Synopsis:
A sharp surge followed the award of a major railway electrification order worth over 2.5 times market cap, boosting growth visibility despite recent financial softness. A strong project pipeline and marquee clients across railways and industry highlight solid execution capabilities and long-term opportunities in infrastructure and electrification.
The shares of the railway electrification and infrastructure company hit 5 percent upper circuit after the company bagged a significant order from Konkan Railway Corporation Limited worth Rs 161.68 crore.
With a market capitalisation of Rs 78.64 crore, the shares of Jayant Infratech Ltd were trading at Rs 77.43 per share, increasing around 5 percent as compared to the previous closing price of Rs 73.75 apiece.
Significant Order
The shares of Jayant Infratech Ltd have seen positive movement after securing a Letter of Acceptance from Konkan Railway for an EPC contract. The project involves designing, supplying, erecting, testing and commissioning the upgrade of the existing 1×25 kV traction system to a more efficient 2×25 kV system. The order strengthens the company’s railway electrification portfolio and boosts future execution visibility.
Furthermore, the newly secured contract, valued at Rs 161.68 crore and set for completion by January 23, 2027, is poised to meaningfully boost the company’s revenue and operational performance. The sizeable order enhances order-book visibility and strengthens the company’s growth outlook over the medium term.
Financial & other Highlights
The company’s financial performance softened, with revenue falling 18% to Rs 55 crore in H1FY26 and net profit slipping 17% to Rs 5 crore. The decline reflects slower execution and cost pressures, signalling the need for improved efficiency and stronger order conversion to restore growth momentum in the coming periods.
The company’s work-in-hand portfolio highlights strong execution capabilities across key railway electrification projects. Current assignments include OHE modification at Robertson Yard, 4th-line electrification between Jharsuguda and Lajkura, OHE and TSS upgrades at Kharsiya Yard, and 25 kV OHE commissioning at NTPC-Tanda. These projects reinforce its technical expertise and steady order pipeline.
Jayant Infratech Ltd serves a strong and diversified client base, including major industrial groups such as Adani, JSW, UltraTech, Vedanta, and Heidelberg Cement, along with Indian Railways. Its association with leading private and public sector companies underscores its credibility and reinforces long-term opportunities across electrification and infrastructure projects.
Jayant Infratech is a railway electrification and infrastructure solutions company specialising in OHE, traction upgrades and EPC works. With expertise across design, supply, erection and commissioning, it serves major public and private clients. A growing project pipeline and strong technical capabilities support its expanding presence in India’s rail infrastructure sector.
Written by Abhishek Singh
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
