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NCC Order Book Hits ₹80,167 Cr; Q2 FY27 Consolidated Turnover Up 32% to ₹6,042 Cr
NCC Limited released its Q2 FY27 earnings call transcript, highlighting a 32% YoY growth in consolidated turnover to ₹6,042 crore and consolidated PAT attributable to shareholders of ₹184.29 crore (up 19% YoY). The order book stood at ₹80,167 crore as of September 30, 2026, representing approximately 3.9x TTM revenue (₹20,639 crore). Management reaffirmed its FY27 guidance of 8%-10% revenue growth, EBITDA margin of 8.5%-9.0%, and order inflows between ₹22,000-₹25,000 crore, having already secured ₹11,108 crore in inflows up to October 2026.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC submitted the full transcript of its Q2 FY27 analyst earnings call detailing division-wise order book, guidance adherence, and execution trends.
ஏன் இது முக்கியம்Demonstrates robust top-line momentum (32% Q2 growth) and provides revenue visibility for ~3.5-4 years backed by an order backlog of ₹80,167 crore.
Consolidated Order Book: ₹80,167 கோடிOrder Book vs TTM Revenue: 3.88xQ2 FY27 Consolidated Turnover: ₹6,042 கோடிFY27 Order Inflow Guidance: ₹22,000-₹25,000 croreYTD FY27 Order Inflows: ₹11,108 கோடி
📅 குறுகிய காலம்Reassurance on guidance retention and solid execution despite the monsoon period should provide stable sentiment.
📈 நீண்ட காலம்Diversification into smart metering and tunneling along with an expanding ₹80,000+ crore backlog strengthens multi-year growth visibility.
⚠ அபாய எச்சரிக்கைகள்
Elongated payment cycles from state government clients
Rising finance costs as working capital intensifies
👀 கவனிக்க வேண்டியவை
Track conversion velocity of the ₹80,167 crore order book and working capital improvements, particularly cash collections from Jal Jeevan Mission (JJM) and state agencies.
NCC Reports Q2 FY27 Consolidated Revenue Up 32% YoY to ₹6,042 Cr; Order Book at ₹80,167 Cr
NCC Limited released its Q2 & H1 FY27 investor presentation, reporting consolidated quarterly revenue of ₹6,042 Cr, an increase of 32% YoY and its highest ever Q2 turnover. Consolidated EBITDA rose 34% YoY to ₹528 Cr with an 8.79% margin, while PAT attributable to shareholders grew 19% YoY to ₹184 Cr. The consolidated order book reached ₹80,167 Cr as of September 30, 2026, representing approximately 3.9x TTM revenue. In smart metering, about 50% of ~8 million total contracted meters across three DBFOOT packages (totaling ₹8,080 Cr) have now been installed.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC disclosed its unaudited Q2 and H1 FY27 investor presentation ahead of its scheduled analyst conference call on November 6, 2026.
ஏன் இது முக்கியம்A 32% YoY revenue growth and healthy margins indicate steady project execution momentum across core EPC, coal mining, and smart-metering projects, underpinned by a massive order book of ₹80,167 Cr.
Consolidated Q2 FY27 Revenue: ₹6,042 கோடிConsolidated Q2 FY27 PAT: ₹184 கோடிConsolidated Order Book: ₹80,167 கோடிOrder Book vs TTM Revenue: ~388%H1 FY27 Order Inflow: ₹8,727 கோடிConsolidated Net Debt: ₹3,887 கோடி
📅 குறுகிய காலம்Market sentiment should react positively to record Q2 revenue and 19% PAT growth, though focus will remain on the Q2 conference call addressing cash collections and H2 order wins.
📈 நீண்ட காலம்NCC's order book of ₹80,167 Cr provides revenue visibility for ~3.5 to 4 years, while the annuity model from smart metering contracts creates a growing base of recurring cash flows.
⚠ அபாய எச்சரிக்கைகள்
Consolidated net debt remains elevated at ₹3,887 Cr (D/E: 0.50x)
Execution progress and collections remain dependent on state government funding cycles
👀 கவனிக்க வேண்டியவை
Track the upcoming conference call for management commentary on H2 inflow targets (to reach the ₹22,000–25,000 Cr full-year guidance) and working capital cycle improvements.
