AngelOne has recommended NCC Ltd as one of its top Diwali picks for 2024, assigning it a target price of ₹400. With the current market price at ₹301, NCC offers an upside potential of 33%. As a leading construction company in India, NCC Ltd is involved in a variety of infrastructure projects, spanning transportation, water and irrigation, buildings, power, and more.

Quick Overview of Key Financials

Parameter Value
Current Market Price (CMP) ₹301
Target Price ₹400
Upside Potential 33%
Market Cap ₹18,867 crore
Beta 2.1
Sector Construction

Key Investment Highlights for NCC Ltd

  1. Strong Financial Performance in Q1FY25
    In Q1FY25, NCC Ltd achieved robust financial growth with revenue increasing by 26.2% year-on-year to ₹5,528 crore and net profit rising by 21.2% YoY to ₹223 crore. This growth was supported by a strong order book and superior execution in its building division and electrical transmission and distribution (T&D) business.
  2. Diverse Infrastructure Portfolio
    NCC Ltd is one of India’s largest and most diversified construction players, with projects across buildings, roads, irrigation, and power. The company has also expanded into railways, metal sectors, and real estate development, establishing a presence across multiple high-growth sectors.
  3. Beneficiary of Government Infrastructure Initiatives
    With the government’s focus on infrastructure development and transportation, NCC Ltd is well-positioned to capitalize on upcoming opportunities in the sector. The continued emphasis on infrastructure by policymakers is likely to drive future revenue growth for the company.
  4. Consistent Growth with Strong Order Book
    NCC’s well-established presence in the construction sector and its robust order book ensure consistent growth. The company’s expertise and execution capabilities across multiple segments make it a reliable player in India’s construction landscape.

Key Financials Overview

Year Sales (₹ Cr) PAT (₹ Cr) EPS (₹) OPM (%) ROE (%) P/E (x) P/BV (x) EV/Sales (x)
FY2024 20,845 711 11 9.0 10.7 20.5 2.2 0.9
FY2023 15,553 609 10 10.3 9.9 10.9 1.08 1.2
FY2022 11,138 482 08 11.7 8.6 7.4 0.64 1.8

NCC Ltd’s leadership in the construction sector, strong financial performance, and diverse portfolio across infrastructure projects make it an attractive investment for Diwali. With a target price of ₹400 and a 33% upside, AngelOne’s recommendation highlights NCC Ltd’s growth potential and solid positioning in India’s infrastructure growth story.

Disclaimer: This article is based on AngelOne’s research and is intended for informational purposes only. Investors are encouraged to consult a financial advisor and refer to the detailed research report before making any investment decisions.