📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-09-18 15:36
231 analysed today
231
Today
140,144
All-time analysed
41,005
Positive
6,379
Negative
84,699
Neutral
7,993
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
4 announcements match the current filters (relevance ≥ 5).
Mason Infratech Wins ₹73.26 Cr Residential Construction Order from Magicmind Infratech
Mason Infratech Limited has bagged a ₹73.26 crore (exclusive of taxes) lock-and-key construction order from Magicmind Infratech LLP. The project entails constructing Ground/Stilt plus 23 upper floors for a residential project in Charkop, Kandivali-West, Mumbai, with an execution timeframe of 36 months. The contract represents approximately 30.1% of the company's TTM revenue of ₹243 crore. This contract is classified as a related-party transaction at arm's length, as Mason Infratech holds a 27.5% profit-sharing capital contribution in Magicmind Infratech LLP.
Confidence: HIGH
What changedMason Infratech secured a new ₹73.26 crore lock-and-key residential construction contract in Mumbai from Magicmind Infratech LLP.
Why it mattersThe order enhances revenue visibility, accounting for roughly 30.1% of Mason's TTM revenue, while expanding its footprint in high-rise residential construction in Mumbai.
Order value: Rs. 73.26 croresExecution period: 36 MonthsStake in awarding entity: 27.5%Order vs TTM revenue: ~30.1%
📅 Short termPositive for market sentiment given the order value represents nearly a third of annual revenues, though revenue recognition will only begin once the site is cleared and work commences.
📈 Long termStrengthens Mason's high-rise residential portfolio in the Mumbai redevelopment/residential space, aligned with its strategy to leverage partner entity ecosystems.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Related-party transaction (Mason holds a 27.5% profit share in the client)
- Execution risk over a 36-month timeline subject to site handover and drawing approvals
- Client concentration risk within affiliated entities
Key Highlights
Received contract valued at approximately ₹73.26 crores (exclusive of taxes)
Execution timeline set at 36 months from receipt of LoI, site clearance, or 'Good for Construction' drawings
Scope covers lock-and-key construction of Ground/Stilt + 23 Upper Floors in Kandivali-West, Mumbai
Related-party transaction: Mason Infratech holds a 27.5% capital contribution/profit-sharing ratio in client Magicmind Infratech LLP
👀 What to Watch
Track the formal site handover and commencement date to monitor revenue ramp-up across the 36-month execution cycle.
Mason Infratech Wins ₹12.90 Cr Order from Lodha Group Entity
Mason Infratech Limited has bagged an order worth approximately ₹12.90 crores (inclusive of taxes) from Cowtown Infotech Services Limited, an entity of Lodha Group. The contract entails core and shell civil work for Hanging Garden-Waterfront T2 (13th to 35th floors) at the Palava Waterfront project in Kalyan, Thane. The execution timeline is set at 18 months. Relative to Mason's TTM revenue of ₹243 crores, this order represents about 5.3%, offering modest revenue visibility.
Confidence: HIGH
What changedMason Infratech secured a new civil construction work order valued at ₹12.90 crores from Lodha Group entity Cowtown Infotech.
Why it mattersAdds incremental revenue (~5.3% of TTM revenue) and reinforces the company's presence in high-rise contracting within the Thane district.
Order value: Rs. 12.90 croresExecution period: 18 monthsOrder vs TTM revenue: ~5.3%
📅 Short termProvides incremental operational support, though the order size is modest relative to TTM revenue of ₹243 crores.
📈 Long termDemonstrates continuity in bagging tier-1 developer contracts in the Thane region, though client concentration remains high across key developers.
⚠ Risk flags
- Execution delays over the 18-month timeline
- Raw material cost volatility affecting civil contracting margins
Key Highlights
Order value of approximately ₹12.90 crores inclusive of taxes
Execution timeline set at 18 months
Awarded by Cowtown Infotech Services Limited, an entity of Lodha Group
Scope covers core and shell civil work for 13th to 35th floors at Palava Waterfront AS/Tower-2 in Thane
👀 What to Watch
Track quarterly revenue recognition and project milestone progress over the 18-month execution period.
