Hindustan Construction Co. Ltd. · NSE:HCC
Hindustan Construction — Q4 FY26 Earnings Presentation
27 slides from Hindustan Construction's earnings presentation, May 14, 2026
Slide 1: Analyst / Institutional Investor Meeting Presentation cover letter
HCCISECIAMI2026 May 14, 2026 BSE limited National Stock Exchange of India Ltd . The Corporate Relationship Dept, Exchange Plaza, Phiroze Jeejeebhoy Towers , Bandra-Kurla Complex, Dalal Street, Bandra (East) , Mumbai-400 001 Mumbai-400 051 Scrip Code : 500185 Symbol : HCC Dear Sir I Madam, Sub : Anal
Slide 2: Investor/Analyst Presentation Q4 FY26
Hindustan Construction Co Ltd Investor/Analyst Presentation Q4 FY26
Slide 3: Nation building since 1926
Nation building since 1926 60°/o of India's installed 26°/o of India's installed nuclear power hydro power capacity capacity 2 May 14, 2026 Analyst Presentation Q4 FY26
Slide 4: Key performance highlights: Q4 FY26 & FY26
Key performance highlights: Q4 FY26 & FY26 1. Standalone net profit increased 142% YoY to ₹205.8 crore in FY26 from ₹84.9 crore in FY25, driven by stronger operational performance, cost discipline and sustained margins 2. Debt reduced by 38% YoY to ₹1,995 crore (impact not fully reflected in FY26; p
Slide 5: Diversified & robust orderbook
Diversified & robust orderbook Order Backlog: ₹12,971 Cr Order Book Position (Business Line Wise) Order Book Position (Geographical) 3% 2% 9% 13% 11% 9% 4% 17% 18% 9% 67% 8% 28% Uttarakhand Bihar Maharashtra Transport Hydro Water Nuclear & Buildings Gujarat Manipur Tamil Nadu Madhya Pradesh Rajastha
Slide 6: Operations Update: Indore Metro
Operations Update: Indore Metro Factory Acceptance Tests for two TBMs completed. Piling and station excavation works are progressing across all stations. 5 May 14, 2026 Analyst Presentation Q4 FY26
Slide 7: Operations Update: Patna Metro PC 05 & PC 06
Operations Update: Patna Metro PC 05 & PC 06 Survey, geotechnical investigation, barricading, and casting yard development works are progressing steadily across the project corridor. 6 May 14, 2026 Analyst Presentation Q4 FY26
Slide 8: Operations Update: Agardanda Creek Bridge
Operations Update: Agardanda Creek Bridge Pile, Crossbeam and Pier between P30 to P33 Floating Batching Plant 7 May 14, 2026 Analyst Presentation Q4 FY26
Slide 9: Operations Update: Tehri PSP (4x250 MW)
Operations Update: Tehri PSP (4x250 MW) Powerhouse Overview 8 May 14, 2026 Analyst Presentation Q4 FY26
Slide 10: Operations Update: Bhivpuri PSP (3x333.33 MW)
Operations Update: Bhivpuri PSP (3x333.33 MW) Powerhouse Excavation 9 May 14, 2026 Analyst Presentation Q4 FY26
Slide 11: Operations Update: Vishnugad Pipalkoti HEP (4x111 MW)
Operations Update: Vishnugad Pipalkoti HEP (4x111 MW) Dam • Achieved significant dam concreting • 9.3 km of the planned 12.1 km HRT excavated using TBM Head Race Tunnel 10 May 14, 2026 Analyst Presentation Q4 FY26
Slide 12: Operations Update: Vishnugad Pipalkoti HEP (4x111 MW)
Operations Update: Vishnugad Pipalkoti HEP (4x111 MW) Machine Hall Unit 1 Machine Hall Unit 3 11 May 14, 2026 Analyst Presentation Q4 FY26
Slide 13: Operations Update: Tapovan Vishnugad HEP (4x130 MW)
Operations Update: Tapovan Vishnugad HEP (4x130 MW) Face 3 Face 5 12 May 14, 2026 Analyst Presentation Q4 FY26
Slide 14: Operations Update: Fast Reactor Fuel Cycle Facility (FRFCF)
Operations Update: Fast Reactor Fuel Cycle Facility (FRFCF) Block 3 Block 5 & 7 13 May 14, 2026 Analyst Presentation Q4 FY26
Slide 15: Infrastructure Sector Outlook
Infrastructure Sector Outlook FY27 Target Order Booking ~15,000 cr 14 May 14, 2026 Analyst Presentation Q4 FY26
