RBM Infracon has released the transcript of its earnings conference call held on June 16, 2026, discussing the financial performance for H2 FY26 and FY26. The company reported a 53% increase in revenue to ₹492.22 crores for the full year ended March 31, 2026, compared to ₹321.75 crores in FY25. Profit after tax grew by 54% to ₹45.28 crores, with a PAT margin of 9.2%. EBITDA increased by 69% to ₹74.10 crores, with margins expanding to over 15%.

Financial Performance

The company attributed the growth to a deliberate strategy across six verticals, including EPC, O&M, and plant turnarounds. H2 FY26 revenue stood at ₹208.22 crores with a PAT of ₹18.36 crores. Total assets increased to ₹673.47 crores as of March 31, 2026, from ₹298.66 crores a year ago, while net worth strengthened to ₹187.63 crores. The gross block saw significant expansion, rising from ₹24 crores to ₹113.11 crores due to heavy capital investment in plant and machinery.

Operational Updates and Order Book

RBM Infracon's order book stood at over ₹700 crores as of the first half of FY27, executable over the next year. Key contracts include the Epitome Industries project worth ₹957 crores and the ONGC Nandej production enhancement contract. The company is also expanding internationally, with an order worth 1.3 million Omani Riyals for a Green Hydrogen project in Oman. Management cited geopolitical tensions, specifically the Iran–Israel conflict, as a cause for supply chain disruptions and machinery delivery delays during the year.

Future Outlook

For FY27, the company has set a revenue target of ₹700 crores. Management expects further margin improvement by securing quality work at better rates. The company is also exploring opportunities in green hydrogen and solar infrastructure. Regarding the proposed semiconductor project with Sujog Global, management stated that the venture is in the early stages, with a focus on infrastructure development, and detailed projections will be shared following validation by a major consultancy firm. The company expects to receive final approval for its mainboard migration within 20–22 days.

RBM Infracon appointed Ms. Pallavi Mani as a Non-Executive Director (Additional) effective June 17, 2026, subject to the approval of shareholders. The decision was taken by the Board of Directors during its meeting held on Wednesday, June 17, 2026. The appointment follows the recommendation of the Nomination and Remuneration Committee and aims to strengthen the company's governance structure with expertise in technology and data analysis.

The Board confirmed that the composition of the Board of Directors remains in compliance with the requirements prescribed under the Companies Act, 2013 and the SEBI (Listing Obligations and Disclosures Requirements) Regulations, 2015. The meeting commenced at 6:30 PM and concluded at 7:00 PM on the same day.

Ms. Pallavi Mani holds a DIN of 09718462 and is a Computer Engineering graduate. Her profile indicates knowledge of information technology, data analysis, and emerging technologies. The company expects her analytical skills and understanding of technology-driven solutions to contribute to operational efficiency and digital initiatives across industries, including the infrastructure sector.

Disclosures regarding the appointment confirm that Ms. Mani is related to the Directors of the company. Furthermore, it has been certified that she is not debarred from holding the office of director by virtue of any SEBI order or any other such authority. The appointment details were submitted to the National Stock Exchange in compliance with Regulation 30 of the SEBI LODR Regulations.

Appointment Details