Knr Constructions Limited · NSE:KNRCON
Knr Constructions — Q1 FY27 Earnings Presentation
36 slides from Knr Constructions's earnings presentation, Aug 13, 2026
Slide 1: Exchange filing cover letter: Investor Presentation - Revised
KNR Constructions Limited. Date: 13th August 2026 Ref: KNRCL/SD/2026/1097&1098 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
Slide 2: Investor Presentation August 2026
Investor Presentation August 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 ❑ Credit Rating reaffirmed by CRISIL Ratings • Long Term Bank Facilities reaffirmed at CRISIL AA with Stable Outlook • Short Term ratings reaffirmed at CRISIL A1+ with Stable Outlook ❑ Received Letter of Acceptance from South Eastern Coalfields Limited for a mining project • Coal mini
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 4,833 656 655 15.0% 2,823* 4,367 13.6% Quarter 1 513 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 *PAT Includes exceptional items 5
Slide 7: Standalone Financial Results
Standalone Financial Results Standalone Rs. Million Q1FY27 Q1FY26 YoY Q4 FY26 QoQ FY26 Total Revenue 4,366.9 4,833.2 -10% 5,353.3 -18% 20,967.2 Operating Expenses 2,898.3 3,218.6 3,863.4 15,199.1 Employees Expenses 320.9 389.7 319.1 1,512.1 Other Expenditure 492.7 568.7 887.8 2,474.5 EBITDA 655.0 65
Slide 8: Consolidated Financial Results
Consolidated Financial Results Consolidated Rs. Million Q1FY27 Q1FY26 YoY Q4 FY26 QoQ FY26 Total Revenue 5,879.4 6,127.3 -4% 6,955.9 -15% 26,980.1 Operating Expenses 2,908.2 3,258.8 3,871.8 15,261.3 Employees Expenses 324.3 389.9 323.4 1,520.9 Other Expenditure 1,682.6 649.0 1,069.4 3,084.4 EBITDA 9
Slide 9: Standalone Net Working Capital Days
Standalone Net Working Capital Days 133 89 93 82 97 94 78 67 63 53 57 59 52 55 53 40 52 41 36 45 31 25 23 23 19 20 20 20 20 15 17 16 17 53 14 39 12 14 45 40 78 117 95 96 122 135 152 196 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 Inventory Debtors Creditors Ne
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 ❑ 30+ 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: 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: In-house Construction Equipment
2. In-house Construction Equipment Sr. No. Machinery Quantity Sr. No. Machinery Quantity 1 Tippers & Tankers 1,205 16 Transformers 39 2 Excavators 374 17 Crushers 32 3 Generators 309 18 Trailers 34 4 Concrete Mixers And Pumps 192 19 Light Soures 25 5 Compactors 133 20 Dozers 22 6 Drillers & Breakers
Slide 20: In-house Execution Team
3. In-house Execution Team 5% Total Employees* 20% Project Engineering 2,750 Site Supervision 36% Site Engineers 15% Equipment Operators Admin & Office Staff 24% IN-HOUSE TEAM OF QUALIFIED AND EXPERIENCED EMPLOYEES LED BY PROVEN MANAGEMENT TEAM * as on June 30th 2026 19
Slide 21: Host of Marque Clients
4. Host of Marque Clients Ministry of Road Transport & Andhra Pradesh Road Hyderabad Growth Corridor Karnataka State Highway Karnataka Road Development National Highways Authority Highways (MoRTH) Development Corporation Limited (HGCL) Improvement Project (KSHIP) Corporation (KRDCL) of India (NHAI)
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 Magadi - Ramanattukara - Valanchery - Marripudi to Mysore to Mysore to Particulars Somwarpet Valanchery Kappirikkad Somvarappadu Kushalnagara (Pkg V) Kushalnagara (Pkg IV) KNR Somwarpet Infra KNR Ramanattukara Infra KNR Guruvayur Infra Pvt. KNR Ramatheertham KNR Sriranganatha Infra SPV
Slide 25: Asset Monetization
Asset Monetization Total Equity to be Total Consideration to SPV Transfer Particulars Invested (Rs. mn) be received (Rs. mn) Date KNR Palani Infra Pvt Ltd 644 2,950* 29th May 2026 (“KPIPL”) 4.6 times KNR Ramagiri Infra Pvt Ltd 827 2,274 11th June 2026 (“KRGIPL”) 2.7 times KNR Guruvayur Infra Pvt Ltd
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) 5,125 Mysore to Kushalnagara (Pkg IV) (HAM) 4,602 42% Khajaguda Junction & IIIT Junction (EPC) 4,591 14% 86% 2% 42% Iconic Bridge across Mir Alam tank, Bengaluru (EPC) 3,192 TKR College Junction, Telan
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. 11,440 mn AP & Telangana No of Projects 19 Kerala Balance Value Rs. 38,866 mn No of Projects 2 Balance Value Rs. 692 mn Tamil Nadu No of Projects 1 Balance Value Rs. 151 mn Disc
Slide 29: Recently Won Projects
Recently Won Projects Rs. Million Rs. million New HAM Projects (Excluding GST) 65,666 152,340 Coal Mining Works in JV with Sushee Infra & Mining Limited at 33,167 Kusmunda OCP in the state of Chhattisgarh 86,674 Four Lane Elevated Corridor along East Coast Road (ECR) Thiruvanmiyur to Uthandi in SH-4
Slide 30: Orderbook Breakup - Rs. 1,52,340 Mn
Orderbook Breakup - Rs. 1,52,340 Mn Order Book Break-up 29% 71% 24% 46% 1% Captive (HAM Projects) State Govt. Central Govt. Others Segment Wise Split Region Wise Split Mining 45% East Pipeline 45% 6% Irrigation Roads Roads (HAM) 11% (Others) 29% South 55% 9% 29
Slide 31: 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 32: Financial BOT Portfolio – Toll Project Highlights
Financial BOT Portfolio – Toll Project Highlights Financial Highlights 31
Slide 33: 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 34: 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 35: Shareholding Pattern as of 30th June 2026
Shareholding Pattern as of 30th June 2026 Shareholders Holding more than 1% of the Equity % to Equity (Other than Promoters) ICICI Prudential Mutual Fund 4.73% 28.46% Invesco Mutual Fund 4.11% 48.81% HDFC Mutual Fund 3.76% Bajaj Finserv Mutual Fund 1.87% 17.30% HSBC Mutual Fund 1.14% 5.43% Robeco Ca
Slide 36: 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