NCC Q2 FY27 Standalone Revenue Up 31.9% YoY to ₹4,917 Cr; PAT Rises 60.2% to ₹163.17 Cr
NCC Limited reported standalone revenue from operations of ₹4,917.08 Cr for the quarter ended September 30, 2026, marking a 31.9% YoY growth compared to ₹3,726.56 Cr in Q2 FY26. Standalone Net Profit (PAT) for the quarter surged 60.2% YoY to ₹163.17 Cr from ₹101.88 Cr in the corresponding quarter last year. Basic EPS stood at ₹2.60 per share compared to ₹1.62 in Q2 FY26. Additionally, the Board approved an alteration of the Objects Clause in its MoA to venture into Technology Services and digital infrastructure, and approved 5-year reappointments for key promoter directors including Managing Director A.A.V. Ranga Raju effective April 1, 2027.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC reported strong Q2 financial results and approved amending its MoA to enable expansion into technology services and digital infrastructure, alongside reappointing its core top management.
ஏன் இது முக்கியம்The earnings demonstrate robust execution recovery compared to Q2 FY26, supporting profitability, while entry into digital infrastructure signals potential diversification beyond traditional civil construction.
📅 குறுகிய காலம்Likely positive market reaction following strong top-line and bottom-line recovery in what is typically a seasonally softer monsoon quarter.
📈 நீண்ட காலம்Growth depends on steady execution of its large order book and successful diversification into digital infrastructure without diluting return ratios or expanding working capital cycles.
⚠ அபாய எச்சரிக்கைகள்
Elongated payment cycles from state government clients leading to working capital pressure
Execution risks in newly added technology services and digital infrastructure domains
👀 கவனிக்க வேண்டியவை
Track shareholder postal ballot voting on the MoA changes and monitor working capital and cash flow trends in upcoming investor presentations, especially state government client receivables.
NCC Bags 8 New Orders Worth ₹1,862.45 Cr in October 2026
NCC Limited has secured eight new orders totaling ₹1,862.45 crore (excl. GST) during October 2026. This is in addition to a major order of ₹1,286.03 crore disclosed earlier on October 8, bringing total order intake for the month to ₹3,148.48 crore (~15.3% of TTM revenue of ₹20,639 crore). The new orders span the Water Division (₹767.11 crore), Buildings Division (₹688.78 crore), and Transportation Division (₹406.56 crore). All contracts are from non-related entities and were awarded in the normal course of business.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC added ₹1,862.45 crore across 8 contracts to its order book in October 2026, complementing an earlier major win of ₹1,286.03 crore.
ஏன் இது முக்கியம்Total order inflows of ₹3,148.48 crore for October replenish the company's order book (standing above ₹71,000 crore) and provide revenue visibility relative to its annual execution run-rate of ~₹20,000 crore.
New Orders (8 contracts): Rs. 1862.45 CroreEarlier October Major Order: Rs. 1286.03 CroreWater Division Orders: Rs. 767.11 CroreBuildings Division Orders: Rs. 688.78 CroreTransportation Division Orders: Rs. 406.56 CroreTotal October Intake vs TTM Revenue: ~15.3%
📅 குறுகிய காலம்Positive sentiment from steady order inflow, supporting execution visibility after recent quarters of revenue consolidation.
📈 நீண்ட காலம்Strengthens presence across core water and building segments, supporting the company's long-term top-line targets, though dependent on timely cash conversion from government clients.
⚠ அபாய எச்சரிக்கைகள்
Client concentration in state government entities leading to potentially elongated payment cycles
Execution and raw material cost risks over multi-year project lifecycles
👀 கவனிக்க வேண்டியவை
Track execution timelines and working capital impact in upcoming quarterly updates, particularly whether state client payment cycles affect milestone billing.
