Synopsis:
GPT Infraprojects Ltd surged 9.03 percent to an intraday high of Rs. 140.90 after reporting a 56.3 percent YoY rise in net profit to Rs. 25 crore. Revenue rose 29.3 percent to Rs. 313 crore. The company announced a Re 1 dividend, won over Rs. 360 crore in fresh orders, and commissioned a new 10,000 MTPA steel girder plant in West Bengal.
A railway infrastructure stock surged in trade after posting a solid set of June quarter numbers, driven by healthy profitability, a robust order book, and segmental execution across key contracts. The upbeat performance, combined with a dividend announcement and capacity expansion, lifted investor sentiment.
GPT Infraprojects Ltd, with a market capitalization of Rs. 1,737.77 crore, opened at Rs. 135.04 compared to the previous close of Rs. 129.23. The stock touched an intraday high of Rs. 140.90, gaining 9.03 percent during the session.
What’s the News?
Quarter-on-Quarter, revenue from operations declined by 17.8 percent from Rs. 381 crore to Rs. 313 crore. Operating profit contracted 5.1 percent from Rs. 39 crore to Rs. 37 crore, with operating margins standing at 12 percent.
However, profit before tax rose 13.8 percent from Rs. 29 crore to Rs. 33 crore, and net profit increased 13.6 percent from Rs. 22 crore to Rs. 25 crore. PAT margin expanded from 6.35 percent to 7.31 percent. EBITDA margin improved from 10.25 percent to 14.3 percent.
Year-on-Year, revenue grew 29.3 percent from Rs. 242 crore to Rs. 313 crore. Operating profit rose 15.6 percent from Rs. 32 crore to Rs. 37 crore. Profit before tax jumped 50 percent from Rs. 22 crore to Rs. 33 crore, while net profit surged 56.3 percent from Rs. 16 crore to Rs. 25 crore. EBITDA margin improved from 13.8 percent to 14.3 percent, and PAT margin rose from 6.91 percent to 7.31 percent.
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Comments from the Management
Commenting on the performance, GPT Chairman, Mr. Dwarika Prasad Tantia, said, “The Government’s continued focus on infrastructure development presents a robust opportunity for growth, and we remain confident in our ability to expand into newer geographies while delivering world-class infrastructure for the nation. We have commissioned a Steel Girder and Components Manufacturing Facility at West Bengal, with an initial capacity of 10,000 MT per annum, with provisions to enhance the final capacity to 25,000 MTPA over a period of 2 years.
Order Execution is going on smoothly while we maintain the EBITDA hurdle rate. The strong numbers are not just milestones; they reflect disciplined execution, strategic clarity and the collective commitment of our people. We are now at an inflection point—a moment where decades of groundwork are converging into scalable, sustainable growth.”
Operational Highlights
The company declared its first interim dividend of Re 1 per share, with the record date fixed for August 11, 2025. The current order book stands at Rs. 3,569 crore, including Rs. 396 crore of inflows so far this fiscal. Key orders include a Rs. 351 crore contract from Agra Gwalior Highway Private Limited for a bridge over the Chambal River and a Rs. 13 crore export order from Bangladesh for the supply of monoblock prestressed concrete sleepers.
During the quarter, GPT commissioned its Steel Girder and Component Manufacturing Facility at Gurap, West Bengal, with an initial capacity of 10,000 metric tonnes per annum. This will be scaled to 25,000 MTPA over the next two years to support execution capabilities.
Segment Performance
The Infrastructure segment contributed Rs. 299.6 crore in revenue, accounting for 92 percent of Q1 revenue from operations. The strong performance was attributed to steady execution of key contracts and healthy margins.
The Sleeper segment contributed Rs. 10.2 crore in Q1 FY26. While Indian sleeper operations remained strong, deliveries to the Railways continued at healthy levels. African operations remained muted, with South Africa contributing to the revenue and margins.
About the Company
GPT Infraprojects Ltd, incorporated in 1980 and headquartered in Kolkata, is the flagship entity of GPT Group. It operates through two segments, Infrastructure and Sleeper. The company specializes in railway-focused civil works such as bridges and ROBs and manufactures concrete sleepers for Indian and African Railways. Its manufacturing facilities are located in West Bengal, South Africa, Namibia, and Ghana.
Written By Manan Gangwar
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