Brahmaputra Infrastructure Ltd (BRAHMINFRA)

Construction · Infrastructure Developers & Operators · NSE · Updated 16 September 2026

By StockFin Research Team • AI-Assisted Analysis • Source: BSE/NSE Filings

₹152.05 ↑ 66.89% (1Y)

🎯 Key Takeaways

Brahmaputra Infrastructure Ltd is transitioning from a traditional infrastructure developer to a diversified player with growing exposure to real estate and healthcare infrastructure, supported by a robust order book and strategic expansion into high-margin segments. The company demonstrates improving financial momentum, with rising revenue and profitability trends, while maintaining a healthy balance sheet and strong returns on capital.
Revenue grew 18% QoQ to ₹111 in Q1FY27.
⚠️ 1) Overreliance on real estate and healthcare segments, which are cyclical and sensitive to regulatory or economic shifts. 2) Execution risk in large

Market Cap

₹441

P/E Ratio

7.2

P/B Ratio

1.54

ROE

21.4%

ROCE

18.9%

Debt/Equity

0.65

Promoter

74.0%

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📖 The Story

Brahmaputra Infrastructure Ltd is transitioning from a traditional infrastructure developer to a diversified player with growing exposure to real estate and healthcare infrastructure, supported by a robust order book and strategic expansion into high-margin segments. The company demonstrates improving financial momentum, with rising revenue and profitability trends, while maintaining a healthy balance sheet and strong returns on capital.

📰 What's Happening

In Q1 FY27, the company reported consolidated revenue of ₹110.79 crore, up 20.24% YoY, driven by 65.71% growth in Real Estate & Other Income and accelerated order book execution of ₹800 crores (80% of FY27 target). Management highlighted a ₹2,500 crore bid pipeline and plans for a ₹500-700 crore mixed-use development targeting ₹60 crore in sales by FY30. A recent Rs. 115.90 million LOA from Assam Health Infrastructure Development and Management Society for healthcare facility renovations strengthens its North Eastern footprint. The order book now stands at ₹1,600 crores with an 18-30 month visibility, underpinning revenue visibility and margin expansion.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Revenue	92	91	93	94	111
Operating Profit	22	23	21	20	25
OPM %	23.8%	24.8%	22.9%	21.7%	22.4%
Net Profit	15	15	15	15	16
EPS	₹5.18	₹5.04	₹5.21	₹5.09	₹5.68

Revenue has grown sequentially and YoY for four consecutive quarters, rising from ₹91 crore in September 2025 to ₹111 crore in June 2026, with operating margins holding firm above 21%. Profitability has improved steadily, with net profit increasing from ₹15 crore to ₹16.48 crore over the same period, reflecting operational efficiency and higher contribution from real estate income. EPS rose from ₹5.18 in June 2025 to ₹5.68 in June 2026, indicating bottom-line expansion aligned with management's focus on margin stability and cash flow generation.

🔮 Management Outlook & What's Next

Management expressed confidence in sustaining growth through order book execution, real estate diversification, and new mixed-use developments targeting ₹60 crore in sales by FY30. They highlighted no margin pressure despite rising execution, supported by strong cash flow and a pipeline of ₹2,500 crores. Upcoming milestones include the launch of a new shopping mall and continued execution of the ₹800 crore order book in FY27, which they expect to drive revenue visibility and long-term margin expansion.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

Item	Mar 2025	Mar 2025	Mar 2026	Mar 2026
Equity Capital	29	29	29	29
Reserves	151	257	286	316
Borrowings	184	186	166	127
Total Liabilities	702	699	706	717
Fixed Assets	75	69	82	106
Investments	18	74	6	4
Total Assets	702	699	706	717

The balance sheet shows a stable capital structure with equity and reserves holding steady at ₹29 crore and ₹286 crore respectively as of March 2026, while borrowings declined to ₹127 crore from ₹166 crore a year ago, indicating deleveraging. Total assets grew modestly to ₹717 crore, reflecting operational expansion without aggressive capitalization. The company maintains a conservative leverage profile (D/E of 0.65), supporting financial resilience and enabling strategic investments in healthcare and real estate without overleveraging.

💰 Cash Flow Statement (₹ Cr)

Item	Mar 2025
Operating	+41
Investing	+17
Financing	-45
Net Cash Flow	+12

👥 Shareholding Pattern

Category	Q2FY26	Q3FY26	Q4FY26	Q1FY27
Promoters	74.0%	74.0%	74.0%	74.0%
FII	0.0%	0.0%	0.0%	0.0%
DII	0.4%	0.4%	0.4%	0.0%
Public	19.0%	18.8%	18.2%	19.9%
# Shareholders	8,952	7,987	7,783	7,506

Promoter holding remains stable at 74.05% over the past year, suggesting confidence in long-term prospects. Institutional ownership is minimal, with FII at 0% and DII at 0.42% in Q1FY27, though public shareholding has slightly declined from 19.94% to 18.23% amid rising share count. The lack of institutional accumulation may reflect undervaluation or delayed recognition, but the stable promoter stake and broad retail base (7,506 shareholders) suggest retail confidence in the company's trajectory.

⚖️ Peer Comparison — Infrastructure Developers & Operators

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
LT	5.30 L Cr	31.9	17.8%	18.1%	0.90
RVNL	41,471	46.1	11.2%	9.1%	0.49
ACMESOLAR	29,759	43.0	13.8%	13.4%	2.31
KPIL	23,485	20.7	17.7%	14.5%	0.43
IRB	23,190	21.3	7.6%	4.5%	0.96
CEMPRO	20,640	34.3	31.4%	25.1%	0.40
JNPR	15,010	—	—	—	3.77
ENGINERSIN	14,745	18.8	32.7%	25.7%	0.00
WABAG	13,116	30.5	21.2%	15.3%	0.09
TECHNOE	11,051	25.6	13.7%	10.4%	0.02

🔗 Peer Stock Analyses

LT RVNL ACMESOLAR KPIL IRB

⚠️ Risk Factors

1) Overreliance on real estate and healthcare segments, which are cyclical and sensitive to regulatory or economic shifts. 2) Execution risk in large mixed-use developments, where delays or cost overruns could impact ₹60 crore FY30 sales target. 3) Margin pressure potential if input costs rise or competition intensifies in real estate, despite current assurances of stability. 4) Low institutional interest may limit liquidity and investor attention, potentially leading to higher volatility.

📋 Recent Filings

🧠 Analyst's Read

Brahmaputra Infrastructure is transitioning into a more diversified infrastructure and real estate player with improving financials and a visible order book, but execution risks in new segments and low institutional interest warrant monitoring. The company's ability to convert its ₹2,500 crore pipeline into revenue and deliver on mixed-use development targets will be critical for sustained growth.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-16.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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