A leading infrastructure company is back in the spotlight after announcing fresh orders worth Rs 1,690.51 crore in June 2025. The stock jumped nearly 3% following the exchange filing, bringing investor attention to its growing order book and potential upside.
With a market capitalization of Rs 14,541 Crores, the share price of NCC Ltd was trading almost 3% up to hit an intraday high of Rs 236.95 per share from its previous closing price of Rs 230.45 per share.
NCC Limited received fresh orders worth Rs 1,690.51 crore (excluding GST) in June 2025, all under its Buildings Division. These orders were awarded by various state government agencies and a private limited company.
The projects are part of the company’s regular business operations, with no related party involvement. The job durations range between 4 to 24 months, further strengthening NCC’s order book and execution visibility for the coming quarters.
NCC Limited is India’s second‑largest listed construction firm by revenue, working on turnkey EPC contracts and BOT projects under public‑private partnerships. Headquartered in Hyderabad, the company has a pan‑India footprint, about 13,750 employees (including contract staff) and an in‑house design & engineering team. Its diversified verticals span Buildings, Transportation, Water & Environment, Electrical (T&D), Irrigation, Mining, and Railways.
FY25 was a record year. NCC logged its highest ever annual order inflow of Rs 32,888 crore (up 20.5 % YoY) and closed the year with an all‑time‑high order book of Rs 71,568 crore (up 18.4 % YoY). A standout win was two large BSNL orders under the BharatNet middle‑mile network, one of the biggest single projects NCC has secured.
For FY26, management guides to Rs 22,000 – Rs 25,000 crore of fresh orders, riding on healthy sector demand and a strong bid pipeline. Revenue is expected to grow around 10 % YoY, backed by the robust backlog and steady execution, while EBITDA margins are targeted at 9.0 – 9.25 % through continued cost control and efficiency measures.
Entering the new fiscal, NCC sees a positive outlook with a solid order pipeline, focus on margin improvement, operational excellence, and sustainable growth, giving investors clear revenue visibility over the next several years.
The company reported a revenue of Rs 22,199 crore in FY25, up by 6.5 percent from its FY24 revenue of Rs 20,845 crore. Coming to its profitability, the company reported a net profit rise of 17.3 percent to Rs 868 crore in FY25 from Rs 740 crore in FY24.
The stock delivered an ROE and ROCE of 11.7 percent and 22.1 percent, respectively. In the last one year, the share price of NCC has tumbled 28 per cent, while its 3-year return is at 320 per cent.
Written By Rohan Pandey
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