Slide 1: Letter to stock exchanges submitting investor presentation
KNR Constructions Limited. Date: 05th February 2026 Ref: KNRCL/SD/2026/1007 & 1008 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: 53
Slide 2: Investor Presentation February 2026
Investor Presentation February 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 Acceptance from Musi Riverfront Development Corporation Limited • Construction of an Iconic bridge across Mir Alam Tank connecting Bengaluru National Highway at Shastripuram to Chintalmet under EPC Mode worth Rs. 3,192 Mn excluding GST • The construction period fo
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 7,435 1,516 20.4% 1,822 Quarter 3 5,851 306 5.2% 176 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 25,075 5,084 20.3% 6,505 Nine Months 15,614 9.6% 1,498 968 9M FY25 9M FY26 9M FY25 9M FY26 9M FY25 9M FY2
Slide 7: Standalone Financial Results
Standalone Financial Results Standalone Rs. Million Q3 FY26 Q3 FY25 YoY Q2 FY26 QoQ 9M FY26 9M FY25 YoY Total Revenue 5,850.6 7,434.7 -21% 4,930.0 19% 15,613.8 25,074.5 -38% Operating Expenses 4,690.6 4,673.9 3,426.6 11,335.7 16,229.7 Employees Expenses 338.3 413.5 465.0 1,193.0 1,358.3 Other Expend
Slide 8: Consolidated Financial Results
Consolidated Financial Results Consolidated Rs. Million Q3 FY26 Q3 FY25 YoY Q2 FY26 QoQ 9M FY26 9M FY25 YoY Total Revenue 7,432.0 8,481.0 -12% 6,465.0 15% 20,024.3 37,779.5 -47% Operating Expenses 4,700.7 4,691.2 3,430.0 11,389.5 19,392.6 Employees Expenses 341.4 413.6 466.1 1,197.5 1,358.8 Other Ex
Slide 9: Standalone Net Working Capital Days
Standalone Net Working Capital Days 144 89 93 82 97 79 67 89 82 69 48 53 63 53 52 52 40 55 57 59 36 52 53 43 41 45 26 28 30 26 23 25 23 7 98 1066 134516 1664 155118 157420 155317 143912 144519 164020 2078 20117 95 96 20122 17135 203 153 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18
Slide 10: Business Update
Business Update 9
Slide 11: 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 12: 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 13: 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 14: 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 15: Key Business Strength
Key Business Strength 14
Slide 16: 1. 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 17: 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 18: 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 19: 2. In-house Construction Equipment
2. In-house Construction Equipment Sr. No. Machinery Quantity Sr. No. Machinery Quantity 1 Tippers & Tankers 1,218 16 Transformers 39 2 Excavators 373 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 20: 3. In-house Execution Team
3. In-house Execution Team 3% Total Employees* Project Engineering 2,300 28% 32% Site Supervision Site Engineers 8% Equipment Operators Admin & Office Staff 28% IN-HOUSE TEAM OF QUALIFIED AND EXPERIENCED EMPLOYEES LED BY PROVEN MANAGEMENT TEAM * as on December 31st 2025 19
Slide 21: 4. 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 22: BOT Portfolio
BOT Portfolio Disclaimer BOT Portfolio 21
Slide 23: 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 24: 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 25: 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 26: Order Book & Business Strategy
Order Book & Business Strategy 25
Slide 27: Order-book Highlights
Order-book Highlights Key Projects Rs. Mn Order Book Break-up Mysore to Kushalnagara (Pkg V) (HAM) 5,633 Mysore to Kushalnagara (Pkg IV) (HAM) 5,428 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 28: 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. 13,496 mn AP & Telangana No of Projects 15 Kerala Balance Value Rs. 38,275 mn No of Projects 2 Balance Value Rs. 971 mn Tamil Nadu No of Projects 2 Balance Value Rs. 222 mn Disc
Slide 29: 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 30: Financial BOT Portfolio – Toll Project Highlights
Financial BOT Portfolio – Toll Project Highlights Financial Highlights 29
Slide 31: Standalone Financial Highlights
Standalone Financial Highlights Financial Year 2010* 2011* 2012* 2013* 2014* 2015* 2016^ 2017^ 2018^ 2019^ 2020^ 2021^ 2022^ 2023^ 2024^ 2025^ 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. 40,910
Slide 32: Standalone Financial Highlights
Standalone Financial Highlights 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% Margin (%) 40,910 37,438 32,726 33,587 27,026 21,373 22,442 19,317 EBITDA 15,411 7,125 7,930 7,505 6,921 8,348 8,761 9,026 6,777 7,217 7,
Slide 33: Shareholding Pattern as of 31st December 2025
Shareholding Pattern as of 31st December 2025 Shareholders Holding more than 1% of the Equity % to Equity (Other than Promoters) HDFC Mutual Fund 3.76% 23.79% SBI Mutual Fund 4.02% Franklin Templeton Mutal Fund 1.05% 48.81% ICICI Prudential Mutual Fund 4.30% HSBC Mutual Fund 1.44% 20.02% Axis Mutual
Slide 34: 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