The earnings season (Q2 of FY24) is about to start. Infrastructure theme, especially road infrastructure companies, has seen decent traction in the past 2-3 years. All eyes are on how major road construction companies improve execution, even as new orders hold the key for future growth. Here are four charts which tell the story.
![](https://bl-i.thgim.com/public/incoming/785pry/article67403903.ece/alternates/FREE_660/bl11Oct_Statistalk_Infra.jpg)
The revenue growth is not expected to result in higher gross margins.
![](https://bl-i.thgim.com/public/incoming/rxqrq7/article67403906.ece/alternates/FREE_660/bl11Oct_Statistalk_Infra2.jpg)
The EBITDA is expected to grow on absolute levels but margins may remain flat.
![](https://bl-i.thgim.com/public/incoming/osy4cj/article67403910.ece/alternates/FREE_660/bl11Oct_Statistalk_Infra3.jpg)
The bottom line is expected to improve.
![](https://bl-i.thgim.com/public/incoming/oc5yel/article67403913.ece/alternates/FREE_660/bl11Oct_Statistalk_Infra4.jpg)
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