BSECompany Update20h ago · 10 Aug 2026, 07:43 pm

Pursuant to regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, please find enclosed herewith a copy of the Investor ....

Dilip Buildcon Ltd · 540047

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Dilip Buildcon Ltd has released an investor presentation for Q1 FY27, highlighting its business transition from legacy EPC to a multi-asset infrastructure powerhouse. The company has a diversified order book across 12 pan-India verticals, with a strong EPC legacy and a focus on return on invested capital (ROIC).

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern2/10
Regulatory Risk3/10
Balance Sheet Risk5/10
Liquidity Impact8/10
Market Sentiment6/10

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Dilip Buildcon Ltd - 540047 - Announcement under Regulation 30 (LODR)-Investor Presentation

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August 10, 2026 To To BSE Limited National Stock Exchange of India Ltd. Listing Department Exchange Plaza, C-1, Block G P.J Tower, Dalal Street BandraKurla Complex, Mumbai – 400001 Bandra (E), Mumbai – 400051 Stock Symbol -540047 Stock Symbol –DBL Sub: -Investor Presentation Pursuant to regulation 46(2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, please find enclosed herewith a copy of the Investor Presentation for the quarter ended June 30, 2026. Further, inform you that the said information will be available on the website of the Company: www.dilipbuildcon.com We request you to take the said investor presentation on record. For Dilip Buildcon Limited Abhishek Shrivastava Company Secretary Encl: A/a DILIP BUILDCON LIMITED A Multi-Asset Infrastructure Developer Q1 FY27 INVESTOR PRESENTATION Safe Harbor Thispresentationhasbeenprepared byDilipBuildconLimited(the“Company”)solelyforinformationpurposesanddoesnotconstituteanyoffer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering documentcontainingdetailedinformation abouttheCompany. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subjecttoknownandunknownrisks,uncertaintiesandassumptionsthataredifficulttopredict.Theserisksanduncertaintiesinclude,butarenot limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferencesand its exposure to market risks,aswellas other risks.The Company’sactual results,levelsof activity,performance orachievements coulddiffermateriallyandadverselyfromresultsexpressedinorimpliedbythisPresentation.TheCompanyassumesnoobligationtoupdateany forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in thisPresentationarenotadoptedbytheCompanyandtheCompanyisnotresponsible forsuchthird-partystatementsandprojections. www.dilipbuildcon.com Table of Contents Way Q1 FY27 Company Overview Business Transition Ahead Financial Highlights www.dilipbuildcon.com COMPANY OVERVIEW www.dilipbuildcon.com Company Overview From legacy EPC to A MULTI-ASSET INFRASTRUCTURE POWERHOUSE Pan-India listed infrastructure company combining Execution, Asset Ownership and Annuity Cash Flows 20 States PPP Asset Portfolio Rs 30,215 Cr 35+ Years under InvIT Platforms 1 Union Diversified Order Infrastructure Territory Book across 12 development Pan-India verticals Mine Developer & Operator (Coal + Bauxite) ~90% 21,221+ 10,394+ Strong EPC Legacy Early Completion Employees Equipment Fleet with Focus on ROIC www.dilipbuildcon.com Evolved into a Multi-Asset Infrastructure Player ASSET CREATION AND CAPITAL RECYCLING (2017–2023) From execution to ownership 2017 Sold portfolio of 24 road assets DIVERSIFICATION & CAPITAL (~Rs 10,500 Cr Enterprise Value), largest MULTI-ASSET DEVELOPER FORMATION road buyout at the time GENERATING PERPETUAL CASH- (2011–2016) FLOWS Building scale, sectors and capital 2018 Entered airport infrastructure (2024–ONWARDS) 2012 development INFRASTRUCTURE ENTRY Raised Rs 75 Cr from BanyanTree Perpetual cash flows and capital recycling AND SCALE-UP (2001–2010) Capital for scale-up 2019 Expanded into tunnels and metro 2024 Transition from construction to 2014 projects; revenue growth >120% since Net worth crossed Rs 5,000 Cr infrastructure Entered irrigation and water IPO 2025 FOUNDATION AND 2001 infrastructure INTEGRATION PHASE Forayed into infrastructure with (dams, canals, water supply) 2020 Listing of Anantam Highways Completed 14 projects worth InvIT, formalising annuity and (1987–2000) first road construction project 2015 Rs 10,544 Cr —highest-ever annual capital-recycling model Building core construction capability 2007 Forayed into mining (overburden completion 2026 Converted into a Private Limited removal for Government of India) 1987 2021 Coal MDO production crossed Started as a proprietorship firm Company to facilitate growth 2016 Achieved highest-ever order inflows 30 MMT, steep ramp up in 3 Years focused on real estate construction 2009 IPO oversubscribed 22x —one of and record order book Secured World Bank funded road the most successful EPC listings in 1994 project in Himachal Pradesh, a decade 2022 Expanded into sewage treatment Completed projects worth expanding geographic footprint and allied civil works Rs 8,160 Cr across 8 states despite 2010 macro headwinds 1996 Won first large EPC project First backward integration with 2023 (Rs 1,081 Cr) in Gujarat; entered acquisition of a stone crusher Crossed Rs 10,000+ Cr in annual turnover second state www.dilipbuildcon.com DBL 2.0 Business Structure Execution Engine MDO MULTI ASSET PLATFORM Capability backbone that feeds & Long-Term Cash Flow Engine enables DBL’s entire business model. Value Unlocking Engine MDO transforms DBL from a project- InvIT converts built assets into long-term, based contractor to a long-term Cash income-generating financial assets Flow generator • Proven in-house EPC capabilities across 12 sectors drive scale, efficiency, and timely delivery • Coal & Bauxite MDO contracts with • Monetizationof operational assets • Strong PAN India Presence across 20States & 1 secured tenure (25–55 years). Union territory • Enables Capital Recycling & • Volume-linked revenue model with strong Deleveraging earnings visibility and sustainable margins • Foundation for other businesses like MDO & InvITs • Generates recurring Distribution Income • Generates consistent and predictable cash flows • Drives ROIC improvementand Shareholders returns www.dilipbuildcon.com Integrated Model Creating Enduring Value EPC BUILDS. ASSETS DELIVER. CASH FLOWS SUSTAIN. A VIRTUOUS CYCLE THAT DRIVES LONG-TERM VALUE. Cash Upstream Cash Upstream Cash Generated from Assets Cash Generated from Assets are reinvested into DBL EPC are reinvested into DBL The Foundation Develops site for Mining Develops Long-term Activity Annuity Assets EPC margins are earned by DBL MDO PPP InvIT Assets (Mining & Development Operations) (Toll & Annuity Assets) Stable Cash Flows Predictable, long-duration Cash Flows generating assets Long-term Mining Contracts Long-term Annuity Streams www.dilipbuildcon.com Way Ahead EPC MDO InvIT Transfer matured roads, power, renewable Focus on scale-driven growth with Ramp up production volumes across existing and transmission assets to InvITs margin-led, selective bidding mining assets Increase mix of asset-light, high-ROIC Unlock growth opportunities in Domestic and Increase share of recurring distribution segments(Water, Urban infra, International income Renewables, Transmission) To be Net Debt positive on Standalone Drive ope [Showing first 8,000 characters — download PDF for full document]