Infra stock jumps 13% after securing ₹328 Cr LoA from National Highways Authority of India

Synopsis:- The stock jumped 13% after securing a Rs 328 crore NHAI contract, adding to a rapidly expanding order book that surged 3.4x to Rs 775 crore by Sept’25. Despite a 19% revenue dip, profit soared 515%, backed by strong execution, diversified operations and recent IPO momentum.

The shares of a prominent infrastructure solution provider gained up to 13  percent in today’s morning session after the company received a significant Letter of Acceptance from the National Highways Authority of India (NHAI) worth Rs 328 crore.

With a market capitalization of Rs 485.84 crore, the shares of Highway Infrastructure Ltd were trading at Rs 67.74 per share, increasing around 9.10 percent as compared to the previous closing price of Rs 62.09 apiece.

Significant order

The shares of Highway Infrastructure Ltd have seen positive movement after securing a one-year NHAI contract to operate and collect user fees at the Kaza Fee Plaza on NH-16 in Andhra Pradesh, along with maintaining adjacent toilet blocks. Awarded through competitive bidding, the domestic order is valued at Rs 328.78 crore. No promoter interests or related-party elements are involved.

Financial & Operating highlights

The company posted a mixed performance, with revenue declining 19% to  Rs 94.57 crore in Q2FY26 from  Rs 116.79 crore a year earlier. However, profitability surged sharply, as net profit jumped 515% to  Rs 9.67 crore, reflecting stronger cost controls and improved operational efficiency despite softer topline momentum.

Highway Infrastructure shows strong execution momentum with its order book rising 3.4x from  Rs 225 crore in FY23 to  Rs 775 crore by Sept’25. The portfolio is heavily government-driven, with 91.6% public sector projects. The company operates across 11 states and one Union Territory, demonstrating broad on-ground execution capability and steady project diversification.

Highway Infrastructure operates across three strong verticals EPC infra, toll collection and real estate. The company has delivered 69 EPC projects with 23 ongoing, and manages 31 completed toll projects with two in progress, following an asset-light model. Its real estate arm has delivered 2,600+ units, with revenue rising from  Rs 3 crore to  Rs 8 crore in FY25.

Recently, Highway Infrastructure Ltd’s IPO was issued at  Rs 70 per share and listed on BSE at  Rs 115, delivering strong listing gains of 64.29% ( Rs 45 per share). The IPO, with a size of  Rs 130 crore, had a minimum investment of  Rs 13,715 for 211 shares. Bidding was open from August 5 to 7, 2025, within a price range of  Rs 65– Rs 70.

Highway Infrastructure Ltd is a fast-growing infrastructure company engaged in EPC projects, toll operations and real estate development. With a strong government-focused order book, proven execution across multiple states, and an expanding portfolio, the company is steadily building its presence in highways, bridges, IT parks and urban development, supported by consistent project delivery.

Written by Abhishek Singh

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