Tipsheet
What matters at India’s listed companies
Order Wins · Industrial Gases & Fuels · Small cap

Refex Industries lands ₹36.91 cr pond ash logistics contract

The two-year deal for excavation and transport adds to a project pipeline now nearing ₹1,500 crore.

4 earlier stories on Refex Industries Ltd.
Mkt cap₹4,513 cr
P/E22.19×
ROE13.06%
Debt / eq.0.14
₹36.91 cr Value of the two-year pond ash logistics contract.

What's new

  • Refex Industries won a contract to excavate, load, and transport pond ash for a power producer.
  • The project spans two years and involves moving ash to open-cast mines and NHAI sites.
  • This win follows a recent ₹20.27 cr contract in the same ash and coal handling vertical.

Why this matters

The order accounts for 1.8% of annual revenue. It proves the company can convert its ₹1,500 crore pipeline into active work.

What we're watching

  • Execution speed on the pond ash transport as the project scales.
  • Further wins from the remaining ₹1,500 crore project pipeline.
  • Impact of these logistics contracts on operating margins.

The full read

Refex Industries has secured a ₹36.91 crore contract to manage the excavation, loading, and transportation of pond ash for a power producer. The project spans two years. It involves moving material to open-cast mines and NHAI project sites.

This is the second win for the company's ash and coal handling vertical, following a ₹20.27 crore contract announced recently. The deal represents 1.8% of annual revenue. It is a concrete indicator of progress within the company's ₹1,500 crore project pipeline.

By locking in this work, Refex adds revenue visibility for the next two fiscal years. The win is a standard operational development that keeps the company's logistics business moving in line with its growth targets. It is a win.

Questions answered

What is the scope of the new contract?
Refex will handle the excavation, loading, and transportation of pond ash for a power producer. The material will be moved to various locations, including open-cast mines and NHAI project sites.
How long will the project last?
The contract is scheduled for execution over a two-year period.
How significant is this order relative to the company's size?
The ₹36.91 crore order represents 1.8% of the company's annual revenue and 0.8% of its market capitalization.
What is the status of the company's broader project pipeline?
The company's ash and coal handling vertical currently maintains a project pipeline of nearly ₹1,500 crore.
Mentioned: Refex Industries · NHAI · ₹36.91 cr
Primary source BSE · NSE

An independent reading of the company's own disclosure — the primary filing above is the final word.

Story so far

All notes on REFEX →
  1. 29 May 2026 · 3:37 PM IST Refex Industries lands ₹36.91 cr pond ash logistics contract
  2. 3d ago Refex Industries delays demerger and resets margin guidance
  3. 4d ago Refex Industries profit jumps 35% as margins widen in FY26
  4. 4d ago Refex Industries posts 35% annual profit growth to ₹247 crore
  5. 4d ago Refex Industries profit jumps 35% as margins widen