Synopsis: A stock that gave 62 percent compounded returns over three years has now secured Rs 775 crore in government redevelopment orders from the Delhi Development Authority (DDA).
This small-cap stock, engaged in project management consultancy, real estate development, and infrastructure execution, secured Rs 775 crore redevelopment orders from the Delhi Development Authority (DDA) for staff housing projects in New Delhi, strengthening its growth outlook. The fresh wins add to its robust total order book of about Rs 1,26,800 crore, enhancing revenue visibility, execution scale, and long-term earnings potential.
With a market cap of more than Rs 25,000 Cr, NBCC (India) Ltd saw its stock hit an intraday high of Rs 95.5, which is almost 2 percent higher than the previous close of Rs 94. The company stock has given a compounded return of 62 percent in the last three years.
News
NBCC (India) Limited secured work orders worth Rs 775.27 crore from the Delhi Development Authority for comprehensive redevelopment of staff quarters at Old Rajinder Nagar and Safdarjung Development Area in New Delhi.
The Old Rajinder Nagar project is valued at Rs 437.79 crore and involves the redevelopment of 117 existing dwelling units. The total proposed built-up area is about 99,635 square meters, excluding external development. The project will be executed under a self-sustainable model, where part of the constructed area will be sold to fund development.
The Safdarjung Development Area project is valued at Rs 337.5 crore and covers the redevelopment of 152 dwelling units, with a planned built-up area of nearly 65,925 square meters. Funds generated from the sale of developed space will support construction, while the remaining area will be handed over to DDA for staff use.
The Order Book
As of Q3FY26, NBCC India boasts a massive consolidated order book of about Rs 1,26,800 crore. The standalone NBCC entity dominates this portfolio with Rs 1,12,640 crore, supported by subsidiaries HSCC wit Rs 7,827 cr, HSCL with Rs 6,016 cr, and NSL with Rs 307 Cr in orders.
Growth continues with major Q3 FY26 wins, including the Rs 642.82 crore redevelopment of Tulsi Niketan for the Ghaziabad Development Authority. Another key project is the Rs 498.30 crore integrated township for Damodar Valley Corporation in Jharkhand.
Revenue and Profit Split
In Q3 FY26, the PMC segment dominated revenue, contributing Rs 2,011 Crore, reflecting a steady growth of 11.5 percent YoY. The Real Estate segment followed with Rs 26.6 Crore, showing a 12 percent increase. Conversely, the EPC segment experienced a significant revenue decline of 74 percent, bringing in only Rs 43.5 Crore compared.
The PMC segment remains the primary profit driver, generating Rs 130 Crore in Q3 FY26. Notably, the real estate segment saw an explosive profit surge of 683 percent, reaching Rs 102.5 Crore. Additionally, the EPC segment successfully turned around from a loss in the previous year to post a profit of Rs 17.5 Crore this quarter.
Business & Financial Overview
NBCC (India) Limited, incorporated in 1960 and headquartered in New Delhi, is a government-owned construction and project management company under the Ministry of Housing and Urban Affairs. It specializes in real estate development, infrastructure projects, and redevelopment of government assets, executing large-scale projects across India with strong expertise in engineering, procurement, and construction management.
In the latest quarter, the company saw a YoY revenue growth of 8 percent, going from Rs 2,809 Cr in Q3FY25 to Rs 3,022 Cr in Q3FY26, while the QoQ went up by 4 percent from Rs 2,914 Cr in Q2FY26. The YoY Net Profits growth is at 39 percent, going from Rs 142 Cr in Q3FY25 to Rs 197 Cr in Q3FY26, while the QoQ growth stood at 26 percent from Rs 157 Cr in Q2FY26.
The company has a 3 year sales CAGR of 16 percent, while the TTM is at 14 percent. The company’s 3 year profit CAGR is at 30 percent, while the TTM number is at 17 percent. The company also has an ROCE of 33 percent and an ROE of 25 percent.
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