GHV Infra and 5 other stocks in focus after receiving an orders worth ₹273 Cr

Synopsis: Six stocks moved into focus after collectively securing Rs 273 crore worth of new orders, spanning infrastructure, telecom, cybersecurity, marketing, agri-commodities, and engineering services. The wins improved order-book visibility for GHV Infra Projects Limited, STL Networks Limited, Meta Infotech Limited, AXISCADES Technologies Limited, Yaan Enterprises Limited, and Toss The Coin Limited.

Order inflows across multiple sectors brought six companies into market focus after they announced fresh contracts totalling around Rs 273 crore. The deals ranged from large government-backed infrastructure and telecom projects to niche cybersecurity, international engineering services, marketing mandates, and agri-commodity supply orders, improving near- to medium-term revenue visibility and reinforcing business momentum despite varied valuation profiles.

GHV Infra Projects Ltd

GHV Infra Projects Ltd is in the business of infrastructure and construction. With the market cap of Rs 1,649 crore, the shares of the company are trading at Rs 229. The shares are trading at a PE of 50.2, whereas its industry PE is at 17.1.

GHV Infra Projects, through its joint venture, won a Rs 62 crore contract order from the Water Resources Department, Assam, as part of an ADB-funded climate resilience project. The contract entails underwater and above-water riverbank protection works in various districts and will be completed over 30 months. The contract further strengthens GHV’s portfolio in government-funded infrastructure projects, providing long-term revenue visibility without related-party risk.

STL Networks Ltd

STL Networks Ltd is the new name for Invenia, a company recently demerged from Sterlite Technologies to focus on digital infrastructure and IT services. Operating as a separate entity, it provides services in data centres, cloud networks, and cybersecurity digital infrastructure. With the market cap of Rs 1,050 crore, the shares of the company are trading at Rs 21.5. 

STL Networks was declared the L1 bidder and won an LoI for a Rs 175 crore government contract from National Informatics Centre Services for the procurement of network equipment as part of the NKN project. The contract greatly enhances STL’s order book size and validates its execution capabilities in large-scale public sector telecom infrastructure projects, providing strong medium-term revenue visibility without related-party risk.

Yaan Enterprises Ltd

Yaan Enterprises Ltd is in the business of tour operation, sale of precious/semi-precious stones and works contract services in relation to construction activities. With the market cap of Rs 38 crore, the shares of the company are trading at Rs 121. The shares are trading at a PE of 60.4, whereas its industry PE is at 42.2.

Yaan Enterprises secured a domestic purchase order of Rs 7.30 crore for the supply of yellow maize from a state agricultural cooperative in Kerala. The order involves 25% advance payment, with the balance tied to delivery and quality certification, and will be completed within 1-2 months. The order will enhance short-term revenue streams and symbolise the company’s increasing momentum in agri-commodity trading.

Toss The Coin Ltd

Toss the Coin Limited is a marketing consulting company that provides custom-made marketing services to clients. With the market cap of Rs 57 crore, the shares of the company  are trading at Rs 300. The shares are trading at a PE of 37.3, whereas its industry PE is at 29.

Toss The Coin secured a 12-month international marketing services contract with US-based Definian Data LLC, valued at Rs 81.4 lakh (USD 90,000). The contract entails strategic marketing, sales alignment, and content development services. Although small in value, the order will generate annuity-based revenue streams and symbolise the company’s increasing foothold with international clients for its digital and CMO-driven marketing services.

Meta Infotech Ltd

Meta Infotech Ltd trades and provides services related to cybersecurity software products. With the market cap of Rs 173 crore, the shares of the company are trading at Rs 92. The shares are trading at a PE of 12.8, whereas its industry PE is at 26.5.

Meta Infotech secured new and renewal cloud security subscription and implementation orders worth Rs 13.95 crore, spread over multiple contracts valid until FY29. The orders involve cloud security subscriptions and implementation services, which will enhance revenue visibility and client retention. The order will re-emphasise Meta Infotech’s focus on enterprise-grade cybersecurity solutions and facilitating long-term growth through multi-year contracts.

AXISCADES Technologies Ltd

Axiscades Technologies Limited is a technology solutions company focusing on engineering solutions and services. With the market cap of Rs 5,249 crore, the shares of the company are trading at Rs 1,234. The shares are trading at a PE of 56.9, whereas its industry PE is at 60.

AXISCADES’ subsidiary Mistral Solutions won international development and production contracts worth USD 1.4 million, or about Rs 13.5 crore, from US-based clients Axon Enterprise and Stratacache. The contract is spread over one year and entails design, development, and production services, further validating AXISCADES’ niche in high-value engineering and defence electronics. The international contract also helps in revenue diversification and expanding the client base globally.

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