Infra stock jumps after receiving an order worth ₹12.5 Cr from L&T

Synopsis: Stocks of Univastu India surged close to 3% on receiving an order of Rs 12.56 crore from L&T for civil works for the Bullet Train project in India. Although this is a small order compared to its order book of Rs 1,009 crore, this will certainly increase its impressiveness for getting large orders for railway infrastructure.

The shares of this company, a key player in India’s construction industry, providing civil, structural, and infrastructure project services to both government and private clients, had its shares in momentum after bagging an order from L&T for traction power supply facilities for the Mumbai–Ahmedabad High Speed Rail (MAHSR-1) project.

With the market cap of Rs 236 crore, the shares of Univastu India Ltd has reached a high at Rs 67, gaining almost 3% compared to its previous day’s closing price of Rs 65.21. The shares are trading at a PE of 18.1, the same as its industry PE, and have given a return of 450-plus % over the last 5 years.

About the Order

Univastu India has secured a Rs 12.56 crore work order from Larsen & Toubro, one of India’s most reputed EPC players, which amply validates the execution capabilities of the company. The order pertains to the civil construction works for traction power supply facilities for the Mumbai–Ahmedabad High Speed Rail (MAHSR-1) project. This is India’s first bullet train initiative and a project of national strategic importance.

Operationally, the scope covers the construction of civil buildings at DSS-8 and IDSS-11 with full deployment of manpower, material, plant and machinery, and allied works. With a tight execution timeline of four months, the order provides near-term revenue visibility and supports efficient utilisation of resources. Being associated with a marquee infrastructure project executed by NHSRCL using Japanese Shinkansen technology further enhances Univastu’s credentials in specialised rail and power infrastructure works.

This order strengthens the strategic positioning of Univastu in high-value, complex infrastructure projects, especially in rail and transport-linked power infrastructure. The ticket size is only moderate, but the association with L&T and the bullet train ecosystem will help in improving pre-qualification strength for larger tenders. The order is more significant for credibility and future opportunity pipeline than for immediate financial scale.

Financials

The revenue from operations for the company stood at Rs 48.34 crores in Q2 FY26 compared to Q2 FY25 revenue of Rs 42.39 crores, up by about 14 per cent YoY. Similarly, the net profit stood at Rs 5 crore in Q2 FY26, up from Rs 4 crore in Q2 FY25.

The order book for the company stands at Rs 1,009 crore in value, out of which Rs 635 crore is pending. 

State-Wise Revenues Highlight a concentrated revenue structure where Maharashtra alone accounts for approximately 80.7% of revenues, establishing it as a primary market for the company. Haryana is a distant second, accounting for 13.3% of revenue, establishing a secondary market, whereas Uttar Pradesh is a rising force in its nascent market, accounting for 5.8%. Goa is a tiny market, accounting for just 0.2% of revenues, establishing weak market penetration.

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