NCC Reports 37% Growth in Order Book to ₹71,957 Crore, Targets 7%+ Margins

2 min read     Updated on 06 Nov 2025, 09:46 PM
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Reviewed by
Naman SScanX News Team
AI Summary

NCC Limited's order book expanded to ₹71,957 crore as of September 30, 2025, marking a 37% year-on-year increase. Q2 FY26 saw a slight decline in financial performance with revenue at ₹4,585.06 crore (-12.2% YoY) and net profit at ₹154.70 crore (-5.1% YoY). However, H1 FY26 showed improved profitability with net profit increasing by 7.4% to ₹346.84 crore despite a 9.2% revenue decrease. The company maintains a diversified project portfolio across various infrastructure segments and focuses on operational efficiency and margin improvement.

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NCC Limited , a leading infrastructure company, has reported significant growth in its order book for the second quarter of fiscal year 2026, demonstrating resilience in a challenging market environment.

Order Book Expansion

NCC has achieved an order book of ₹71,957 crore as of September 30, 2025, representing a robust 37% year-on-year increase. This substantial growth provides strong revenue visibility for the coming quarters and underscores the company's ability to secure new projects across various infrastructure segments.

Q2 FY26 Financial Performance

For the quarter ended September 30, 2025, NCC reported the following consolidated results:

Metric Q2 FY26 Q2 FY25 YoY Change
Revenue ₹4,585.06 ₹5,224.36 -12.2%
EBITDA ₹393.31 ₹442.95 -11.2%
Net Profit ₹154.70 ₹162.95 -5.1%
EPS (Basic & Diluted) ₹2.46 ₹2.60 -5.4%

While the company experienced a slight decline in revenue and profitability compared to the same quarter last year, it maintains a focus on operational efficiency and margin improvement.

H1 FY26 Performance

For the first half of FY26, NCC's consolidated results were as follows:

Metric H1 FY26 H1 FY25 YoY Change
Revenue ₹9,792.99 ₹10,782.69 -9.2%
EBITDA ₹849.43 ₹920.86 -7.8%
Net Profit ₹346.84 ₹322.88 +7.4%
EPS (Basic & Diluted) ₹5.52 ₹5.94 -7.1%

Despite a slight decrease in revenue, NCC managed to improve its net profit for the half-year period, indicating effective cost management and operational improvements.

Diversified Project Portfolio

NCC operates across multiple infrastructure segments, including:

  • Roads
  • Water projects
  • Railways
  • Buildings
  • Power transmission and distribution
  • Mining
  • Irrigation

This diversification helps the company mitigate risks associated with sector-specific fluctuations and capitalize on opportunities across various infrastructure domains.

Strategic Focus

The company is concentrating on:

  1. Diversified execution across infrastructure segments
  2. Maintaining margins above 7%
  3. Leveraging its 47+ years of engineering experience
  4. Utilizing its pan-India presence for project execution

Future Outlook

NCC plans to expand into emerging infrastructure areas such as:

  • Smart infrastructure projects
  • Green energy initiatives
  • Urban connectivity solutions

These focus areas align with the government's infrastructure development priorities and may provide additional growth opportunities for the company.

Conclusion

Despite facing some headwinds in revenue growth, NCC Limited has demonstrated resilience through its expanding order book and improved profitability in H1 FY26. The company's diverse project portfolio and strategic focus on maintaining healthy margins position it well for future growth in India's infrastructure sector.

Historical Stock Returns for NCC

1 Day5 Days1 Month6 Months1 Year5 Years
+5.84%+4.76%-9.20%-33.24%-35.02%+73.02%

NCC Secures Orders Worth ₹7,538.94 Crore in October

1 min read     Updated on 03 Nov 2025, 05:51 AM
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Reviewed by
Shriram SScanX News Team
AI Summary

NCC Limited has secured new contracts totaling ₹7,538.94 crore in October. This includes a major order of ₹6,828.94 crore and four additional orders worth ₹710 crore. The additional orders are split between Buildings (₹590.90 crore) and Transportation (₹119.10 crore) divisions. The major order represents 90.58% of the total new business, while the additional orders account for 9.42%.

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NCC Limited , a prominent player in the construction sector, has announced a significant boost to its order book with new contracts totaling ₹7,538.94 crore in October. This development marks a substantial influx of business for the company.

Major Order Details

The company has secured a major order valued at ₹6,828.94 crore, which forms the bulk of the new business. This sizeable contract underscores NCC's capability to handle large-scale projects.

Additional Orders

In addition to the major contract, NCC has also bagged four smaller orders with a combined value of ₹710 crore. These orders are distributed across two of the company's key divisions:

Division Order Value (₹ in crore)
Buildings 590.90
Transportation 119.10

Order Book Analysis

The new orders demonstrate NCC's diverse project portfolio, spanning both building construction and transportation infrastructure.

Order Type Value (₹ in crore) Percentage of Total
Major Order 6,828.94 90.58%
Additional Orders 710.00 9.42%
Total 7,538.94 100.00%

The substantial value of these new orders, particularly the major contract, may provide NCC with improved revenue visibility. It also reflects on the company's ability to secure large projects in a competitive market environment.

Investors and market analysts may view this development as an indicator of NCC's business momentum in the construction sector. However, the execution of these projects and their impact on the company's financial performance will be key factors to watch in the coming periods.

Historical Stock Returns for NCC

1 Day5 Days1 Month6 Months1 Year5 Years
+5.84%+4.76%-9.20%-33.24%-35.02%+73.02%

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1 Year Returns:-35.02%