NCC Wins ₹1,286.03 Cr Road Construction Order in Telangana
NCC Limited has secured a domestic contract worth ₹1,286.03 crore (excluding GST) from Hyderabad Growth Corridor Limited on October 8, 2026. The contract entails the construction of Radial Road-2 from ORR near Budwel to Nacharam on NH-167N (Package-1) in Telangana. The project has an execution timeline of 18 months. The order represents approximately 6.2% of NCC's TTM revenue of ₹20,639 crore, bolstering its robust order book.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC bagged a fresh road construction contract valued at ₹1,286.03 crore in Telangana.
ஏன் இது முக்கியம்The win adds visibility to NCC's construction order book and supports medium-term top-line growth, accounting for ~6.2% of its TTM revenue.
📅 குறுகிய காலம்Positive sentiment driver following recent stock underperformance, demonstrating continued domestic order inflows.
📈 நீண்ட காலம்Enhances revenue visibility over the next 1.5 to 2 years, though execution discipline and timely payments from state agencies remain crucial.
⚠ அபாய எச்சரிக்கைகள்
State government client payment cycles and potential working capital elongation
Strict 18-month execution timeline risk
👀 கவனிக்க வேண்டியவை
Track the mobilization timeline and quarterly revenue milestones over the 18-month execution period, along with working capital cycle trends for state government receivables.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
NCC Secures Additional Orders Worth Rs 500.22 Cr in September 2026
NCC Limited has announced the receipt of two new orders totaling Rs 500.22 crore (excluding GST) during September 2026. This follows an earlier major order disclosure of Rs 1,076.71 crore on September 28, 2026, bringing total reported order inflows for the month to Rs 1,576.93 crore. The new orders are split between the Transportation Division (Rs 275.48 crore) and the Buildings Division (Rs 224.74 crore). The incremental Rs 500.22 crore represents approximately 2.4% of NCC's TTM revenue of Rs 20,639 crore, continuing steady accretion to its Rs 71,957+ crore order book.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC bagged two new construction contracts worth Rs 500.22 crore in September 2026, complementing a Rs 1,076.71 crore win announced two days earlier.
ஏன் இது முக்கியம்Provides steady revenue visibility across core divisions (Transportation and Buildings), supporting the company's order pipeline relative to its TTM revenue base.
Additional orders received: Rs. 500.22 CroreTransportation Division order: Rs. 275.48 CroreBuildings Division order: Rs. 224.74 CroreMajor order announced previously (28 Sep 2026): Rs. 1076.71 CroreAdditional order vs TTM revenue: ~2.42%
📅 குறுகிய காலம்Marginally positive sentiment driver as order inflows confirm regular bidding momentum, though the order size is modest relative to NCC's scale.
📈 நீண்ட காலம்Limited incremental impact individually; strengthens divisional revenue streams in transport and civil buildings within an already large order book.
⚠ அபாய எச்சரிக்கைகள்
Execution delays and elongated client payment cycles inherent to state infrastructure contracts
👀 கவனிக்க வேண்டியவை
Track execution timelines and working capital management for these divisions in the upcoming Q2 FY27 results, alongside updates on billing cycles from government clients.
NCC Wins Rs 1,076.71 Cr Drinking Water Project in Andhra Pradesh
NCC Limited has secured a Letter of Acceptance for a major domestic drinking water supply order valued at Rs 1,076.71 crore (excluding GST) from the Andhra Pradesh State Government. The project involves providing drinking water under the Multi Village Scheme on Yeleru Reservoir for the Anakapalli Segment. The execution period for construction is specified as 24 months. The contract value represents approximately 5.2% of NCC's TTM revenue of Rs 20,639 crore, adding to its existing robust order book.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC bagged a fresh civil infrastructure order worth Rs 1,076.71 crore from the Government of Andhra Pradesh.
ஏன் இது முக்கியம்Provides revenue visibility (~5.2% of TTM revenue) and strengthens NCC's presence in high-demand water supply infrastructure.
📅 குறுகிய காலம்Positive sentiment driver for the stock as order inflows reinforce order book replenishment.
📈 நீண்ட காலம்Strengthens revenue visibility across FY27 and FY28 within the 24-month execution window.
