Infra stock secures new order worth ₹719 Cr; Current order book at ₹64,682 Cr

Synopsis: Kalpataru Projects International jumped sharply after it, along with its joint venture, secured a fresh order worth Rs 719 crore, strengthening its execution in the  Urban Infrastructure business.

The shares of this global EPC player with diversified interests in power transmission and distribution, oil and gas pipeline, railways and biomass-based power generation, are in focus after it secured a significant contract. In this article, we will dive more into the details of this.

With a market capitalisation of Rs 20,458 crore, the shares of Kalpataru Projects International Ltd. made a day high of Rs 1,225 per share, up 2 percent from its previous day’s closing price of Rs 1,201.45 per share. Over the past five years, the stock has delivered a robust return of 277 percent, outperforming NIFTY 50’s return of 87 percent.

About the Order

Kalpataru Projects International, through a stock exchange filing, announced that it, along with its joint venture, has secured fresh orders worth Rs 719 crore. These orders, secured in the normal course of business, serve as an addition to the company’s already robust order book.

This order is for an elevated metro rail project in Thane, Maharashtra. The project, which will be carried out under Kalpataru’s urban infrastructure business, is yet another milestone in the company’s deepening engagement with metro and urban transport projects.

The management believes that the new order strengthens the company’s urban infrastructure segment and is indicative of a vibrant market for metro and city mobility projects in India. With a well-balanced order book and smooth execution, the company is confident that these wins will be a source of growth in the next quarters.

Kalpataru Projects International Ltd. has reported an operating revenue of Rs 6,529 crore in Q2 FY26, representing a 32 per cent growth compared to Rs 4,930 crore in Q2 FY25. Additionally, on a quarter-on-quarter basis, it grew by 6 percent from Rs 6,171 crore.

Regarding its profitability, it reported a net profit of Rs 237 crore in Q2 FY26, representing a staggering 88 percent growth compared to Rs 126 crore in Q2 FY25. Additionally, on a quarter-on-quarter basis, it grew by 11 percent from Rs 214 crore. 

As per the latest filing available, the EPC major reported that it currently holds a robust order book of around Rs 64,682 crore (nearly 3x of its FY25 revenue), which in turn provides a good revenue visibility over the next few years. It derives 63 percent of its orders from domestic clients, followed by 37 percent from international clients.

Coming to its order mix, the company derived 40 percent (Rs 26,275 crore) from its transmission & distribution business, followed by 29 percent (Rs 18,758 crore) from its B&F (buildings and factories) segment, 13 percent (Rs 8,379 crore) from its water segment, 9 percent (Rs 5,826 crore) from its oil & gas segment, 5 percent (Rs 2,977 crore) from railways and the remaining 4 percent (Rs 2,467 crore) from urban infra.

KPIL is one of the largest specialised EPC companies engaged in Power Transmission & Distribution, Buildings & Factories, Water Supply & Irrigation, Railways, Oil & Gas Pipelines, Urban Mobility (Flyovers & Metro Rail), Highways and Airports. KPIL is currently executing projects in over 30 countries and has a global footprint in 75 countries. KPIL has maintained a leadership position in all its major businesses, backed by strong organisational capabilities, superior technical know-how, and adherence to best-in-class sustainability standards.

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