NSEGeneral Updates2d ago · 7 Nov 2026, 06:12 pm
General Updates
Ramky Infrastructure Limited · RAMKY
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Ramky Infrastructure Limited has informed the Exchange about Investor Presentation under regulation 30 of SEBI (LODR) Regulations, 2015, for the quarter ended 30th September 2026. The presentation highlights the company's financial performance, order book, and future plans.
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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
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Balance Sheet Risk5/10
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Market Sentiment8/10
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Ramky Infrastructure Limited has informed the Exchange about Investor Presentation
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eth AN
Towards sustainable grow(h
Ramky Infrastructure Limited
Registered Office:
Ramky Grandiose, 15th Floor
Sy.No. 136/2 & 4, Gachibowli
Hyderabad - 500 032
T:+91 40 2301 5000
E: secr@ramky.com
www.ramkyinfrastructure.com
CIN: L74210TG1994PLCO17356
Date: Saturday, 07*" November 2026
The General Manager The Vice President
Listing Department
Listing Department
BSE Limited National Stock Exchange of India Limited
P.J. Towers, Dalal Street, Exchange Plaza, Bandra Kurla Complex
Mumbai-400001
Bandra (East), Mumbai -400 051
Scrip Code: 533262 Stock Symbol: RAMKY
Sub: Investor Presentation under regulation 30 of SEBI (LODR) Regulations, 2015
Dear Sir,
With reference to the above cited subject, please find attached herewith the Investor
Presentation of the Company on the financial performance for the quarter ended 30t
September 2026.
This is for your information and records.
Regards
For Ramky Infrastructure Limited
Yancharla Rathnakara Nagaraja
Managing Director
DIN: 00009810
INFRASTRUCTUF?E(
Towards sustainable growth
RAMKY INFRASTRUCTURE LTD
INnvestor
Presentation
Q2 - FY 2027
Toards sutainabie gowth
DISCLAIMER
This presentation has been prepared by Ramky Infrastructure This document is provided solely for informational purposes and
Limited (“the Company”) based on information and data which the does not constitute an offer, invitation, or recommendation to
Company considers reliable, but the Company makes no purchase or sell any securities. It should not be construed as
representation or warranty, express or implied, whatsoever, and no
investment, legal, or tax advice. Viewers are advised to conduct their
reliance shall be placed on, the truth, accuracy, completeness,
own analysis and consult professional advisors before making
fairness and reasonableness of the contents of this Presentation.
investment decisions.
This Presentation may not be all inclusive and may not contain all of
the information that you may consider material. Any liability in While the Company has taken reasonable care to ensure the
respect of the contents of, or any omission from, this Presentation is accuracy and completeness of the information presented, no
expressly excluded. representation or warranty is made in this regard. Past performance
is not indicative of future results.
Such factors include macroeconomic and market conditions,
regulatory and policy developments, execution risks including delays
Any forward-looking statements and projections made by third
and cost overruns, fluctuations in input costs, talent availability,
parties included in this Presentation are not adopted by the
interest rate movements, geopolitical dynamics, and evolving
Company and the Company is not responsible for such third-party
environmental, social, and governance (ESG) priorities. The Company
statements and projections.
does not undertake any obligation to revise or update these
statements considering future events or developments, except as
required by applicable law.
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 2/22
CONTENTS
Agenda
o1 02 03
Management comment & Company overview & partners
Strategy & revenue mix
Q2 FY27 highlights
Page 4 Page7 Page 9
04 05 06
Q2 FY27 profit & loss statements Order book & key projects Balance sheet & future
plans
Page 13 Page 15 Page 20
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 3/22
MANAGEMENT COMMENT
From the leadership
Q2 FY27 reflects our continued focus on strengthening our position in investor — operator model in
industrial parks, water and wastewater, urban infrastructure & sustainable income. Our strong
performance is reflected in excellent execution discipline, with margins continuing to remain in line
with our growth plan.