⚠ அபாய எச்சரிக்கைகள்
State government client payment cycles could pose working capital risks
Timely execution within the 24-month window
👀 கவனிக்க வேண்டியவை
Track execution progress over the 24-month construction timeline and monitor state government payment schedules given past working capital elongations in state projects.
NCC Secures 3 Orders Worth ₹430.19 Cr for Buildings Division in August 2026
NCC Limited has secured three new orders totaling ₹430.19 crore (excluding GST) during August 2026. All three contracts pertain to the company's Buildings Division and were awarded in the normal course of business without any related-party exposure. Relative to NCC's TTM revenue of ₹20,639 crore, the aggregate order intake represents approximately 2.1%, representing steady incremental order accretion.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC added ₹430.19 crore worth of civil building contracts to its order pipeline during August 2026.
ஏன் இது முக்கியம்Provides steady order replenishment in NCC's core Buildings vertical, supporting medium-term revenue visibility against its annual turnover base of ₹20,000+ crore.
Total order value: Rs.430.19 CroreNumber of orders: 3Order vs TTM revenue: ~2.1%Division: Buildings Division
📅 குறுகிய காலம்Incremental positive for sentiment, reflecting normal order replenishment pace across the core segments.
📈 நீண்ட காலம்Limited structural impact on its own given the modest size relative to the overall ₹70,000+ crore order book, but reinforces ongoing execution visibility.
⚠ அபாய எச்சரிக்கைகள்
Client names and execution timeframes not disclosed in the filing
Elongated working capital and payment cycles typical in government and civil infrastructure projects
👀 கவனிக்க வேண்டியவை
Track overall quarterly order inflow run-rate and monitor working capital cycles and execution milestones in the upcoming Q2 FY27 results.
NCC Q1 FY27: Record 5,842 Cr Revenue; Order Book Reaches 81,214 Cr
NCC Limited reported its highest-ever Q1 consolidated turnover of 5,842 Cr, marking a 12% YoY growth. The order book remains robust at 81,214 Cr, providing approximately 4x revenue visibility relative to TTM revenue. Management has guided for FY27 order inflows between 22,000 Cr and 25,000 Cr with revenue growth of 8-10%. While margins improved to 9.4%, standalone debt increased by 159 Cr during the quarter to 2,410 Cr.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC transitioned into FY27 with record Q1 revenues and a clear guidance framework for the full year, despite a slight uptick in debt levels.
ஏன் இது முக்கியம்The massive order book (4x TTM revenue) provides long-term revenue security, while the successful execution of smart metering and high-value transportation projects is critical for maintaining the guided 8.5-9% EBITDA margins.
Order Book: 81,214 கோடிOrder Book vs TTM Revenue: 4.06xQ1 Consol Revenue: 5,842 கோடிFY27 Order Inflow Guidance: 22,000 Cr to 25,000 CrConsol EBITDA Margin: 9.38%Standalone Debt: 2,410 கோடி
📅 குறுகிய காலம்The stock may react positively to the record Q1 revenue and strong order inflow guidance, though rising debt levels and pending receivables remain minor overhangs.
📈 நீண்ட காலம்NCC's structural growth is underpinned by a diversified order book across Buildings (28%), Transportation (20%), and Electrical (16%), supporting multi-year execution visibility.
⚠ அபாய எச்சரிக்கைகள்
Sub judice receivables of 130 Cr from Telangana government
Rising standalone debt levels
Execution risks in large-scale smart metering and irrigation projects
👀 கவனிக்க வேண்டியவை
Monitor the execution pace of the 81,214 Cr order book and the recovery of the remaining 130 Cr in sub judice receivables from the Telangana government. Watch for the operational commencement of Tunnel Boring Machines (TBM) in Q3 FY27, which will impact depreciation and project margins.
