Infra stock surges 14% after reporting 218% net profit growth in Q3

Synopsis: With a market cap of more than Rs. 11,700 Crores, this civil construction company saw a Revenue growth of 58 percent YoY while the net profit jumped by 218 percent YoY. This company has a 3 year profit CAGR of 61 percent.

A leading engineering consultancy and EPC firm serving oil, gas, petrochemical, and infrastructure sectors saw its Q3FY26 revenue rise by 58 percent YoY, while net profit jumped 218 percent. As Q3FY26 ended the company also saw its order book stand at more than Rs 12,500 crore. 

With a market cap of more than Rs 11,700 Cr,Engineers India Ltd saw its stock hit an intraday high of Rs 209 which is 16 percent higher than the previous close of Rs 180. The company’s stock has given a compounded return of 33 percent in the last three years.

The Q3FY26 Result

In the latest quarterly result the company has seen its revenue from operations increase by 58 percent YoY, from Rs 765 Cr in Q3FY25 to Rs 1,210 Cr in Q3FY26, while the QoQ increased by 31 percent from Rs 921 Cr. The net profits grew by 218 percent going from Rs 109 Cr in Q3FY25 to Rs 347 Cr in Q3FY26, while the QoQ increased by 318 percent from Q2FY26’s Rs 83 Cr.

In 9M numbers of the fiscal year, the company saw its revenue from operations increase by 44 percent YoY, from Rs 2077 Cr in 9MFY25 to Rs 3001 Cr in 9MFY26. The net profits for the same period grew by 66 percent going from Rs 299 Cr to Rs 496 Cr.

The company has a 3 year sales CAGR of 2 percent, while the TTM is at 39 percent. The company’s 3 year profit CAGR is at 61 percent, while the TTM number is at 87 percent. The company also has a ROCE of 25 percent and a ROE of 23 percent.

The Order Book

As of Q3FY26, the company’s order book stands at Rs 12,537 Cr, which is a 10 percent YoY growth. Out of the total number 60 percent or Rs 7,501 Cr are for the Consultancy business, while 40 percent are for the Turnkey business with Rs 5036 Cr orders.

In 9MFY26, Engineers India Ltd secured total business worth Rs 4,266 Cr, driven by consultancy and turnkey segments. Domestic consultancy contributed Rs 710 Cr , while overseas consultancy added Rs 1657 Cr, taking consultancy total to Rs 2367 Cr. Moreover, the Turnkey projects accounted for Rs 1899 Cr orders.

There was a mixed YoY performance seen in the Q3FY26 order book mix, with domestic consultancy rising 41 percent and overseas consultancy growing 23 percent, driving total consultancy growth of 37 percent. However, turnkey orders declined sharply by 92 percent YoY.

In FY25 Engineers India Ltd generated 52 percent of segment revenue from consultancy and 42 percent from turnkey. Profit contribution was mainly by consultancy business which accounted for 30 percent of segment profits, while turnkey contributed at 8 percent. 

Engineers India Limited is a leading engineering consultancy and EPC company providing design, project management, and construction services for oil and gas, petrochemicals, refineries, pipelines, and infrastructure. Established in 1965 and headquartered in New Delhi, it serves global clients and undertakings, supporting energy security, capacity expansion, and development projects worldwide.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Infra stock surges 14% after reporting 218% net profit growth in Q3 appeared first on Trade Brains.