SYNOPSIS: The company secured a Rs. 495 crore NTPC BESS order covering EPC supply, extensive services, and 11-year maintenance, strengthening order visibility despite recent stock weakness and negative returns over the past year.
Shares of the integrated infrastructure solutions provider operating across telecom, power systems, optical fibre networks and energy solutions, will remain in focus on Wednesday, 1st April, after securing a contract worth Rs. 495 crores for a Battery Energy Storage System (BESS) project from NTPC Limited.
With a market cap of Rs. 3,040 crores, shares of Pace Digitek Limited closed in the red at Rs. 140.85 on Monday, down by over 7 percent, compared to its previous closing price of Rs. 151.75 on BSE. So far in 2026, the stock has delivered negative returns of around 25 percent, and has fallen by nearly 15 percent in the last one month.
What’s the News
According to the latest disclosure filed with the stock exchanges, Pace Digitek Limited has received a Letter of Acceptance worth around Rs. 494.54 crores (excluding GST) from NTPC Limited for multiple components related to the BESS project at the Nabinagar Super Thermal Power Station.
The order includes
- Ex-Works (India) supply for the EPC package for BESS implementation at the Nabinagar Super Thermal Power Station.
- Comprehensive annual maintenance for the entire design life of the BESS system under the EPC package.
- A wide range of services, including loading and transportation of equipment from the manufacturer’s or supplier’s facilities to the project site, inland transit insurance, delivery, receipt, unloading, handling, storage, preservation, and in-plant transportation.
The scope also covers insurance beyond inland transit, installation and erection works, including civil, structural, and architectural components, site-fabricated steel structures, testing, pre-commissioning, commissioning, and conducting guarantee tests for all supplied plant and equipment. In addition, it includes training and safety-related activities associated with the EPC package.
The execution timeline for the ex-works supply and associated services is set at 15 months, while the comprehensive annual maintenance contract will span a period of 11 years.
Financials & More
Pace Digitek Limited is primarily engaged in the business of infra power management, green energy & telecom, solar energy solutions, hybrid solutions and remote monitoring solutions, related operation and maintenance and product services infrastructure, such as urban infrastructure, power and power transmission.
As of January 2026, Pace Digitek Limited reported a total order book of Rs. 8,467.8 crore, including fresh order inflows of Rs. 3,128.7 crore secured after Q2 FY26, which provides high earnings visibility and execution runway. Within this, the Energy segment accounted for Rs. 6,004.2 crore, while the Telecom & ICT segment contributed Rs. 2,463.7 crore.
The company reported a significant growth in consolidated revenue from operations, experiencing a year-on-year increase of over 13 percent, from Rs. 567 crores in Q3 FY25 to Rs. 644 crores in Q3 FY26. Likewise, its net profit increased during the same period from Rs. 71 crores to Rs. 79 crores, representing a rise of nearly 11 percent YoY.
The outlook for Pace Digitek Limited remains positive, supported by multiple growth drivers. The company is benefiting from a strong order pipeline, primarily led by the Energy segment, which continues to be a key contributor to its business. In addition, Pace Digitek is scaling up its BESS manufacturing capacity from 2.5 GWh to 5 GWh and further to 10 GWh, which is expected to support future growth momentum. It also expects an improvement in working capital efficiency, driven by tighter management of receivables.
From a financial perspective, revenue growth is projected to remain strong over the coming years. The company reported revenue from operations of Rs. 2,438.8 crores in FY25, which is expected to increase to around Rs. 2,650-2,700 crores in FY26, and further rise to Rs. 3,000-3,100 crores by FY27, indicating a steady upward growth trajectory.
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 in Focus After Receiving ₹495 Cr NTPC Contract for Battery Storage Project appeared first on Trade Brains.