The Jhunjhunwala Effect: How Two Companies Are Reshaping India’s Infrastructure and Water Future

Let me tell you, folks, I’ve been sniffing around the financial statements of Rakesh Jhunjhunwala’s portfolio companies, and what I’ve uncovered is nothing short of a spending sleuth’s dream. These firms aren’t just growing—they’re *exploding* with contracts, and the numbers are so juicy, even my thrift-store calculator is overheating. So, grab your detective hats, because we’re diving into the world of NCC Limited and VA Tech Wabag Limited, two companies that are turning infrastructure and water tech into a high-stakes game of Monopoly.

The Construction and Water Tech Boom: A Sleuth’s Playground

First off, let’s talk about the elephant in the room—or rather, the *elephant-sized order books* these companies are hauling around. NCC Limited, a civil construction giant, has been on a *tear* lately, snagging contracts like a shopaholic at a Black Friday sale. Their order book? A whopping Rs 57,536 crore. That’s not pocket change, folks. And VA Tech Wabag Limited, the water tech whiz, isn’t far behind with a Rs 14,263.4 crore order book. But here’s the kicker—they’re not just sitting on these contracts; they’re *executing* them like a well-oiled machine.

Now, why should you care? Because these companies aren’t just building roads and treating water—they’re *reshaping* India’s infrastructure and water future. And if you’re an investor, you’d better pay attention, because the Jhunjhunwala family’s stamp of approval is like a golden ticket to Willy Wonka’s factory.

NCC Limited: The Infrastructure Juggernaut

From Amaravati to Mumbai: A Contract Goldmine

NCC Limited has been *crushing* it lately, securing contracts left and right. In March 2025 alone, they bagged Rs 20,187.50 crore in new orders, including a massive deal from the Andhra Pradesh Capital Region Development Authority for infrastructure in Amaravati. But that’s just the tip of the iceberg. They also snagged Rs 1,236 crore from state government agencies in August 2024 and Rs 2,269 crore from the Mumbai Metropolitan Region Development Authority (MMRDA) for the Mumbai Metro Line 6 project.

Now, why is this a big deal? Because NCC isn’t just building stuff—they’re *transforming* cities. And when you’ve got the government throwing money at you like it’s going out of style, you know you’re onto something.

Profit Surge and Stock Price Pop

All this contract action has translated into *serious* financial gains. NCC reported a 111% jump in Profit After Tax (PAT) and announced a 110% dividend. That’s not a typo, folks. A *110% dividend*. And guess what? Their stock price surged by over 9% in some instances. If that doesn’t make you want to invest, I don’t know what will.

The Jhunjhunwala Seal of Approval

Now, here’s where it gets interesting. The Jhunjhunwala family, known for their *legendary* investment acumen, has been backing NCC for a while. And Rekha Jhunjhunwala’s continued confidence in the company is like a *golden endorsement*. When the Jhunjhunwalas bet on a company, you *know* it’s a solid pick.

VA Tech Wabag Limited: The Water Tech Revolution

From Saudi Arabia to Zambia: A Global Water Dominance

VA Tech Wabag isn’t just playing in the Indian market—they’re *dominating* the global water tech scene. They’ve secured contracts worth Rs 340 crore from GAIL (India) Limited and Rs 2,332 crore for a mega desalination plant in Yanbu, Saudi Arabia. But wait, there’s more! They also landed a USD 33.5 million contract for an industrial wastewater treatment plant for Saudi Aramco.

And if that wasn’t enough, they’ve expanded into Zambia with a Euro 78 million contract for wastewater treatment plants, funded by the European Investment Bank (EIB) and Germany’s KFW. Talk about *global domination*.

The Rs 1,000 Crore Desalination Deal

But here’s the *real* kicker—VA Tech Wabag just secured a Rs 1,000 crore order from Indosol Solar for a desalination project. That’s not just a contract; that’s a *statement*. The company is *all in* on water tech, and the world is taking notice.

The Jhunjhunwala Backing: A Strategic Advantage

Just like NCC, VA Tech Wabag has the Jhunjhunwala family’s backing. And let me tell you, that’s *huge*. The Jhunjhunwalas don’t just throw money at companies—they *strategize*. Their long-term investment horizon and market understanding give these companies the stability and credibility they need to *thrive*.

The Bigger Picture: A Spending Sleuth’s Verdict

So, what’s the takeaway here? These companies aren’t just growing—they’re *exploding* with potential. NCC is *reshaping* India’s infrastructure, while VA Tech Wabag is *revolutionizing* water tech. And with the Jhunjhunwala family’s backing, you *know* they’re in it for the long haul.

But here’s the *real* question: Are you paying attention? Because if you’re not, you’re missing out on a *golden opportunity*. The infrastructure and water tech sectors are *booming*, and these companies are at the *forefront* of the action.

So, what’s your move, folks? Are you going to sit on the sidelines, or are you going to *invest* like a sleuth who knows a good thing when they see it? The choice is yours. But trust me—this is one mystery you *don’t* want to leave unsolved.