5 Stocks to Watch: Major Orders Boosting Infrastructure and Defence Sectors

Fresh order announcements across infrastructure, defence, and EPC segments continue to drive market attention, pointing to sustained capex activity and strong sectoral tailwinds. Companies securing projects across railways, power, and data centres indicate broad-based demand visibility. These order inflows not only strengthen execution pipelines but also improve medium-term revenue visibility. As a result, stocks linked to infra buildout and defence manufacturing are expected to remain active, with investors closely tracking order book expansion and project execution trends.

M & B Engineering Ltd, a leading Indian design-led engineering solutions provider, has secured a domestic order worth Rs 71.95 crore for the design, engineering, manufacturing, and supply of pre-engineered buildings and structural steel solutions. The project is to be executed within 7.5 months under standard terms, including advance payments. The company has not disclosed the client’s name due to confidentiality, and the order includes an erection component of Rs 14.32 crore handled by its subsidiary. With a market capitalization of Rs 1,891 crore, the share of this company closed at Rs 331.05 per share, down by 1.13 percent from its previous day’s close.

Paras Defence and Space Technologies Ltd (PDST) is a private sector company primarily engaged in the designing, developing, manufacturing, and testing of a variety of defence and space engineering products and solutions. The company caters to four major segments – Defence & Space Optics, Defence Electronics, Heavy Engineering, and Electromagnetic Pulse Protection Solutions. PDST has received a domestic order worth around Rs 7.72 crore from Defence Research and Development Organisation under the Ministry of Defence for developing Ku/C-Band satellite communication phased array antennas for airborne applications. The contract focuses on advanced defence communication systems and is scheduled for completion by April 29, 2028. This order highlights the company’s growing role in indigenous defence technology development and aligns with ongoing efforts to strengthen domestic aerospace and defence capabilities. With a market capitalization of Rs 6,395.81 crore, the share of this company closed at Rs 793.65 per share, down by 2.12 percent from its previous day’s close.

Brahmaputra Infrastructure Ltd, a Guwahati-based EPC and real estate company, has emerged as the L1 (lowest bidder) for a project worth Rs 81.98 crore awarded by North Frontier Railway Construction. The project involves the construction of staff quarters, water infrastructure, roads, and electrification works under the Lumding–Furkating doubling project. It is a domestic contract with an execution timeline of 18 months from the date of formal award, strengthening the company’s railway infrastructure portfolio. With a market capitalization of Rs 437 crore, the share of this company closed at Rs 150.45 per share, down by 0.95 percent from its previous day’s close.

Om Power Transmission Ltd, a power transmission infrastructure EPC company, has received a Letter of Intent from Gujarat Energy Transmission Corporation Limited for a turnkey project valued at Rs 44.95 crore (including GST), covering supply, erection, testing, and commissioning of 220kV and 66kV equipment. The scope also includes civil works for the 220kV Jantral AIS substation, reinforcing the company’s EPC capabilities in power infrastructure. The project has been awarded by a domestic entity and is scheduled to be executed within 18 months from the date of the LOA. With a market capitalization of Rs 664 crore, the share of this company closed at Rs 193.90 per share, down by 1.97 percent from its previous day’s close.

Vivid Electromech Ltd, a Navi Mumbai-based manufacturer specializing in Low-Voltage (LV) and Medium-Voltage (MV) switchboards, automation systems, and panel solutions, has secured multiple orders worth Rs 43.95 crore (excluding taxes) for supplying power distribution systems, reflecting strong demand across data center and infrastructure segments. Key clients include STT Global Data Centres India Private Limited and CtrlS Data Centers Limited, where the company will support ongoing data center projects with delivery timelines of around 3 months. The company also received orders from NCC Limited and Megha Engineering & Infrastructures Limited for metro and atomic power projects, with execution timelines of 2 months, highlighting quick turnaround and diversified order inflows. With a market capitalization of Rs 610 crore, the share of this company closed at Rs 687.10 per share, down by 0.59 percent from its previous day’s close.