Synopsis:
This infra stock rallied 19% after strong Q2 performance with sharp YoY growth in sales and profit, robust order inflows of Rs. 463 Cr, order book at Rs. 1,634 Cr, and aggressive capacity expansion across AP and Gujarat supporting future growth visibility.
This company provides turnkey pre-engineered steel construction solutions in India and services industrial, warehousing, logistics, auto, infra, commercial, data center & institutional segments is now in the focus after strong Q2 results and current order book at Rs. 1,634 crore.
With market capitalization of Rs. 4,375 cr, the shares of Interarch Building Solutions Ltd are currently trading at Rs. 2,580 per share, up by 19% making a high of Rs. 2,616, from its previous close of Rs. 2,194.40 per share. The stock is listed on 30th August 2024, listed at a price of Rs. 1299.00, which is 44.33% higher than the allotment price. The stock delivered 52% in return in the past year.
QoQ view
The company also showed healthy momentum QoQ with revenues rising up by 29% from Rs. 381 Cr in Q1FY26 to Rs. 491 Cr in Q2FY26. EBITDA improved by 32% to Rs. 41.6 Cr from Rs. 31.6 Cr QoQ and net profit moved up 14% from Rs. 28.4 Cr to Rs. 32.3 Cr. EPS too improved to Rs. 19.25 from Rs. 17.05 in the previous quarter reflecting continued operating leverage and margin improvement.
YoY view
In Q2FY26, Interarch Building Solutions delivered a strong YoY performance with sales rising 52% to Rs. 491 Cr from Rs. 323 Cr in Q2FY25. EBITDA jumped 65% YoY to Rs. 41.6 Cr from Rs. 25.2 Cr and Net profit increased 56% YoY to Rs. 32.3 Cr from Rs. 20.7 Cr. EPS also came in significantly higher at Rs. 19.25 from Rs. 12.42 YoY.
Order book
The company booked orders worth Rs. 463 crore between August 1 and October 31, 2025, primarily from industrial customers, which represented 91% of the order wins, while logistics accounted for 9%.
Key customers securing new orders during this period include Rungta Mines, Havells India, Balaji Action Buildwell, Techno Electric & Engineering, Jindal Stainless, Horizon Industrial Park, Ample Park Project, and Systematic Conscom. As of October 31, 2025, the total order book stands at Rs. 1,634 crore.
Management commentary
Interarch management stated that Q2 FY26 was a landmark quarter with the company delivering its highest-ever quarterly revenue at Rs. 491 Cr, rising 51.9% YoY, along with strong EBITDA and PAT growth of 65.1% and 56.2% YoY.
The company highlighted that capacity expansion remains a key priority with Phase II commissioning at the Andhra Pradesh plant taking total installed capacity to 2,00,000 MT, and new facilities coming up in Gujarat, along with a heavy steel structures plant at Athivaram, AP. Backed by a robust order book, strong balance sheet, healthy cash flows and expansion across key manufacturing clusters, management believes this momentum is sustainable in the second half and reiterated confidence in achieving the company’s growth guidance.
Business Highlights
The company has announced significant capacity expansion and new project launches, including an additional 25,000 MT at Andhra Pradesh Phase 2 and 15,000 MT at Kichha Line, with a capex of Rs. 53 crore. New groundbreaking ceremonies were held for the Kheda, Gujarat (PEB) plant, which will have a 40,000 MT installed capacity and Rs. 70 crore planned capex, and for Athivaram, Andhra Pradesh, which will feature heavy steel structures with 25,000 MT initial capacity and Rs. 100 crore capex.
About the company
Interarch Building Solutions Ltd is one of India’s leading Pre-Engineered Buildings (PEB) & structural steel solutions companies with turnkey capability end-to-end design, engineering, manufacturing, supply & on-site installation. The company services industrial, warehousing, logistics, auto, infra, commercial, data center & institutional segments.
The company is almost debt-free, has delivered strong profitability ratios with ROCE of 24.8% and ROE of 18% and has posted a robust 22.3% profit CAGR over the last 5 years.
Promoters slightly decreased their holding from 59.90% in Q1FY26 to 59.44% in Q2FY26. FII’s raised their stake to 5.81% from 5.67%. DII’s holding stands at 6.97%. Public holding increased to 27.79% from 27.45%
Written by Manideep Appana
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