₹7,385 Cr Order Book: Stock Jumps 7% After Securing First Defence Segment Order from BEL

Synopsis: Small-Cap shares rose 7% as its subsidiary secures a ₹35.70 lakh defence order from Bharat Electronics Limited, marking entry into technology-driven defence projects to be completed in three months.

The shares of a Small-Cap company, specialising in providing comprehensive Engineering, Procurement, and Construction (EPC) and Operations and Maintenance (O&M) services, primarily for the telecom and solar energy industries, are in focus after its subsidiary received its first Defence Segment order from BEL.

With a market capitalization of Rs. 3,200.50 crores in the day’s trade, the shares of Bondada Engineering Ltd rose by 6.9 percent, reaching a high of Rs. 295.80 per share compared to its previous closing price of Rs. 276.55 per share.

What Happened

Bondada Engineering Ltd, engaged in providing comprehensive Engineering, Procurement, and Construction (EPC) and Operations and Maintenance (O&M) services, through its subsidiary Bondada Dynamics Private Limited, has secured its first order in the defence sector from Bharat Electronics Limited for the supply of critical components. 

This marks a significant strategic milestone for the Company, establishing its entry into high-growth, technology-driven areas within the defence segment and laying a strong foundation for future opportunities and partnerships. The order, valued at Rs. 35.70 lakhs, is for the domestic supply of defence components and is to be executed within three months from receipt of the work order.

Financials & Others

The company’s revenue rose by 89 percent from Rs. 376 crores in December 2024 to Rs. 712 crores in December 2025. Meanwhile, Net profit rose from Rs. 25 crores to  Rs. 54 crores in the same period.

The company exhibits strong financial health with a high return on capital employed (ROCE) of 39.5% and a robust return on equity (ROE) of 36.2%. It maintains a conservative capital structure, with a debt-to-equity ratio of 0.41, and is attractively valued with a low PEG ratio of 0.14, indicating significant growth potential relative to its price.

It has demonstrated impressive financial performance, achieving a robust profit growth with a 5-year CAGR of 61.2%. Additionally, it has maintained a strong return on equity, recording a 3-year average ROE of 35.1%, reflecting efficient capital utilisation and consistent value creation for shareholders.

Bondada Engineering Ltd is an Indian publicly listed EPC (Engineering, Procurement & Construction) and infrastructure services company headquartered in Hyderabad, Telangana. Founded in 2012, it provides a wide range of services across the telecom and renewable energy sectors, including turnkey construction and maintenance of telecom towers and optical-fibre networks, supply of poles and power equipment, and installation and operations support.

The order book shows a total value of Rs. 7,385 crore, with the majority coming from Renewable Energy at Rs. 4,630 crore (62.7%), followed by Battery Energy Storage (BESS) at Rs. 1,463 crore (19.8%). Other segments include One Telecom at Rs. 989 crore, Indian Railways at Rs. 190 crore, and Products at Rs. 113 crore. The data highlights a strong focus on renewable energy and storage solutions.

The company has a diversified customer portfolio across telecom, IT, energy, and infrastructure sectors. Key clients include BSNL, Reliance Jio, Airtel, VI, Indus Towers, Tata, Ericsson, Microsoft, and major government and energy players like BHEL, NLC India, MAHAGENCO, SCCL, NTPC Renewables, TANGEDCO, AP Transco, as well as Adani, KP Group, and Paradigm IT. This reflects a broad and balanced mix of private and public sector customers.

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