Highway Infrastructure Ltd (HILINFRA) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company achieved its highest-ever order book of INR 775 Crores as of September 2025, marking a 46% increase in H1 FY26 and providing strong multi-year revenue visibility.
- Financial performance showed significant improvement in profitability, with a 253% year-on-year increase in Q2 FY26 EBITDA and a 515% year-on-year growth in Profit After Tax, driven by better margin projects and operational efficiencies.
- The company has successfully expanded its Tollway Collection vertical, scaling from operating 7 toll plazas in FY24 to 15 in FY25, and has commenced operations at several new high-traffic corridors.
- Strategic expansion is underway, with a focus on deepening presence in high-growth states like Assam, Gujarat, and Uttar Pradesh, and exploring new markets such as Jammu & Kashmir, Bihar, and Telangana to capitalize on nationwide infrastructure development.
- The balance sheet has been strengthened, with the debt-to-equity ratio improving to 0.61x, supported by a healthy cash position, which enables the company to bid for larger projects and fund future growth.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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