₹81,214 Cr Order Book: NCC Reports 12% Revenue Growth and Robust FY27 Guidance
NCC Limited reported a steady Q1 FY2027 with consolidated revenue growing 12% YoY to ₹5,842 Cr. The consolidated order book reached a record ₹81,214 Cr, providing high revenue visibility at approximately 4x the TTM revenue. Consolidated PAT rose 19% YoY to ₹229 Cr, supported by a diversified execution across buildings, water, and mining segments. Management has issued a positive outlook for FY2027, targeting ₹22,000–25,000 Cr in new orders and 8-10% revenue growth.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC has successfully scaled its order book to over ₹81,000 Cr and provided concrete growth guidance for FY2027 after previously withdrawing guidance due to payment cycle challenges.
ஏன் இது முக்கியம்The order book size (4x TTM revenue) ensures long-term structural growth, while the diversification into smart meters and coal mining (20% of Q1 revenue) reduces reliance on pure civil construction.
Consolidated Order Book: ₹81,214 கோடிOrder Book vs TTM Revenue: 406%Q1 Consolidated Revenue: ₹5,842 கோடிQ1 Consolidated PAT: ₹229 கோடிConsolidated Net Debt: ₹3,513 கோடிFY27 Order Inflow Guidance: ₹22,000 – 25,000 Cr
📅 குறுகிய காலம்The stock may see positive sentiment due to the 19% YoY growth in consolidated PAT and the robust order book visibility.
📈 நீண்ட காலம்NCC is well-positioned as a Tier-1 infrastructure player with a diversified portfolio, though long-term performance depends on managing state government payment cycles and debt levels.
⚠ அபாய எச்சரிக்கைகள்
Significant increase in consolidated net debt (up 123% YoY)
👀 கவனிக்க வேண்டியவை
Investors should monitor the execution efficiency of the massive ₹81,214 Cr order book and track if the company can reduce its consolidated net debt, which has more than doubled year-on-year.
NCC Q1 Net Profit Rises 12% YoY to ₹229 Cr; Revenue Grows to ₹5,812 Cr
NCC Limited reported a steady performance for Q1 FY27 (ended June 30, 2026), with consolidated revenue growing 12.2% YoY to ₹5,811.83 Cr. Consolidated net profit increased by 11.9% YoY to ₹228.90 Cr, compared to ₹204.54 Cr in the year-ago period. While revenue saw a sequential decline of 6.7% from the March 2026 quarter (₹6,232.71 Cr), this is typical for the construction sector entering the monsoon period. The company maintained a stable EPS of ₹3.45 for the quarter.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC has reported its Q1 FY27 financial results, showing double-digit year-on-year growth in both revenue and profit following the formal merger of its infrastructure subsidiary.
ஏன் இது முக்கியம்The results demonstrate NCC's ability to maintain growth momentum despite previous guidance withdrawals, supported by a massive order book that is over 3.5x its TTM revenue.
Consolidated Revenue (Q1): ₹5,811.83 கோடிConsolidated PAT (Q1): ₹228.90 கோடிYoY Revenue Growth: 12.2%Q1 வருவாய் vs TTM வருவாய்: 29.05%Consolidated EPS: ₹3.45
📅 குறுகிய காலம்The stock may see positive sentiment due to the double-digit YoY growth, though the sequential dip in revenue due to seasonality is expected by the market.
📈 நீண்ட காலம்The structural outlook remains tied to the execution of the large order book and the company's ability to manage debt (₹2,251 Cr) while navigating state government payment cycles.
⚠ அபாய எச்சரிக்கைகள்
Seasonal monsoon impact on execution
Elongated payment cycles from state government clients
High finance costs relative to quarterly profit
👀 கவனிக்க வேண்டியவை
Investors should monitor the execution pace of the ₹71,957 Cr order book and track any improvements in the working capital cycle, which has historically been impacted by elongated payment cycles from state governments.
Rs 1,052.71 Cr Order Win in July 2026 for Buildings and Water Divisions
NCC Limited has secured three new orders in July 2026 totaling Rs 1,052.71 crore (excluding GST). The orders are distributed between the Buildings Division (Rs 590.38 crore) and the Water Division (Rs 462.33 crore). This monthly intake represents approximately 5.26% of the company's TTM revenue of Rs 20,006 crore. These contracts are domestic and do not involve related-party transactions, reinforcing the company's existing order book which was last reported at over Rs 71,000 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC has added Rs 1,052.71 crore in new contracts to its order pipeline during July 2026.
