Transmission sector stocks are gaining attention as companies secure massive order books, ensuring long-term revenue visibility. Several leading players now hold confirmed orders exceeding Rs. 10,000 crore, highlighting strong industry demand and robust growth potential. These backlogs position transmission companies to capitalize on India’s infrastructure push, renewable integration, and global energy transition opportunities in the coming years.
Here are a few transmission companies with huge order books of more than Rs. 10,000 crore
Hitachi Energy India Limited
With a market capitalization of Rs. 85,629.53 crore, the shares of Hitachi Energy India Limited were currently trading at Rs. 19,211.35 per equity share. As of June 30, 2025, Hitachi Energy India Limited reported its highest-ever order backlog of Rs. 29,125.3 crore, ensuring strong revenue visibility for upcoming quarters. In Q1 FY26, the company recorded an order book of Rs. 11,339.2 crore.
Hitachi Energy India Limited was established in 2019 in Bengaluru. The company designs, manufactures, and provides advanced power grid and energy solutions. Hitachi Energy enables safe, reliable electricity supply and smart digital grids for industries and utilities across India.
The company operates major manufacturing sites, delivers innovative technologies, and supports India’s clean energy transition. Hitachi Energy India focuses on making electricity more efficient, sustainable, and accessible for all regions.
Kalpataru Projects International Limited
With a market capitalization of Rs. 21,039.18 crore, the shares of Kalpataru Projects International Limited were currently trading at Rs. 1,232 per equity share. As of June 30, 2025, Kalpataru Projects International Limited reported a strong order book worth Rs. 65,475 crore. The Transmission and Distribution (T&D) segment led the portfolio with Rs. 26,725 crore, contributing 41 percent of total orders.
Other major orders include Buildings & Factories worth Rs. 16,695 crore, Water projects of Rs. 8,903 crore, Oil & Gas at Rs. 7,148 crore, Railways worth Rs. 3,211 crore, and Urban Infrastructure at Rs. 2,792 crore. The order mix is balanced, with 60 percent from domestic markets and 40 percent from international markets.
Kalpataru Projects International Limited was founded in 1981 and is a leading EPC company in India. The company handles turnkey solutions for power transmission, buildings, water supply, railways, oil and gas, and urban infrastructure projects globally. It operates in over 75 countries, executing more than 300 ongoing projects.
K E C International Limited
With a market capitalization of Rs. 22,572.43 crore, the shares of K E C International Limited were currently trading at Rs. 847.95 per equity share. As of June 30, 2025, KEC International Limited reported a robust order book worth more than Rs. 40,000 crore. The Transmission and Distribution (T&D) segment, including the L1 order, dominated the portfolio with Rs. 26,000 crore, contributing 60 percent of total orders (including SAE Towers contribution).
Other key segments include Civil Infrastructure at 28 percent, Transportation at 9 percent, cables at 1 percent, renewables at 1 percent, and oil and gas segments at 11 percent. The order mix remains diversified, with 65 percent from domestic markets and 35 percent from international markets.
KEC International Limited was established in 1945 and is a leading global EPC firm in power transmission and infrastructure. The company operates in over 110 countries and specializes in turnkey projects for power, railways, civil infrastructure, and renewable energy sectors. It has robust manufacturing and engineering capabilities.
Transrail Lighting Limited
With a market capitalization of Rs. 9,862.45 crore, the shares of Transrail Lighting Limited were currently trading at Rs. 734.60 per equity share. As of June 30, 2025, Transrail Lighting Limited reported a strong unexecuted order book, including an L1 order worth Rs. 15,637 crore. The Power T&D segment (including substations) dominated the portfolio with 93 percent of total orders.
Other key segments include Railways at 2 percent, Civil at 4 percent, and Poles & Lighting at 1 percent. The order mix is balanced, with 60 percent from domestic markets and 40 percent from international markets.
Transrail Lighting Limited, established in 2008, is a leading EPC company specializing in power transmission and distribution. The company provides turnkey solutions and manufactures lattice structures, conductors, and poles. It operates in over 50 countries with advanced manufacturing facilities and extensive project execution experience.
Techno Electric & Engineering Company Limited
With a market capitalization of Rs. 15,107.31 crore, the shares of Techno Electric & Engineering Company Limited were currently trading at Rs. 1,299 per equity share.
As of June 30, 2025, Techno Electric & Engineering Company Limited reported a strong EPC order book worth Rs. 10,408. The Transmission segment led the portfolio with Rs. 7,117.2 crore, contributing 68.48 percent of total orders. Other significant segments include Generation valued at Rs. 1,026.6 crore, Distribution at Rs. 2,191.8 crore, and Data Center at Rs. 62.40 crore.
Techno Electric & Engineering Company Limited (TEECL), established in 1963, is a leading Indian power infrastructure company. It specializes in EPC services across power generation, transmission, and distribution. TEECL also owns assets and has expanded into renewable energy and data center sectors with strong technical expertise.
Written By – Nikhil Naik
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