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VIJAY KUMAR GUPTA

18th Jul · SEBI-Registered Analyst

$NBCC Major focus on redevelopment projects

$NBCC 1. Strong order inflows continue NBCC has continued receiving large government project orders across: Redevelopment projects Smart city projects Housing projects Institutional infrastructure The company’s order book remains strong, giving long-term revenue visibility. 2. Major focus on redevelopment projects NBCC is playing a major role in high-profile government redevelopment projects, including: Delhi redevelopment works Government residential complexes Urban infrastructure modernization These projects are considered key long-term growth drivers. 3. Strong execution momentum Project execution has improved steadily, helping revenue growth and operational performance. Investors are closely tracking monetisation and progress of large redevelopment projects. 4. Asset monetisation opportunities NBCC continues to benefit from land monetisation and commercial property development opportunities linked to redevelopment projects. 5. PSU infrastructure theme supporting stock The stock has seen strong investor interest as PSU and infrastructure-related stocks remain in focus due to India’s ongoing capex cycle. 6. Healthy financial position NBCC remains relatively asset-light compared to traditional EPC companies because it mainly follows a project management consultancy (PMC) model. This supports better margins and lower balance-sheet stress. 7. Expansion in real estate and consultancy business The company is strengthening: PMC operations Real estate development Overseas consultancy projects Government-backed projects continue to provide stability. 8. Stock performance NBCC stock has witnessed strong rallies during periods of high infrastructure and PSU sector momentum. Trading activity remains high due to retail investor participation in PSU stocks.

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