ஏன் இது முக்கியம்The win provides incremental revenue visibility and demonstrates continued bidding success in core segments (Buildings and Water) despite the company previously withdrawing its FY26 revenue guidance due to external challenges.
Total Order Value: Rs 1052.71 கோடிBuildings Division Share: Rs 590.38 கோடிWater Division Share: Rs 462.33 கோடிOrder vs TTM Revenue: 5.26%TTM வருவாய்: Rs 20006 கோடி
📅 குறுகிய காலம்The announcement is likely to be viewed positively by the market as it confirms steady order inflow, though the impact may be tempered by the relatively small size compared to the total order book.
📈 நீண்ட காலம்While these orders contribute to the long-term pipeline, the structural focus remains on NCC's ability to convert its massive ~Rs 72,000 cr order book into revenue while maintaining its 8.6% operating margins.
⚠ அபாய எச்சரிக்கைகள்
Elongated payment cycles from state government clients
Execution risks in large-scale infrastructure projects
Margin pressure from competitive bidding
👀 கவனிக்க வேண்டியவை
Investors should monitor the execution pace of these new orders and check for improvements in the working capital cycle in upcoming quarterly results, as state government payment delays have been a historical concern.
Rs 534.85 Cr Order Win for NCC Transportation Division
NCC Limited has secured two new orders in June 2026 totaling Rs 534.85 Crore (excluding GST) for its Transportation Division. This order inflow represents approximately 2.67% of the company's TTM revenue of Rs 20,006 Crore. While positive, the win is incremental compared to the company's massive existing order book of Rs 71,957 Crore as of September 2025. The projects were awarded by non-related parties in the normal course of business.
உச்சம் நம்பிக்கை
என்ன மாறியதுNCC bagged two new transportation projects worth Rs 534.85 Crore in June 2026, continuing its order inflow momentum.
ஏன் இது முக்கியம்The win reinforces NCC's position in the transportation sector, though the relatively small size means it is a routine addition to their large-scale operations rather than a major growth catalyst.
Total Order Value: Rs 534.85 கோடிOrder vs TTM Revenue: ~2.67%Order vs Order Book (Sept 2025): ~0.74%Number of Orders: 2
📅 குறுகிய காலம்The news is likely to be viewed neutrally to slightly positively by the market as it represents steady business-as-usual order wins.
📈 நீண்ட காலம்Limited structural impact; the company's long-term performance depends more on the execution of its Rs 71,000+ Cr order book and managing debt levels (currently Rs 2,251 Cr).
⚠ அபாய எச்சரிக்கைகள்
Client concentration in state government agencies
Potential working capital strain from elongated payment cycles
👀 கவனிக்க வேண்டியவை
Investors should monitor the execution timeline for these transportation projects and track if the company can maintain its 8.6% operating margin despite potential working capital pressures from state government clients.
NCC Limited Bags Orders Worth ₹1,837.01 Crore in May 2026
NCC Limited has secured new orders totaling ₹1,837.01 Crore (excluding GST) during the month of May 2026. The Water Division was the primary driver, accounting for ₹1,289.17 Crore of the total intake. Additional contributions came from the Electrical Division (₹286.42 Crore) and the Buildings Division (₹261.42 Crore). These orders are part of the company's regular business operations and do not involve any related party transactions, ensuring a healthy expansion of the order book.
முக்கிய அம்சங்கள்
Total order inflow of ₹1,837.01 Crore (excluding GST) achieved in May 2026.Water Division secured the largest share of orders worth ₹1,289.17 Crore.Electrical and Buildings divisions contributed ₹286.42 Crore and ₹261.42 Crore respectively.All projects are external awards with no involvement from the Promoter Group or Related Parties.The order wins provide significant revenue visibility for the upcoming fiscal periods.
