4 Stocks to Benefit from India’s Plan to Build 50 Airports in 5 Years

Synopsis: The Civil Aviation Minister announced India’s plan to build 50 new airports in five years, accelerating growth in the aviation industry and creating strong multi-year investment opportunities across airport-linked businesses. This includes companies with  YoY Net Profits growth up to 2400 percent

India’s ambitious plan to add 50 new airports in five years, announced by Civil Aviation Minister K. Rammohan Naidu, is set to transform connectivity, infrastructure, and real estate across the country. With 165 operational airports already and rapid expansion underway, this aviation push is expected to unlock massive opportunities for construction, engineering, and infrastructure-linked companies.

As airports act as growth catalysts, the initiative is likely to boost demand for roads, power, logistics, cement, and urban development, directly benefiting select listed companies. Faster project execution, supportive government policies, and rising passenger traffic position several stocks to gain from this multi-year infrastructure cycle, making India’s airport expansion a key theme for investors to track. The following are the stocks that have the potential to benefit from the above development.

GMR Airports Ltd

Incorporated in 1996 and headquartered in New Delhi, GMR Airports Ltd is a flagship GMR Group company specializing in airport development, operation, and management. It operates major airports including Delhi, Hyderabad, Goa, and Nagpur, along with international airports, offering integrated aviation, retail, cargo, and aero services. In Q3FY26, the company saw its airports handle about 32 million passengers, which was a YoY growth of 2.5 percent, and in 9MFY26 the company handled about 90 million passengers across all of its airports.

In the latest quarter the company saw a YoY revenue growth of 50 percent, going from Rs 2,653 Cr in Q3FY25 to Rs 3,994 Cr in Q3FY26, while the QoQ went up by 9 percent from Rs 3,670 Cr in Q2FY26. The YoY Net Profits fell by 14 percent, going from Rs 202 Cr in Q3FY25 to Rs 174 Cr in Q3FY26, while the QoQ growth stood around 400 percent from Rs 35 Cr in Q2FY26.

Adani Enterprises Ltd

Adani Enterprises Ltd was incorporated in 1993 and is headquartered in Ahmedabad, Gujarat, it is the flagship company of the Adani Group. Through its subsidiary Adani Airport Holdings Ltd, it operates and develops eight airports across India, including Mumbai, Ahmedabad, and Lucknow, making it India’s largest private airport infrastructure operator. In Q3FY26, the company saw its airports handle about 25 million passengers, which is around the same level as last year, and in 9MFY26 the company handled about 71 million passengers across all of its airports, which was a YoY 1 percent increase.

In the latest quarter the company saw a YoY revenue growth of 9 percent, going from Rs 22,848 Cr in Q3FY25 to Rs 24,820 Cr in Q3FY26, while the QoQ went up by 17 percent from Rs 21,249 Cr in Q2FY26. The YoY Net Profits growth is at 2400 percent, going from Rs 229 Cr in Q3FY25 to Rs 5,727 Cr in Q3FY26, while the QoQ growth stood at 68 percent from Rs 3,414 Cr in Q2FY26.

Anlon Technology Solutions Ltd

The company was incorporated in 2015 and is headquartered in Mumbai, it provides engineering and technology solutions for aviation and infrastructure sectors. In airport-related business, it designs and supplies runway cleaning systems, firefighting vehicles, rescue equipment, conveyor systems, and airport furniture, supporting operations, safety, and maintenance across Indian airports. The company has an orderbook of more than Rs 115 crore.

In the latest half the company saw a YoY revenue growth of 116 percent, going from Rs 19 Cr in H1FY25 to Rs 41 Cr in H1FY26. The YoY Net Profits growth is at 120  percent, going from Rs 2.5 Cr in H1FY25 to Rs 5.5 Cr in H1FY26.

Cemindia Projects Ltd

Cemindia Projects Ltd, incorporated in 1978 and headquartered in Mumbai. The company is a leading engineering and construction firm, which is also into airport infrastructure, that includes construction of airport terminals, runways, underground metro- airport links, tunnels, and integrated mechanical, electrical, and plumbing (MEP) systems for major Indian airports. 

As of Q3FY26, the company has its order book around Rs 21,900 Crore.The company is currently executing airport projects worth approximately Rs. 1,300 Crore in its order book, with a strategic focus on modernizing Adani-operated airports

In the latest quarter, the company reported a YoY revenue growth of 2 percent, rising from Rs 2,270 Cr in Q3FY25 to Rs 2,315 Cr in Q3FY26, while QoQ revenue increased by 5 percent from Rs 2,195 Cr in Q2FY26. YoY net profit growth stood at 28 percent, improving from Rs 87 Cr in Q3FY25 to Rs 111 Cr in Q3FY26, while QoQ net profit rose by 3 percent from Rs 108 Cr in Q2FY26.

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