• Financial performance: For Q4, Ramky Infrastructure reported a net profit of 43 crore compared to a loss of 13 crore in the previous year, while full-year FY26 consolidated PAT grew 40% to 283 crore despite revenue missing targets at around 1,850 crore due to client decision delays.
• Order book pipeline: The company holds an order book of 13,000 crore to be executed over the next two financial years, backed by an upcoming bid pipeline of 13,000 to 14,000 crore over the next six months.
• Key project wins: Growth is driven by recent project wins, including a 2,100 crore water and wastewater contract with Hyderabad's HMWSSB, an MIDC BOT industrial project, and a 1,300 crore industrial park project.
• International expansion strategy: Ramky is pursuing water, wastewater, and industrial park opportunities across Africa and the Middle East, specifically targeting Oman, the UAE, and Saudi Arabia.
• Dividend policy: The board has recommended a dividend payout for the first time in 14 years and is evaluating a recurring year-on-year dividend policy going forward.