₹72,000 Cr Order Book: Stock jumps 3% after securing orders worth ₹2,457 Cr

Synopsis: With a market cap over Rs 9400 Cr, a Construction stock announces that the company has bagged orders worth over Rs 2400 Cr, this adds on to the robust order book of Rs 72000 Cr of the company. 

A small cap company in the business of civil construction saw its stock surge soon after the company announced a list of orders the company bagged in the month of January in 2026. The company in context has been a part of significant projects such as Mumbai Metro and Bengaluru metro.

With a market cap of Rs 9,405 Cr, NCC Ltd saw its stock hit an intraday high of Rs 150 which is almost 3 percent higher than the previous close of Rs 146 . The company stock has given a compounded return of 17 percent in the last three years.

What’s the News?

On Saturday, NCC Ltd announced that the company has secured five new orders in the month of January (2026). The total value of all the orders stood at Rs. 2,456.89 crore. These orders have strengthened the company order book across key segments, with the Water Division accounted for the largest share with orders worth Rs. 1,922 crore, this was followed by the Transportation Division at Rs. 290.02 crore and the Electrical Division at Rs. 244.61 crore, reflecting diversified growth and strong execution capabilities.

The Order Book 

As of Q2FY26, the company’s order book stands at almost Rs 72000 Crore, which when broken down we can see 31 percent are building orders, 24 percent are Transportation, 11 percent are Water & Railways while the rest 34 percent were Electrical (T&D),  Mining, Irrigation and Others types or order. In the same quarter, the company saw more than Rs 6,200 Cr order inflow in Q2FY26, while also executing about Rs 4,300 Cr orders.

Revenue Mix

In the first half of the current fiscal year, the company derived a dominant 85 percent of its revenue from the construction segment, generating over Rs 8,200 crore. Coal mining contributed 13 percent of total revenue, amounting to Rs 1,311 crore, while the real estate business accounted for a marginal 2 percent, with revenue of just Rs 178 crore.

A Investor Holding

Ace investor Rekha Jhunjhunwala has been invested in the stock since FY25, holding over a 8 percent   stake at that time. Collectively, the associated portfolios still continue to own around a 12 percent  stake in the company as of Q3 FY26 data.

Business Overview

NCC Limited, incorporated in 1978, is one of India’s leading construction and infrastructure companies, engaged in executing turnkey EPC contracts and BOT projects under the Public-Private Partnership (PPP) model. Headquartered in Hyderabad, Telangana, the company operates across buildings, transportation, water & environment, electrical (T&D), irrigation, and mining segments, with a strong presence across India’s core infrastructure development landscape.

NCC Limited’s clients primarily include central and state governments and PSUs such as BSNL, Coal India subsidiaries, metro rail authorities, highway agencies, and water resource departments. 

Significant projects include Mumbai Metro Line-6, Bengaluru Metro Rail works, and major national highway construction projects, along with water supply schemes, mining contracts, hospitals, institutional buildings, and BharatNet digital infrastructure across India.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post ₹72,000 Cr Order Book: Stock jumps 3% after securing orders worth ₹2,457 Cr appeared first on Trade Brains.