Mason Infratech Wins ₹12.90 Cr Civil Work Order from Lodha Group Entity
Mason Infratech has received a domestic work order worth approximately ₹12.90 crore (inclusive of taxes) from Cowtown Infotech Services Limited, an entity of the Lodha Group. The project entails core and shell civil work for Hanging Garden-Waterfront T2 (13th to 35th floors) at Palava, Thane. The execution period is set at 18 months. Relative to Mason's TTM revenue of ₹243 crore, this order represents about 5.3% of annual top line.
Confidence: HIGH
What changedMason Infratech secured a new ₹12.90 crore civil construction contract from Lodha Group entity Cowtown Infotech.
Why it mattersWhile relatively modest at ~5.3% of TTM revenue, it deepens the company's regional presence in the Thane geography and strengthens client ties with a tier-1 developer group.
Order value: Rs. 12.90 croresExecution period: 18 monthsOrder vs TTM revenue: ~5.3%
📅 Short termProvides incremental revenue visibility over the coming 6 quarters as work commences at the Palava site.
📈 Long termLimited structural impact on overall scale, but supports the company's strategy of executing high-rise residential construction projects in Thane.
⚠ Risk flags
- Fixed-price contract risks if raw material costs (cement, steel) fluctuate during the 18-month period
- Execution delays or billing cycles typical in high-rise civil construction
Key Highlights
Order value of approximately ₹12.90 crores (inclusive of taxes)
Execution timeline specified as 18 months
Work entails core and shell civil work for 13th to 35th floors at Palava Waterfront AS/Tower-2, Thane
Awarded by Cowtown Infotech Services Limited (Lodha Group entity) with no promoter interest or related-party connection
👀 What to Watch
Track execution progress and billing milestones over the 18-month tenure, along with order book additions in upcoming quarterly updates.
Mason Infratech Wins ₹12.90 Cr Civil Work Order from Lodha Group Entity
Mason Infratech Limited has secured an order worth approximately ₹12.90 crores (inclusive of taxes) from Cowtown Infotech Services Limited, an entity of the Lodha Group. The project entails core and shell civil work for Hanging Garden-Waterfront T2 (13th to 35th Floor) at Palava, Thane. The contract is slated to be executed over an 18-month timeline. The order value represents approximately 5.3% of Mason Infratech's TTM revenue of ₹243 crores.
Confidence: HIGH
What changedMason Infratech secured a new civil construction contract worth approximately ₹12.90 crores from Lodha Group entity Cowtown Infotech Services.
Why it mattersAdds ~5.3% of TTM revenue to the order book and deepens execution presence in the core Thane region with a marquee real estate developer.
Order value: Approximately Rs. 12.90 croresExecution timeline: 18 monthsFloors covered: 13 to 35th FloorOrder vs TTM revenue: ~5.3%
📅 Short termProvides positive sentiment given the high-profile counterparty (Lodha Group), though the financial impact will be spread across 18 months.
📈 Long termStrengthens Mason's credentials in high-rise residential construction and supports its strategy to expand within the Thane infrastructure belt.
⚠ Risk flags
- Fixed-price civil contracting margin risks from raw material cost inflation
- Continued client concentration in residential development
Key Highlights
Order value is approximately ₹12.90 crores (inclusive of taxes)
Execution timeline is set for 18 months
Client is Cowtown Infotech Services Limited, an entity of Lodha Group
Scope covers core and shell civil work for 13th to 35th floors of Palava Waterfront AS/Tower-2 in Thane
👀 What to Watch
Monitor quarterly revenue accretion from the Lodha Group project over the 18-month execution period, along with margin delivery against raw material fluctuations.
