BSECompany Update29 Aug 2026 · 29 Aug 2026, 01:59 pm
Please find enclosed revised Investor Presentation of Financial Result for the quarter ended June 20,2026.
Meghna Infracon Infrastructure Ltd · 538668
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Meghna Infracon Infrastructure Ltd has released a revised investor presentation for Q1 FY27, highlighting operational and financial highlights, project portfolio, and future growth prospects.
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Meghna Infracon Infrastructure Ltd - 538668 - Revised-Investor Presentation On Financial Results For The Quarter Ended June 30,2026.
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Meghna
Infracon Infrastructure Ltd.
I n v e s t o r P r e s e n t a t i o n | Q 1 F Y 2 7
Disclaimer
This presentation and the accompanying slides (the “Presentation”) have been prepared by Meghna Infracon Infrastructure
Ltd. (the “Company”) solely for informational purposes. They do not constitute an offer, recommendation, or invitation to
purchase or subscribe to any securities, and shall not form the basis of or be relied upon in connection with any contract or
binding commitment whatsoever. No offering of securities by the Company will be made except through a statutory offering
document containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data it considers reliable. However, the
Company makes no representation or warranty, express or implied, and no reliance should be placed on the truth, accuracy,
completeness, fairness, or reasonableness of its contents. The Presentation may not be
all-inclusive and may not contain all the information you may consider material. Any liability arising from the contents of, or any
omission in, this Presentation is expressly disclaimed.
This Presentation contains certain forward-looking statements regarding the Company’s future business prospects and
profitability. These are subject to a number of risks and uncertainties, and actual results could materially differ from those
expressed or implied in such statements. These risks and uncertainties include, but are not limited to, fluctuations in earnings,
the ability to manage growth, domestic and international competition, economic conditions in India and abroad, the ability to
attract and retain skilled professionals, time and cost overruns on contracts, management of international operations,
government policies and regulatory actions, interest rates, and other fiscal factors prevailing in the economy. The Company
does not undertake to announce any changes to forward-looking statements should they become materially incorrect in the
future, nor to update any forward-looking statements made from time to time by or on behalf of the Company.
Table of Contents
Company Overview
Q1 Operational Highlights
Q1 Financial Highlights
Project Portfolio
Way Ahead
Company
Overview
About Us
Trusted Legacy
Execution Driven
• Built on strong promoter expertise and
governance standards • Speed, precision, and cost discipline at core
• Publicly listed platform with transparent • Proven ability to unlock value from land parcels
operations
Design-Led Development Future Ready Growth
• Premium positioning with emphasis on architecture • Robust pipeline aligned with premium housing
& lifestyle demand
• Low-density, high-value developments • Well-positioned to capture sectoral tailwinds
Capital Efficient Model Micro-Market Leadership
• Balanced mix of owned developments and • Deep focus on high-demand urban clusters
partnerships
• Strong understanding of local demand-supply
• Scalable platform with controlled leverage dynamics
50+ 1 lac+ 02
1000
Years of Sq. ft Projects
Current GDV
Experience Delivered completed
* Till Date
Key Milestones
2026 (Current)
• Launch of Meghna One at Thane- Marking Entry into Commercial office spaces
• Launch of Villas – Ultra Luxury Villa’s
2025
2023 – 2024
• Robust pipeline of ongoing and upcoming projects
• Focus on scalable growth and capital efficiency • Expansion of project pipeline
• Positioned to benefit from strong demand in Mumbai real estate • Strengthened brand positioning in Western suburbs
• Improved execution speed and operational efficiency
2020 – 2022
• Launched key residential projects 2017 – 2019
• Established partnerships with architects and consultants
• Initial land acquisitions in Mumbai
• Focus on premium and mid-premium housing segment
• Strengthened presence in Andheri & Goregaon
micro-markets
2016 • Built core team and execution capabilities
• Strategic entry into real estate sector
• Launch of Meghna Realty brand
• Shift in business focus towards development
Pre–2016
• Operated as Naysaa Securities Limited
• Listed entity with established governance framework
Vikram Lodha Meghna Lodha Ishan Lodha Bradley Pereira Amit Sathe
MD CFO CEO Director- Sales COO
Our Values
VISION
To lead with impact, set new benchmarks
of excellence, and shape industries while MISSION
contributing meaningfully to societal To deliver forward-thinking solutions and
progress. exceptional experiences that create
enduring value for stakeholders, partners,
and communities
Excellent Construction Transparency Customer First Approach Timely Delivery
Key Strengths
Visible Growth Pipeline
Proven Execution & Market
(Prime Mumbai Focus)
Leadership
• Ongoing projects ensuring steady cash flow
• 50+ years of promoter experience in real estate
visibility (24–36 months):
• Delivered 1.2+ million sq. ft across Mumbai
• Meghna-one (Thane)
• Deep presence in high-demand micro-markets: • Shree Pranam (Versova)
Goregaon, Andheri, Versova, Kandivali • Rivaan (Goregaon West)
• Strong track record in land-scarce, high-absorption locations • Entry into South Mumbai luxury redevelopment
• Expanding into higher-margin premium segment
Asset-Light, High-Return
Differentiated Leadership Vision
Business Model
• Focus on customer-centric residential design
• Redevelopment-led strategy → lower capital
intensity vs. greenfield • Positioning homes as “Sanctuaries of Strength” aligned with
modern urban families
• Debt-light balance sheet (D/E ~0.27) with
strong financial flexibility • Creating Long-term value through thoughtful planning and
superior execution
• Industry-leading returns:
• ROE ~52% • Expanding into commercial developments and ultra-luxury
• ROCE ~54% living to drive long-term growth
• Efficient capital allocation driving superior • Premium lifestyle developments in established
profitability neighborhoods
Operational
Highlights
Building tomorrow. Together.
