MTAR Tech shares jump 7% after order expectation from Nuclear Division

On Thursday, the MTAR Technologies shares surged nearly 7 percent and the stock touched a day’s high price of Rs 1,579 as of September 11, 2025 on NSE. The stock rose after multiple sources indicated that the company expects a major order from the Nuclear Division, which heightened investor sentiment. This anticipated order, is yet to be revealed by the company and it is positioned in strategic manufacturing for nuclear and clean energy sectors.

Order Expectations and Market Reaction

MTAR Technologies’ management revealed that discussions are in advanced stages with clients for substantial new business from the nuclear segment, with order volumes projected to reach Rs 1,000 crore this fiscal. This development triggered a nearly 7 percent jump in the company’s shares.

Q1FY26 Financial Performance

In Q1FY26, MTAR Technologies posted strong results, reporting a total income of Rs 157.19 crore, a YoY growth of 22 percent and Profit after tax soared by 175 percent YoY to Rs 10.81 crore, driven by improved operational margins and cost management efforts. EBITDA for the quarter stood at Rs 28.4 crore, marking around 71 percent YoY increase, while profit before tax reached Rs 14.8 crore, up 139 percent versus Q1FY25. The company’s order book remained healthy, closing the quarter around Rs 930.20 crore as of 30th June 2025, which includes significant contributions from its clean energy, aerospace, and civil nuclear verticals.

Management Outlook

MTAR’s management remains optimistic about the remainder of FY26, maintaining a 25 percent revenue growth guidance and signaling stronger execution. According to Managing Director Parvat Srinivas Reddy, the company expects increased order inflows in Clean Energy, Civil Nuclear Power, Aerospace, and Defence, underpinning further expansion and export momentum despite external headwinds like US tariff uncertainties. The leadership outlined plans for close to Rs 100 crore capex this fiscal, focusing on augmenting manufacturing capacity to address anticipated demand in the nuclear and clean energy segments. MTAR’s technological depth, cost competitiveness, and long-standing customer relationships keep management bullish about sustained growth and order execution capabilities heading into FY26.