Rs. 32,726 Rs. 37,438 Rs. 4
Slide 37: Standalone Financial Highlights
Standalone Financial Highlights Rs. in Million Revenue & EBITDA (Margin %) EBITDA 15.7% 17.1% 17.8% 16.8% 15.1% 14.4% 16.9% 14.9% 19.9% 20.0% 21.7% 19.8% 20.7% 19.3% 17.1% 18.6% 8.5% Margin (%) 40,910 37,438 32,726 33,587 27,026 21,373 22,442 20,967 19,317 EBITDA 15,411 Revenue 7,125 7,930 7,505 6,9
Slide 38: Shareholding Pattern as of 31st March 2026
Shareholding Pattern as of 31st March 2026 Shareholders Holding more than 1% of the Equity % to Equity (Other than Promoters) ICICI Prudential Mutual Fund 4.73% 25.59% HDFC Mutual Fund 3.76% 48.81% SBI Mutual Fund 3.50% Bajaj Finserv Mutual Fund 1.58% 19.31% HSBC Mutual Fund 1.44% 6.29% Axis Mutual
Slide 39: For further information, please contact
For further information, please contact Company : Investor Relations Advisors : KNR Constructions Ltd. Strategic Growth Advisors Pvt. Ltd. CIN: L74210TG1995PLC130199 CIN: U74140MH2010PTC204285 Mr. K. Venkata Ram Rao Mr. Jigar Kavaiya (GM - Finance & Accounts) +91-9920602034 venkatram@knrcl.com jigar