Top Indian Infrastructure Industry News & Updates - 25 Feb 2026,Wednesday

🏢 Industry & SEZ

Cabinet approves infra projects, farm benefits of ₹12,236 crore
India's power transmission capacity currently stands at more than 5 lakh circuit km (ckm). Under the National Electricity Plan, the government has set a plan to add a total of over 1,91,000 ckm of transmission lines from 2022-23 to 2031-32. However, the progress so far has been slow. As of December FY26, a total of 5,077 ckm was added, compared to the target of 10,696 for the period of April-December.
CM Rekha lays foundation stone for 49 projects worth Rs 264 cr
Chief Minister Rekha Gupta on Tuesday laid foundation stones for 49 projects worth Rs 264 crore in Mundka, saying her Government is bringing the villages neglected so far into the mainstream of development.
Nomura upbeat on private port players; bets on JSW Infra, Adani Ports

Formidable entry barriers and limited competition
M&A activity in power sector gathers pace as PPAs drive up valuations
 
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🏗 Construction

L&T wins Govt order for observatory
Two business verticals of L&T – the heavy civil infrastructure (HCI) and heavy engineering (HE) – have jointly won a significant order from the department of atomic energy setting up the LIGO India Observatory. The Observatory will come up at Aundha in Maharashtra’s Hingoli district.
NBCC in discussion to secure 139-acre project in Seychelles
State-owned NBCC is exploring to undertake a project in Seychelles for development of infrastructure, including housing, on a 139-acre island. In a statement on Monday, the company said that Vice-President of Republic of Seychelles,  Sebastien Pillay, visited the company’s headquarter here, leading a high-level delegation. The delegation held detailed discussions with NBCC CMD K P Mahadeva- swamy and other senior officers of the company regarding projects in Seychelles.
Order boost: KEC International bags another Rs 1,000 crore work order, FY26 order book crores Rs 21,000 crore
Infrastructure major KEC International has secured a work order worth Rs 1,002 across its business vertices. In an exchange filing, the company said that its transmission and distribution vertical has secured an order for 220/132 kV transmission lines and cabling in India.
Major setback for Afcons Infra: Client terminates Rs 1,200 crore contract despite 93% work completion
Afcons Infrastructure has encountered a major setback in its ongoing dispute related to a Rs 1,200 crore work order. The company has informed the stock exchanges that, following the invocation of the bonds, the client has now issued a notice of termination for the order. 
📝  Nestoria Group launches Dholera's first 3D construction
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🏘 Real Estate

Bengaluru real estate market remains strong, high absorption in Rs 1.5-2.5 crore ticket-size
New Delhi: Resilient housing demand continues across key property markets, with Bengaluru maintaining strong momentum, according to a sector update by Antique Stock Broking Limited.
YM Infra, Ashwin Sheth Group launch 74 storey tower in Mumbai with ₹2,800 cr GDV
 
📝  Suraj Estate acquires Hally Pacific, to develop co’s land in Mumbai’s Prabhadevi
📝  India’s real estate sector embraces artificial intelligence to woo tech-savvy buyers
📝  ESR enters data centre market with Rs 900 crore investment in Navi Mumbai
📝  Nisus Finance makes Rs 247 cr investment in Majan, Dubai
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🛍 Cement

Volume gains offset pricing pain for cement companies in Q3 FY26
Strong sales volumes and operating leverage drove profits of India’s top cement firms in the third quarter of the current financial year (Q3 FY26).
BS Manthan: Experts urge green data centre policy as AI power use surges
 
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⚙ Equipment

PALFINGER’s ₹350-crore play: Local manufacturing to deliver 30% cost edge in lifting solutions
Mumbai: Austrian lifting equipment major PALFINGER is targeting up to 30 per cent cost reductions on its high-end cranes through localisation, backed by a ₹350-crore investment in a new manufacturing facility in Pune and a strategic partnership with the $3 billion TVS Mobility Group for nationwide market access and lifecycle support.
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🚙 Roads & Highways

📝  Govt tweaks Build Operate Transfer agreement to share risks and rewards with contractors'
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🚃 Railways

India to sell up to 4% stake in Indian Railway Finance Corporation

The government currently owns an 86.36% stake in the financing arm of the Indian Railways. The Indian government will sell 2% equity in the financier over ⁠the next two days, with an option to additionally sell another 2% based on investor respons e, Divestment ⁠Secretary Arunish Chawla said in a post on X. The financing arm of the Indian Railways will sell the shares at ⁠a floor price of 104 rupees per share. The price represents an over 5% discount to the share closing price on Tuesday , according to its disclosure to stock exchanges.
IRFC: Govt plans to sell 26.137 cr shares via offer-for-sale on Wednesday
 
Union Cabinet approves ₹9,072 crore railway projects across four states
 
📝  ₹9,072 cr. for three railway projects for various States
📝  Union Cabinet clears Rs 1,067 crore Ahmedabad Metro extension from GIFT City to Shahpur
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