Infra stock jumps after receiving 3 additional orders worth ₹530.72 Cr 

Synopsis: The shares of this small-cap construction company were in the news today after it received 3 additional orders worth Rs 530.72 crore, which has brought the total worth of orders to Rs 2,593.43 crore in the month of November. 

The shares of this company, which undertakes turnkey EPC contracts and BOT projects on a public-private partnership basis, were in the spotlight today following the company’s announcement of receiving 3 additional orders, which has brought the total inflow of orders valued at Rs 2,593.43 crore this November. 

With a market cap of Rs 10,773 Crore, the shares of NCC Ltd gained about 2.24% and reached a high at Rs 175.30, compared to its previous day closing price of Rs 171.45. The shares have given a return of 232% in the last 5 years and are trading at a PE of 13.6, whereas their industry PE is 19. 

About the order

NCC has reported a strong month of order wins for November 2025, taking its total to Rs 2,593.43 crore. This includes the major Rs 2,062.71 crore order disclosed earlier on 25th November, which was for the expansion and modernisation of Gauhati Medical College & Hospital, and three additional orders together worth Rs 530.72 crore. These new contracts are well spread across the company’s core divisions, like Rs 321.18 crore for the Buildings Division, Rs 129.77 crore for the Water Division, and Rs 79.77 crore for the Transportation Division, showing healthy, broad-based demand across its business segments.

These orders give NCC a solid boost going into the next few quarters. With major work lined up across three different verticals, the company enters its upcoming execution cycle with stronger visibility, better utilisation of its resources, and a more balanced project mix. Overall, this inflow strengthens NCC’s order book and supports its ongoing growth momentum in India’s infrastructure space.

Financials and others

The revenue from operations is at Rs 4,543 crore in Q2 FY26 versus Rs 5,196 crore in Q2 FY25, which is a fall of about 13 per cent YoY. Similarly, the net profit has also fallen by about 5% when we compare the Q2 FY25 profit of Rs 175 crore with the Q2 FY26 profit of Rs 167 crore. 

NCC’s order book is a solid Rs 71,957 crore, giving the company a strong base to work from in the coming years. What stands out is how balanced and diverse this pipeline is. The Buildings segment leads with 31%, showing continued demand for housing, commercial spaces, and institutional projects. The Transportation segment follows at 24%, reflecting NCC’s deep involvement in road and urban mobility projects in areas that are seeing steady nationwide investment.

The rest of the order book is spread across several important sectors: Electrical (T&D) makes up 21%, Water & Railways account for 11%, Irrigation & Others contribute 7%, and Mining adds 6%. This healthy mix means the company isn’t overly reliant on any one area and has work lined up across a wide range of infrastructure needs. Altogether, it’s a strong, well-rounded pipeline that supports stable execution and long-term growth.

NCC has spent more than four decades helping build the backbone of India’s infrastructure. Over the years, the company has steadily expanded into almost every major area of construction, which includes buildings, transportation, water and environment projects, electrical (T&D) networks, irrigation systems, mining and railways. With every decade, the company has grown stronger, adding new capabilities and proving itself across a wide variety of projects.

Its impact can be seen in the scale of what it has delivered: 520 plus building projects, 36,525 plus km of water pipelines, 350,000 plus acres of irrigated land, and 35,000 plus  villages electrified, which are all powered by a team of 13,600 plus employees. These achievements show how deeply NCC’s work touches everyday life, from bringing electricity to remote villages to making water access easier and creating the spaces where people live and work. It’s a track record that highlights not just growth, but a long-standing commitment to supporting India’s development.

Written by Leon Mendonca. 

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