👀 கவனிக்க வேண்டியவை
Investors should maintain a positive outlook as the steady order flow strengthens NCC's execution pipeline. Monitor the company's quarterly execution efficiency and margin maintenance on these new contracts.
NCC Ltd Reports Record Order Book of ₹83,004 Cr; FY26 Consolidated Revenue Declines 6%
NCC Limited achieved its highest-ever consolidated order book of ₹83,004 crores in FY26, providing a strong book-to-bill ratio of 4x. Despite this, the company reported a 6% decline in consolidated annual revenue to ₹20,944 crores and a contraction in Q4 standalone EBITDA margins to 8.44%. A key positive was the collection of ₹1,000 crores in JJM receivables from Uttar Pradesh, significantly improving liquidity. However, management has declined to provide FY27 guidance due to macroeconomic uncertainties and cost volatility.
முக்கிய அம்சங்கள்
Consolidated order book reached a record ₹83,004 crores, up 16% YoY, with ₹31,884 crores in fresh inflows during FY26.Full-year consolidated revenue fell 6% to ₹20,944 crores, while standalone revenue dropped 9% to ₹17,669 crores.Net debt stood at ₹1,667 crores as of March 31, 2026, up from ₹706 crores YoY but down from ₹2,830 crores in Q3 FY26.JJM project debtors in Uttar Pradesh were reduced to ₹695 crores from ₹1,700 crores in the previous quarter.Full-year EPS decreased to ₹9.19 from ₹12.12 in the previous year, reflecting lower profitability.
👀 கவனிக்க வேண்டியவை
Investors should focus on execution efficiency as the company attempts to convert its massive order book into revenue amidst a lack of formal guidance. Monitor the stabilization of margins and further debt reduction as key indicators of recovery.
NCC FY26 Consolidated Revenue at ₹20,823 Cr; Order Book Hits Record ₹83,004 Cr
NCC Limited reported a consolidated revenue of ₹20,823 crore for FY26, marking a 6% year-on-year decline, while standalone revenue fell 9% to ₹17,463 crore. Consolidated PAT decreased to ₹724 crore from ₹820 crore in the previous year, primarily due to execution pacing in the water vertical linked to extended payment cycles. However, the order book remains a major strength, growing 16% YoY to ₹83,004 crore, offering a strong 4x book-to-bill visibility. Standalone gross debt rose to ₹2,251 crore as working capital needs peaked during the year, though management noted normalization in Q4.
முக்கிய அம்சங்கள்
Consolidated Order Book grew 16% YoY to ₹83,004 crore, providing 4x book-to-bill visibility for future years.FY26 Consolidated Revenue stood at ₹20,823 crore with an EBITDA of ₹1,836 crore (8.82% margin).Standalone Gross Debt increased significantly to ₹2,251 crore from ₹1,484 crore in FY25 due to working capital stress in the water sector.The Mining vertical saw significant traction, accounting for 36% of the ₹31,884 crore total order inflows in FY26.Pachhwara Coal Mining subsidiary maintained steady performance, contributing ₹2,711 crore to consolidated revenue.
👀 கவனிக்க வேண்டியவை
While the massive order book provides long-term growth comfort, the current decline in revenue and rising debt levels warrant a cautious approach. Investors should monitor the normalization of the water-sector receivable cycle and debt reduction progress in FY27.
NCC FY26 Net Profit Drops to ₹576.76 Cr; Recommends ₹2.20 Dividend
NCC Limited reported a decline in financial performance for FY26, with standalone revenue falling 9% to ₹17,463.49 crore compared to ₹19,205.78 crore in FY25. Net profit for the year decreased to ₹576.76 crore from ₹759.44 crore in the previous fiscal. Despite the drop in earnings, the board recommended a dividend of ₹2.20 per share. The company also announced significant leadership changes, including the appointment of a new Chairman and Director (Commercial).
முக்கிய அம்சங்கள்
FY26 Standalone Revenue from operations fell 9% YoY to ₹17,463.49 crore.Standalone Net Profit for FY26 decreased to ₹576.76 crore from ₹759.44 crore in FY25.Recommended a dividend of ₹2.20 per equity share (110% of face value) for FY26.Exceptional items of ₹54.65 crore for FY26 included provisions for new labor codes and subsidiary loan impairment.Sri Rajender Mohan Malla elected as Chairman of the Board effective May 24, 2026.
