Infra stock jumps 5% after receiving order worth ₹9 Cr from Eastern Railway

Synopsis: Infra stock BCPL Railway Infrastructure jumped 5% after winning an Rs 8.66 crore Eastern Railway OHE contract, boosting near-term revenue visibility. The order strengthens its electrification credentials, reinforces PSU relationships, and positions the company to benefit from sustained Indian Railways capex.

The shares of this company, which executes railway electrification projects, turnkey OHE projects and other projects for railway and government parties, had its shares in the news following the company bagging an order from Eastern Railway. 

With the market cap of Rs 121 crore, the shares of BCPL Railway Infrastructure Ltd Gained 5% after reaching a high at Rs 75.93, compared to its previous day’s closing price of Rs 72.57. The shares are trading at a PE of 17, whereas their industry PE is at 17.7.

About the order

BCPL Railway Infrastructure Ltd has emerged as the winner for an Rs 8.66 crore contract from Eastern Railway’s Sealdah Division for executing 25 kV Overhead Electrification (OHE) and allied electrical works, involving the removal of in-between track OHE masts. The project is to be completed within 12 months, adding incremental scale and near-term revenue visibility to the company’s order book.

Strategically, the order consolidates BCPL’s core expertise in railway electrification, a niche segment which continues to see sustained capex under the network modernisation and speed upgrade programmes of Indian Railways. The work gels well with the established capabilities of BCPL in designing, supplying, erecting, and commissioning traction overhead equipment, while strengthening its execution track record with a repeat PSU client.

Management commentary remains optimistic on this count, as the pipeline for railway EPC/modification/line expansion projects continues to be steady across India, including additions of third and fourth lines and speed enhancement works. Backed by nearly three decades of experience and a wide client base across various railway zones and PSUs, BCPL seems well placed to gain from sustained electrification and infra spending in the next few years by Indian Railways.

Financial highlights and more

The revenue from operations for the company stood at Rs 58.26 crores in Q2 FY26 compared to Q2 FY25 revenue of Rs 26.74 crores, up by about 118 per cent YoY. Similarly, the net profit stood at Rs 3.10 crore in Q2 FY26, up compared to the Rs 1.83 crore profit in Q2 FY25.

This client list clearly shows that the company has earned the trust of some of India’s most demanding and credible organisations. Working with multiple Indian Railway zones, along with PSU giants like RVNL and RITES and private leaders such as Tata Steel, UltraTech Cement, and Essel Mining, suggests consistent on-ground execution and reliability. 

Such long-standing relationships don’t come easily in infrastructure projects and typically reflect timely delivery, technical competence, and compliance strength. A customer base like this not only lowers business risk but also improves the chances of repeat orders as railway electrification and industrial capex continue to rise across the country.

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