Tipsheet
What matters at India’s listed companies
Earnings · Railways · Mid cap

Ircon profit drops 18% as revenue cools

A final dividend of ₹0.70 per share follows the previously disclosed results.

5 earlier stories on Ircon International Ltd.
Mkt cap₹12,618 cr
P/E21.19×
ROE11.50%
Debt / eq.0.67
Div yld1.40%
16-18% Year-on-year PAT decline.

What's new

  • Final dividend declared at ₹0.70 per share.
  • Order book currently sits at ₹24,984 cr.
  • Financial figures confirm the slowdown already communicated by the company.

Why this matters

The company faces a material contraction in profitability. While the order book provides some baseline, the simultaneous drop in revenue and profit suggests a difficult year ahead for margins.

What we're watching

  • Revenue recovery in FY27.
  • Order execution speed for the ₹24,984 cr backlog.
  • Margin stability in the face of ongoing cost headwinds.

The full read

Ircon International is dealing with a double-digit slide in its FY26 performance. Profits fell between 16% and 18% year-on-year, capping a year of stagnant growth that the market had already priced in from earlier disclosures.

Stagnation.

The company opted for a final dividend of ₹0.70 per share, supplementing the interim payout already distributed to investors. Current visibility rests on an order book of ₹24,984 cr, though this figure is now the central point of contention for those looking for a rapid turnaround. This press release provides no new price-sensitive data, confirming instead that the company remains in a contraction phase. Investors waiting for a genuine shift in momentum have yet to see it here.

Mentioned: Ircon International · ₹24,984 cr order book · ₹0.70 per share dividend
Primary source BSE · NSE · Tijori

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

Company snapshot

Ircon International Ltd.

Railways
₹12,137 cr
P/E 20.38×

Latest quarter · Mar 2026

Sales₹3,189 cr
Net profit₹171 cr
Op. margin+8.4%
EPS₹2.04

Strength & growth

Debt / equity0.67×
Current ratio1.59×
Sales CAGR+11.7%
Financials via Tijori — a research aid, not investment advice.IRCON on Tijori

Story so far

All notes on IRCON →
  1. 22 May 2026 · 5:28 PM IST Ircon profit drops 18% as revenue cools
  2. 18d ago Ircon wins ₹198 cr smart grid order, but scale is modest
  3. 46d ago Ircon cuts FY27 revenue guidance as project delays bite
  4. 47d ago Ircon cuts FY27 revenue guidance to ₹9,500 cr as margins stay thin
  5. 50d ago Ircon's FY26 profit drops 16% as execution slows