Slide 16: India's Infrastructure Vision for 2047: Core Sectors
India’s Infrastructure Vision for 2047: Core Sectors 1,000 Kms ~20,000 Kms Elevated tracks 508 Kms ~4,500 Kms High Speed Rail 7 GW ~100 GW Pumped Storage Plant capacity (by 2035-36) 50 GW ~67 GW Hydel capacity (by 2031-32) 9 GW ~100 GW Nuclear capacity 1.4 L Kms ~2 Lakh Kms of Highway Networks & 5,5
Slide 17: Hydro Power
Hydro Power Market size and outlook Growth drivers Installed Hydro Opportunity CAGR Market Size Hydro Cycle Tenders for 8 GW (out of 15 GW PSP (In lakh Cr) (In GW) 167 planned) already under tendering 1.9 11% 15% 67 57 0.5 100 Shift to Faster licensing and approvals for 50 Closed-Loop off-stream PSP
Slide 18: Upcoming projects
Upcoming projects Hydro SN Project Name Client Location Rs. Cr. 1 Etalin (3064 MW) - Dam & Powerhouse NHPC Arunachal Pradesh 10,500 2 Kamala (1800 MW) - Dam, HRT & Powerhouse NHPC Arunachal Pradesh 8,738 3 Sawalkote (1856 MW) - Dam, HRT & Powerhouse NHPC Jammu & Kashmir 8,129 4 Renukaji (40 MW) - Da
Slide 19: Transportation
Transportation Market size and outlook Growth drivers Length CAGR Mobility Push • INR 25,000 Cr budgeted for metros in FY27 (In km) 3,000 • National ambition of ~5,000 km by 2047 12% • Investments in expansion across Tier-1/2 and dedicated metro rail infra • Complex metro corridors (elevated/under-
Slide 20: Upcoming projects
Upcoming projects Metro SN Location Elevated Underground Total Km Rs. Cr. Km Rs. Cr. Km Rs. Cr. 1 Bangalore 44 5,738 14 5,058 59 10,796 2 Mumbai 130 16,945 42 14,736 172 31,681 3 Delhi 29 3,770 10 3,340 39 7,110 4 Jaipur 43 5,599 4 1,558 48 7,157 5 Gujarat 18 2,383 - - 18 2,383 6 Pune 55 7,189 - - 5
Slide 21: Nuclear
Nuclear Market size and outlook Growth drivers Installed 100 CAGR Nuclear • 100 GW nuclear power by 2047 Market Size push • 20,000 Cr outlay in Nuclear Energy (In GW) Mission on R&D for Small Modular Reactors (SMRs) Market SHANTI mission allows 49% FDI; 12% 78 Possible additions opening global playe
Slide 22: Nuclear
Nuclear Market size and outlook Installed Market Size (In GW) PWR, 2, BWR, 0.32, 4% BSR, 5.06, BSMR, BWR, 22% 5% 5.00, 5% 0.32, 0% FBR, 5.00, 5% PWR, 38.81, PHWR, 39% PHWR, 46.46, 6.56, 74% 2047 46% 2025 BWR: Boiling Water Reactors; PHWR: Pressurized Heavy Water Reactors; PWR: Pressurized Water Reac
Slide 23: Buildings and Industrial
Buildings and Industrial Market size and outlook Growth drivers Capacity in MMT National India aims to scale crude steel capacity CAGR Capacity towards 300 MT by 2030. Strong capex 8% 300 Expansion push across aluminum, copper, zinc, 5 150 200 Across driven by renewable energy, EVs, 38% 43% Metals &
Slide 24: Financials
Financials 23 May 14, 2026 Analyst Presentation Q4 FY26
Slide 25: Standalone Financials: Q4 FY26
Standalone Financials: Q4 FY26 Results are in accordance with the Indian Accounting Standards (Ind AS) notified by the Ministry of Corporate Affairs Q4 FY26 Q4 FY25 y-o-y Q3 FY26 Particular ₹ Cr ₹ Cr % ₹ Cr Income from operations 988.7 1,330.2 -25.7% 921.8 Other income 28.1 28.1 -0.1% 32.9 Total inc
Slide 26: Consolidated Financials: Q4 FY26
Consolidated Financials: Q4 FY26 Results are in accordance with the Indian Accounting Standards (Ind AS) notified by the Ministry of Corporate Affairs Q4 FY26 Q4 FY25 y-o-y Q3 FY26 Particular ₹ Cr ₹ Cr % ₹ Cr Income from operations 992.2 1,373.7 -27.8% 925.3 Other income 25.3 18.5 36.8% 36.2 Total i
Slide 27: EST.1926
EST.1926
Hindustan Construction Company — Q4 FY26 Earnings Presentation on 6ix