Solar Industries and 4 other stocks whose order books increased by up to 58% in Q3

Synopsis: Five companies across auto components, power equipment, explosives, renewable energy, and infrastructure reported strong Q3 FY26 order book growth, rising 17 percentto 58 percentquarter-on-quarter.

A growing order book is a positive indicator of future revenue visibility and business momentum. It reflects strong demand, improved client confidence, and execution capability. Higher orders support capacity utilisation, earnings stability, and potential margin expansion. Consistent order inflows also strengthen long-term growth prospects and enhance overall investor confidence.

Strong order inflows during the quarter signal sustained demand across sectors such as infrastructure, defence, renewable energy, and industrial manufacturing. Rising order books not only improve revenue predictability but also position companies for accelerated execution and improved financial performance in the coming quarters. Here is the list of stocks whose order book saw robust growth QoQ:

Bharat Forge Ltd

Bharat Forge Limited (BFL), a Pune-based Indian multinational, is a technology-driven global leader in providing high-performance, innovative safety-critical components and solutions for several sectors, including automotive, power, oil and gas, construction & mining, rail, marine, defence, and aerospace.

With a market capitalization of Rs 83,665 crore, the shares of this company opened at Rs 1,749.65 per share, down by 0.17 percent from its previous close. The company’s order book stands at Rs 11,300 crore in Q3 FY26, up by 19.36 percent from Rs 9,467 crore in Q2 FY26.

Atlanta Electricals Ltd

Atlanta Electricals Limited manufactures and supplies a wide range of power transformers starting from 5 MVA (megavolt-ampere)/11 kV (kilovolt) up to 500 MVA/765 kV as well as auto transformers, inverter duty transformers, furnace transformers, generator transformers and special duty transformers in India, at its five facilities in Gujarat and Karnataka.

With a market capitalization of Rs 6,666 crore, the shares of this company opened at Rs 876.85 per share, down by 1.68 percent from its previous close. The company’s order book stands at Rs 2,451 crore in Q3 FY26, up by 18.5 percent from Rs 2,069 crore in Q2 FY26.

Solar Industries India Ltd

Solar Industries is one of the largest domestic manufacturers of bulk and cartridge explosives, detonators, detonating cords and components, which find applications in the mining, infrastructure and construction industries. The company manufactures high-energy explosives, delivery systems, ammunition filling, and pyrotechnic fuses for the defence sector.

With a market capitalization of Rs 1,18,585 crore, the shares of this company opened at Rs 13,255 per share, up by 0.5 percent from its previous close. The company’s order book stands at Rs 21,200 crore in Q3 FY26, up by 23.98 percent from Rs 17,100 crore in Q2 FY26.

Waaree Energies Ltd

Waaree Energies Limited, founded in 1990 and headquartered in Mumbai, is India’s largest manufacturer of solar PV modules with over 15-22 GW of manufacturing capacity. It is a key player in the renewable energy sector, offering solar products (panels, inverters), EPC services, and project development across 25+ countries, including a significant presence in the U.S.

With a market capitalization of Rs 89,621 crore, the shares of this company opened at Rs 3,052..95 per share, up by 0.2 percent from its previous close. The company’s order book stands at Rs 60,000 crore in Q3 FY26, up by 27.65 percent from Rs 47,000 crore in Q2 FY26.

Dilip Buildcon Ltd

Dilip Buildcon Limited, incorporated in 2006, is presently in the business of development of infrastructure facilities on an Engineering Procurement and Construction basis (EPC) and undertakes contracts from various Government and other parties and special purpose vehicles promoted by the Company.

With a market capitalization of Rs 6,994 crore, the shares of this company opened at Rs 464 per share, up by 6.67 percent from its previous close. The company’s order book stands at Rs 29,372 crore in Q3 FY26, up by 57.82 percent from Rs 18,610 crore in Q2 FY26.

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