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Ashoka Buildcon's weak quarter is paired with ₹1,136 cr Maharashtra IT order

Q4 standalone profit fell 18%, but the company announced new orders including a ₹1,136 cr state modernisation contract.

5 earlier stories on Ashoka Buildcon Ltd.
Mkt cap₹3,678 cr
P/E1.44×
ROE43.27%
Debt / eq.0.50
₹1,136 cr Value of the LOI for Maharashtra's IGR modernisation project.

What's new

  • Q4 standalone revenue fell 10% to ₹1,819 cr; net profit dropped 18% to ₹49 cr.
  • Full-year profit jumped 63% to ₹320 cr, aided by exceptional gains from asset sales.
  • New wins include a ₹1,136 cr Maharashtra IT contract and a ₹846 cr Saudi hotel JV.

Why this matters

The quarterly numbers are soft. Management buried a strong order pipeline in the same filing. The standalone P&L is under pressure, but the consolidated story now hinges on executing a large backlog, including new international bets.

What we're watching

  • Consolidated PAT vs. standalone, to gauge the true weight of the exceptional gains.
  • Conversion of the ₹1,136 cr Maharashtra LOI into a firm contract.
  • Progress on the six HAM SPV sales, now extended to June 2026.

The full read

Ashoka Buildcon's Q4 standalone numbers are weak. Revenue fell 10% to ₹1,819 crore. Net profit dropped 18% to just ₹49 crore. The full-year story is different, with profit jumping 63% to ₹320 crore, buoyed by exceptional gains. The real news is what management announced alongside the results. The company landed a ₹1,136 crore LOI to modernise Maharashtra's IGR department. It also won a ₹846 crore Saudi hotel joint venture. The order book, excluding post-March wins, already stood at ₹15,312 crore. The filing masks a two-speed story: a strained core business and a growing, more diverse backlog that will define the next few quarters.

Questions answered

Why did standalone profit drop so sharply in Q4 while full-year profit surged?
The Q4 standalone drop reflects operational pressure. The full-year surge to ₹320 crore was driven by exceptional gains, likely from asset sales, which flattered the annual number.
What is the significance of the ₹1,136 crore Maharashtra order?
It is a Letter of Intent for a modernisation project for Maharashtra's IGR department. This is a departure from Ashoka's core infrastructure construction and signals a move into state IT systems.
What is the status of the HAM SPV sale?
The deadline to sell six HAM special purpose vehicles has been pushed out to June 30, 2026, indicating the disposal is taking longer than planned.
How large is the company's current order book?
The order book, excluding post-March orders, stood at ₹15,312 crore before these new announcements.
Mentioned: ₹1,136 cr Maharashtra IGR LOI · ₹846 cr Saudi JV · ₹15,312 cr order book
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Ashoka Buildcon Ltd.

Infrastructure
₹3,672 cr
P/E 1.44×

Latest quarter · Mar 2026

Sales₹1,954 cr
Net profit₹152 cr
Op. margin+13.5%
EPS₹5.10

Strength & growth

Debt / equity0.50×
Current ratio1.13×
Sales CAGR+11.1%
EPS CAGR+43.8%
Financials via Tijori — a research aid, not investment advice.ASHOKA on Tijori
  1. 22 May 2026 · 10:39 AM IST Ashoka Buildcon's weak quarter is paired with ₹1,136 cr Maharashtra IT order
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