Synopsis:
The shares of this micro-cap construction company are in focus today after the company received an order worth Rs 79 crore from Rail Vikas Nigam Ltd (RVNL), PIU-Secunderabad Electrical.
This company, which is engaged in the execution of railway electrification projects, turnkey OHE projects and other projects for railway and government parties, had its shares in the spotlight today after emerging as the lowest bidder for a project from RVNL.
With the market cap of Rs 128 crore, the shares of BCPL Railway Infrastructure Ltd Gained around 8 per cent and made a high of Rs 81 from its previous day’s closing price of Rs 75.01. The shares are trading at a PE of 18, whereas its industry PE is 20.
About the order
BCPL Railway Infrastructure Ltd has secured a fresh win by emerging as the lowest bidder (L1) for a major RVNL project, giving the company another strong boost in the railway electrification space. The order, worth Rs 78.97 crore, focuses on upgrading the current 1×25 kV OHE system to a more advanced 2×25 kV AT feeding system. This upgrade will take place across the Ravikampadu (Excl.)–Duvvada (Incl.) stretch, covering 100 RKM / 191 TKM under the South Central Railway.
The project is not just about installation, but it includes supply, erection, testing, commissioning, and essential feeder and earthing works, ensuring a complete modernisation of the electrical infrastructure. With an execution timeline of 18 months, this order aligns with BCPL’s regular business operations but still marks a meaningful addition to its growing portfolio.
Financials and others
The revenue from operations for the company is Rs 58.26 crore in Q2 FY26 versus Rs 26.74 crore in Q2 FY25, which is an increase of 118 per cent on a YoY basis. Similarly, there has been an increase in net profit of about 69 per cent when we compare the Q2 FY25 profit of Rs 1.83 crore with the Q2 FY26 profit of Rs 3.10 crore.
BCPL Railway Infrastructure Ltd is engaged in the field of railway infrastructure development, involving the design, drawing, supply, erection and commissioning of Railway Electrification Projects, turnkey OHE projects and other projects for Railway and government parties. In FY22, it also started a merchant export business for food.
The company’s railway electrification business saw an improvement in profitability, supported by its focus on larger EPC contracts. Faster execution and better cost efficiency helped lift EBITDA margins by over 8%, while lower raw material prices further strengthened performance. With an order book of Rs 297 crore, the company expects this positive momentum to continue, with margins staying close to long-term averages depending on inflation.
The 300 TPD Rice Bran Oil Plant recorded revenue of Rs 34.69 crore, and performance is expected to improve through the rest of FY26. The government’s removal of the export ban on DORB has boosted product prices, while the new production of De-Oiled DDGS, yielding both corn oil and affordable protein feed, opens additional market opportunities and enhances the division’s earnings outlook.
Written by Leon Mendonca
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