KEC International (NSE: KEC) Shares Jump Nearly 7% After Securing New Orders Worth ₹1,754 Crore Across Businesses

KEC International (NSE: KEC) shares surged nearly 7% on June 30, 2026, after a major order win announcement. KEC International Ltd., a global infrastructure EPC major and an RPG Group company, secured new orders of Rs 1,754 crore across various businesses, including significant high-voltage transmission line tower supplies in the Americas. With these wins, the company’s year-to-date order intake now stands at over Rs 4,000 crore. The announcement reinforces KEC’s global tower sales strategy and lifted investor sentiment sharply.

Order Breakdown: T&D Leads the Win

The bulk of today’s order value came from one core business segment. The Transmission & Distribution business secured the major portion of the orders through the supply of high-voltage transmission line towers in the Americas. The Cables & Conductors business also contributed meaningfully.

The orders include the largest-ever tower supply order from the USA, along with various orders in India and other international markets. This repeat US business signals deepening trust from American grid operators in KEC’s execution capability.

Management Commentary: A Milestone for Global Expansion

KEC’s leadership framed this win as a strategic turning point. MD & CEO Vimal Kejriwal said, “We are delighted with the new order wins, especially in the tower supply business. The repeat orders from customers in the Americas, including the largest-ever tower supply order from the USA, reflect the growing momentum in the American T&D market.”

Kejriwal added that these wins reinforce KEC’s strategic focus on strengthening its tower sales business globally. The Americas pipeline is becoming a core growth pillar.

PGCIL Tender Relief Adds Tailwind

This order win comes alongside a significant regulatory development. PGCIL revoked KEC’s exclusion order on June 26, 2026, meaning the company may bid again immediately. The exclusion began on November 18, 2025, following a nine-month barring period, and its revocation allows KEC to participate in government-led infrastructure tenders once more.

That regulatory clearance directly expands KEC’s addressable order pipeline domestically, just as international orders accelerate.

KEC International bags Rs 1,754 crore new orders; FY27 order intake crosses Rs 4,000 crore https://t.co/BajwWaazB0

— Financial Express (@FinancialXpress) June 30, 2026

Company Profile and Order Book Strength

KEC International’s scale underpins this latest win. The company has a presence across Power Transmission & Distribution, Civil, Transportation, Renewables, Oil & Gas Pipelines, and Cables & Conductors, with a footprint in 110+ countries. KEC’s total order book exceeds Rs 40,000 crore, with Prabhudas Lilladher maintaining an ‘Accumulate’ rating and a target of Rs 558, citing FY27 revenue growth guidance of 12%–15%.

• New Order Value: ₹1,754 crore (T&D and Cables & Conductors)
• YTD Order Intake: Over ₹4,000 crore
• Total Order Book: Over ₹40,000 crore
• FY27 Revenue Growth Guidance: 12%–15%
• PGCIL Exclusion Revoked: June 26, 2026

Related Stocks in Indian Infrastructure EPC

KEC International’s order win reflects broader momentum in India’s transmission and infrastructure sector. Related stocks include:

• Larsen & Toubro (NSE: LT) order book hit ₹7.4 lakh crore in FY26, India’s largest EPC major
• Kalpataru Projects International (NSE: KPIL) direct T&D and infrastructure peer
• VA Tech Wabag (NSE: WABAG) surged 20% year-to-date amid infrastructure sector tailwinds

KEC International’s ₹1,754 crore order win, combined with its PGCIL tender clearance, positions the company for stronger execution momentum heading into FY27.

Disclaimer

The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice