Infra Stock in Focus After Securing ₹1,303 Cr Fresh Orders Across India and America

Synopsis: A diversified infrastructure EPC player secured fresh orders worth Rs. 1,303 crore across transmission, renewables, civil construction, and cables businesses. Backed by a Rs. 40,000 crore-plus order pipeline and record FY26 revenue of Rs. 23,506 crore, the company continues strengthening its presence across India’s expanding infrastructure and energy sectors. 

India’s infrastructure and energy buildout are creating sustained demand across power transmission, renewables, railways, and industrial construction. A diversified EPC player is capitalizing on this shift through steady order wins across multiple segments, strengthening its execution pipeline and expanding its presence in both domestic and international infrastructure markets. 

With a market capitalization of Rs.13,337 crore, the shares of KEC International Ltd. were trading at Rs. 502 per share, with a 52-week range of Rs. 947 to Rs. 466. It is trading at a P/E of approximately 20x.

Order Update

KEC International has secured new orders aggregating Rs.1,303 crore across four of its key business verticals. In Transmission & Distribution, the company bagged orders for 400/220 kV substations and associated transmission lines from a reputed private developer in Southern India, along with the supply of towers, hardware, and poles in the Americas,  strengthening both its domestic and international T&D order book. 

The Civil business secured an order for the construction of a press shop and associated facilities for an automobile factory in Northern India, adding a marquee name from one of India’s leading auto manufacturers to its client portfolio.

On the renewables front, the company locked in a 150+ MW wind EPC project in Western India from a renowned private developer, its latest in a string of successful wind order wins that are rapidly building out its renewables pipeline. The Cables & Conductors business also secured multiple orders domestically and in overseas markets, continuing its strong FY26 momentum, where it delivered 23% revenue growth.

Financial Snapshot & Business Overview

KEC International Limited, the flagship infrastructure EPC arm of the RPG Group, operates across power transmission, civil construction, transportation, renewables, oil & gas pipelines, and cables & conductors, with a presence in more than 110 countries. The company delivered its highest-ever FY26 revenue, driven largely by strong execution in the Transmission & Distribution segment, which now contributes the majority of overall revenues. 

On a consolidated basis, the company delivered a record revenue of Rs.23,506 crore in FY26, up 8% year-on-year. EBITDA stood at Rs.1,659 crore, with margins improving to 7.1% from 6.9% in FY25. Operating PAT came in at Rs.650 crore, growing 18% YoY, with operating PAT margins expanding to 2.8%. 

Its order book stood at over Rs.36,000 crore at the end of March 2026, while the combined order book and L1 position crossed Rs.40,000 crore, , with tenders under evaluation and in the pipeline exceeding Rs.180,000 crore, providing exceptionally strong long-term revenue visibility.

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