👀 கவனிக்க வேண்டியவை
The year-on-year decline in both revenue and profit is a concern for growth-oriented investors, though the dividend provides some yield support. Investors should monitor management's commentary regarding the order book and execution timelines to assess future recovery.
NCC Limited Sets August 14, 2026 as Record Date for FY26 Dividend
NCC Limited has officially fixed Friday, August 14, 2026, as the record date to determine shareholder eligibility for the equity dividend for the financial year 2025-26. This follows the dividend recommendation made by the Board of Directors on May 15, 2026. The final payout is subject to the approval of shareholders at the upcoming Annual General Meeting (AGM) scheduled for August 27, 2026. Investors must hold the company's shares in their demat account by the record date to receive the dividend.
முக்கிய அம்சங்கள்
Record date for FY 2025-26 equity dividend is August 14, 2026Annual General Meeting (AGM) scheduled for August 27, 2026Dividend recommendation was originally made by the Board on May 15, 2026Compliance with Regulation 42 of SEBI (LODR) Regulations, 2015
👀 கவனிக்க வேண்டியவை
Investors seeking to benefit from the dividend should ensure they purchase or hold the stock before the ex-dividend date. Monitor the AGM outcome on August 27 for final confirmation of the dividend payout.
NCC Reports FY26 PAT of ₹577 Cr; Recommends ₹2.20 Dividend & Appoints New Chairman
NCC Limited reported a decline in its annual standalone performance for FY26, with revenue from operations falling to ₹17,463.49 crore from ₹19,205.78 crore in FY25. Net profit for the year stood at ₹576.76 crore, down significantly from ₹759.44 crore in the previous fiscal. Despite the lower earnings, the board recommended a dividend of ₹2.20 per share (110%). Significant leadership changes were announced, including the appointment of Sri Rajender Mohan Malla as Chairman effective May 24, 2026.
முக்கிய அம்சங்கள்
Standalone FY26 Revenue from operations decreased by 9% YoY to ₹17,463.49 crore.Net Profit (PAT) for FY26 dropped to ₹576.76 crore compared to ₹759.44 crore in FY25.Board recommended a dividend of ₹2.20 per equity share (110%) with a record date of August 14, 2026.Sri Rajender Mohan Malla appointed as Chairman; Sri A V N Raju reappointed as Whole-time Director for 5 years.Exceptional items of ₹54.65 crore for FY26 included provisions for new labor codes and subsidiary loan impairments.
👀 கவனிக்க வேண்டியவை
Investors should note the year-on-year decline in both revenue and profitability, which may weigh on the stock price in the short term. Monitor the company's order book guidance and the impact of the new leadership on execution efficiency.
NCC Limited Secures New Orders Worth Rs. 1,703.27 Crore in April 2026
NCC Limited has announced the acquisition of four new contracts in April 2026, totaling Rs. 1,703.27 crore excluding GST. The largest contribution came from the Buildings Division with orders worth Rs. 929.96 crore, followed by the Electrical Division at Rs. 603.41 crore. The Transportation Division also secured orders amounting to Rs. 169.90 crore. These orders are part of the company's normal course of business and do not involve any related party transactions, strengthening the overall order book visibility.
முக்கிய அம்சங்கள்
Total order inflow for the month of April 2026 reached Rs. 1,703.27 crore.Buildings Division secured the largest share of contracts worth Rs. 929.96 crore.Electrical Division contributed significantly with new orders totaling Rs. 603.41 crore.Transportation Division added Rs. 169.90 crore to the monthly order tally.All projects are from external entities with no promoter or group company interest.
👀 கவனிக்க வேண்டியவை
Investors should view this steady order inflow as a positive indicator of revenue growth and execution capability. The stock remains a key play in the infrastructure sector, and one should monitor the execution timelines and margin maintenance for these new projects.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
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எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