Key Highlights – Q1 FY27
Sales Booking Area under Collections
Developme nt
Rs. 190 Mn.
2,53,230 Rs. 84.31 Mn.
Sq. Ft
Revenue EBITDA EBITDA Margin
Rs. 84.38 Mn. Rs. 9.30 Mn. 11.03%
Total Projects PAT Margin PAT
12 6.90% Rs. 5.67 Mn.
Key Operational Metrics
Presales (₹ Mn.)
Projects Delivered
FY25 FY26 Q1FY27
FY26 Q1FY27
Collections (₹ Mn.)
Area Sold (Sq. ft)
249.20
11,436
182.30
7,880.90 7,705
FY25 FY26 Q1FY27
FY25 FY26 Q1FY27
Financial
Highlights
Profitability Margins
49.45%
48.10%
36.30%
34.20%
31.27%
19.58%
14.14% 16.11% 14.60% 15.38% 13.70% 14.96%
12.30% 13%
11.03%
9.55%
7.30% 6.72%
Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27
EBITDA Margin PAT Margin
Profit & loss Statement – Q1 FY27
Particulars (₹ Mn.) Q1 FY27 Q1 FY26 QoQ (%)
Revenue from Operation 84.32 104.71 (19%)
Total Expenses 75.08 84.25 (10.88%)
EBITDA 9.3 20.06 (53.63%)
EBITDA Margins (%) 11.02% 19.15% (858 bps)
Finance cost 1.36 0.32 N.A
Depreciation 1.28 1.14 (12.2%)
Other Income 0.07 0.21 (66.66%)
PBT 5.67 19.2 (70.4%)
Tax 0.99 3.8 (74%)
PAT 5.67 15.33 (63%)
PAT Margins (%) 6.72% 14.65% (791 bps)
Basic EPS 0.25 1.28 (80.4%)
Project
Portfolio
Ongoing & Upcoming Projects
On-Going Projects
Project Name Total Units Units Booked Amount Received (Mn.) Project Completion Status
Riviera 25 25 160 Society Handing over
Rivaan 52 40 190 70%
Shree Pranam 34 25 20 20%
Meghna-One 139 81 10 1%
Josville 11 8 20 10%
Manju villa 20 23 50 70%
Upcoming Projects
Project Name Total Units Total Saleable Area Location
Bole Smruti 22 12,709 Sq ft Dadar West
Bharti CHS 68 16,453 Sq ft Bandra West
Jai Murli 40 12,915 Sq ft Khar West
Viram 13 10,498 Sq ft Juhu (JVPD)
Jay Pathik 24 14,163 Sq ft Goregaon West
Naval 66 19,248.09 Sq ft Goregaon West
Historical
Financials
Profit & Loss Statement
Particulars (₹ Mn.) FY26 (2025-26) FY25 (2024-25)
Revenue from Operation 462.0 398.7
Total Expenses 359.77 285.32
EBITDA 102.23 28.3
EBITDA Margins (%) 22.12% 7.03%
Finance Cost 2.3 3.1
Depreciation 0.54 1.8
Other Income 1.1 3.50
PBT 95.6 112.01
Tax 39.6 14.1
PAT 55.9 97.9
PAT Margins (%) 12.10%
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