Synopsis: An infrastructure stock surged after winning a Rs 1,115.37 crore EPC order in Kerala, boosting its diverse Rs 13,695 crore order book. Despite revenue decline in Q1FY26, net profit nearly doubled, supported by strong execution, portfolio optimization, and long-term coal contracts.
The shares of the prominent infrastructure solutions provider gained up to 6 percent in the morning session after the company has declared as an L-1 bidder for the tender worth Rs 1,115.37 crore.
With a market capitalization of Rs 9,152.95 crore, the shares of Dilip Buildcon Ltd were trading at Rs 563.45 per share, increasing around 1.52 percent as compared to the previous closing price of Rs 555.00 apiece.
Significant order
The shares of Dilip Buildcon Ltd have seen bullish movement after DBL-PSP JV, being declared the L-1 bidder for a significant Rs 1,115.37 crore EPC tender by Kerala Industrial Corridor Development Corporation. The project involves design, construction, testing, commissioning, and O&M of infrastructure at Pudussery Central and Kannambra in Palakkad, part of the Chennai-Bengaluru Industrial Corridor extension to Kochi via Coimbatore.
Additionally, The order should be executed within a 42-month. This order enhances Dilip Buildcon’s order book, underscores its EPC expertise, and is likely to drive medium-term revenue growth and investor confidence.
Also read: Smallcap stock crashes over 8% after promoter plans to sell 24.68% stake in the company
Financial & Operational Highlights
Dilip Buildcon Limited is a prominent Indian engineering, procurement, and construction (EPC) company that specializes in building roads, highways, bridges, and mining infrastructure. The company’s vision is to deliver the best solutions to clients with complete transparency and to diversify its activities to ensure sustainable and healthy growth.
The company’s Q1FY26 performance shows a mixed trend: revenue declined 16 percent to Rs 2,620 crore, reflecting possible volume or market pressures. However, net profit surged 93 percent to Rs 271 crore, indicating improved operational efficiency, cost management, or higher margins, highlighting resilience despite top-line contraction.
In Q1FY26, Dilip Buildcon Ltd received a Letter of Acceptance for constructing a twin-tube unidirectional tunnel in Kerala’s Kozhikode and Wayanad districts. The company completed two HAM projects worth Rs 1,605 crore, strengthening its project execution track record. Additionally, strategic divestments were made, including a 26 percent stake in seven HAM projects and 24.99 percent in three others, optimizing its portfolio and capital efficiency.
As of June 30, 2025, the company reported an order book of Rs 13,695 crore, led by mining (29 percent) and irrigation (22 percent), followed by roads and highways (18 percent) and tunnels (13 percent). EPC projects dominate with 82 percent share, while HAM contributes 18 percent. Long-term visibility is supported by coal MDO contracts spanning 25–55 years.
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.