Looking ahead, the Government's continued focus on infrastructure development and increasing
private sector participation presents a significant opportunity across our core businesses in
industrial parks & water and wastewater segments. Backed by strong execution capabilities, a
healthy balance sheet, and strategic clarity, we are equipped to capitalize on these opportunities.
Our selective approach to bid for projects of an investor—operator model with sustainable cash
flows, niche jobs that fall in our focus area and enable us to deliver value. Supported by a well
diversified order book of over 12,000 crore, we remain confident of delivering on our medium-term
growth and long-term growth profitable aspirations to contribute sustainable growth to the nation.
Sunil Nair
CEO, Ramky Infrastructure Limited
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 4/22
Q2 FY27 - CONSOLIDATED
Earnings Quality and Outlook
Revenue from operations EBITDA - margin 30% PAT - margin 17% Order book, 30 Sep 2026
X605 Cr 179 Cr X103 Cr 12,000 Cr
28% YoY 28% YoY 36% YoY
Execution Balance sheet
* 600 Cr quarter-wise performance — highest ever in last 5 years. « EBITDA from operations is Positive and Normalized
« Achieved Ist Billing Milestone for the water transmission project. + PAT doubled from Q1- FY 27
* Annuity income from stabilized road asset is consistent
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 5/22
[eir iant e
Q2 FY27 - STANDALONE
Earnings Quality and Outlook
Revenue from operations EBITDA - margin 23% PAT - margin 14% Order book, 30 Sep 2026
X539 Cr X123 Cr X76 Cr <8,500 Cr
21% YoY 5% YoY 13% YoY
Execution Balance sheet
« Industrial Vertical - EPC works at Maharashtra Integrated « Higher revenue clocked in the last 6 quarters
Township Limited are in full swing. « PAT normalized after a couple of quarters without exceptional
< WWW Vertical — EPC works at Godavari Drinking Water Supply gains
and VOC Port have picked up momentum.
« Urban Infrastructure — EPC works at Buildings are consistent
* O&M - Operations & Maintenance continue to contribute steady
revenue.
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 6/22
STRATEGY
Ramky Business Model
01 02 03 04 05
Bid Selectively In-House Operate for the Monetise Mature Investor -
Execution Lifecycle Assets Operator
Pursue projects where A
Capabilities
our verticals give us an O&M capability that Unlock capital from A lean balance sheet
edge and margins are Rigorous project extends asset life and stabilised assets and and efficient capital
protected. control to deliver on builds recurring claims to fund the next structure that lift
time, within budget, and revenue. cycle of growth. returns.
hand over stable
assets.
Selective in what we bid. Water & Industrial Urban
Rigorous in how we build.
Wastewater Solutions Infrastructure
Focused on long-term value.
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 7/22
REVENUE MIX - CONSOLIDATED
Where the Revenue came from
By segment (% crore) By revenue type
Segment H1FY27 Share
Investor - Operator
Industrial Solutions 217 368 34% 41%
Water & Wastewater 195 346 32%
%250 Crin Q2 FY27
Urban Infrastructure 192 362 34%
Total 604 1,075 100%
EPC (construction)
%355 Crin Q2 FY27
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 8/22
COMPANY OVERVIEW Tovard
RIL at a Glance
Ramky Infrastructure Limited is a listed EPC and
infrastructure developer delivering projects across 30+ 450+
three business verticals: industrial solutions, water Years of building India Projects completed
and wastewater, and urban infrastructure, through RIL
and its project SPVs.
I Providing infrastructure solutions for an evolving world.
G D P ed 10
— Order book, 30 Sep 2026 States present
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 9/22
OUR JOURNEY
Building Step by Step Since 1994
India’s Ist
plo)] Leachate
Treatment Plant
India’s 1st
— Hyderabad
sector-specific
Industrial Park —
Ist proji ect ii n
O&M catering to
Urban Infra —
Ist project in
!1S 00+ phi ar ma
Incorporated in water r & Inntteegggr artaet¢: e d
Hyderabad wastewater Township
Ramky Infrastructure Limited - Investor Presentation - Q2 FY27 10/22
WHO WE ARE
Delivering Sustainable Growth
1,000+
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