Investors are eyeing select infra stocks trading at up to 28% discount and below the industry P/E of 22.36. This valuation gap signals potential upside driven by sector growth, improving order inflows, and infrastructure expansion offering an attractive entry point for long-term investors in India’s power ecosystem.
GPT Infraprojects
A key part of the GPT Group, based in Kolkata, India. Started in 1980, the company builds roads, bridges, and other big projects across India and nearby countries like Bangladesh and Sri Lanka. It also makes special concrete parts for railways, such as sleepers that hold tracks in place. With a focus on strong work and growth, GPT Infraprojects helps connect places and supports India’s growing needs in construction and rail travel.
GPT Infraprojects Limited’s stock, with a market capitalisation of Rs. 1,387 crores, rose to Rs. 109.78, hitting a high of 3.03 percent from its previous closing price of Rs. 106.55. Furthermore, the stock is trading at a discount of 28 percent from its 52w Highs of Rs. 153.45.
The company reported revenue of Rs. 313 crore in Q1FY26, down 17.8% QoQ from Rs. 381 crore in Q4FY25 but up 29.3% YoY from Rs. 242 crore in Q1FY25, reflecting strong annual growth despite sequential moderation.
Net profit stood at Rs 25 crore, rising 13.6% QoQ from Rs 22 crore and 56.3% YoY from Rs 16 crore, indicating healthy earnings momentum. The company’s P/E ratio of 16 is below the industry average of 22.36, suggesting attractive valuation compared to peers. Over three years, profit CAGR is 49%, sales CAGR 21%, and ROE CAGR 18%, showcasing steady financial performance and improving returns.
Ramky Infrastructure
The Ramky Group in Hyderabad, India, began in 1994 and works on all kinds of building projects. It handles water systems, roads, airports, and even waste management to keep cities clean. The company teams up with governments on big public projects and cares about the environment with special safety and quality checks. With over 2,000 workers and offices in many Indian states plus the UAE, Ramky builds homes, factories, and green spaces to make life better for people.
Ramky Infrastructure Limited’s stock, with a market capitalisation of Rs. 4,324.86 crores, fell to Rs. 625, hitting a low of up to 0.37 percent from its previous closing price of Rs. 627.35. Furthermore, the stock is at a discount of 12.8 percent from its 52w High of Rs. 705.
The company posted revenue of Rs 379 crore in Q1FY26, down 22.4% QoQ from Rs 489 crore in Q4FY25 and 33.4% YoY from Rs 569 crore in Q1FY25, indicating weak demand and slower sales growth both sequentially and annually.
Net profit came in at Rs 77 crore, a strong turnaround from a Rs 3 crore loss in Q4FY25 and up 8.5% YoY from Rs 71 crore, showing improved profitability and cost control. The company’s P/E ratio of 21.2 is slightly below the industry average of 22.36, reflecting a slight discount. Over three years, profit CAGR stands at 104%, sales CAGR at 12%, and ROE CAGR at 14%, highlighting robust earnings growth despite recent revenue pressure.
PNC Infratech
Started in 1999 and based in Agra, India, is a top builder of roads, highways, bridges, and airports. It takes full charge of projects from planning to finish, using smart tech to get jobs done on time. The company works with governments on big deals and manages things like power lines too. Known for quick and solid work, PNC helps India’s travel and power systems grow, creating jobs and safer paths for everyone.
PNC Infratech Limited’s stock, with a market capitalisation of Rs. 7,236 crores, fell to Rs. 282, hitting a low of up to 1 percent from its previous closing price of Rs. 284.95. Furthermore, the stock is trading at a discount of 21 percent from its 52w High of Rs. 357.45.
The company reported revenue of Rs 1,423 crore in Q1FY26, declining 16.5% QoQ from Rs 1,704 crore in Q4FY25 and 34.4% YoY from Rs 2,168 crore in Q1FY25. This indicates a continued slowdown in sales momentum over both quarterly and yearly periods.
Profit for Q1FY26 stood at Rs 431 crore, rising sharply by 474.7% QoQ from Rs 75 crore in Q4FY25 but declining 25% YoY from Rs 575 crore in Q1FY25. The company’s P/E ratio of 17.9 remains lower than the industry average of 22.36, showing relatively cheaper valuation. Over three years, profit CAGR stands at 12%, sales CAGR at -2%, and ROE CAGR at 16%, reflecting moderate profitability growth despite revenue contraction.
Written By Fazal Ul Vahab C H
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