BSEARSS Infrastructure Projects LtdHighPositive
Announced Thu, 23 Oct · 19:32 IST

Intimation regarding Work Order(sub Contract). A copy of LOA( Letter of Acceptance) of award is enclosed. The same is for your perusal and record.

Govt Defence OrderOrder Above 5pct RevenueBusiness Updates View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ARSS Infrastructure Projects, currently under Corporate Insolvency Resolution Process (CIRP), has received six sub-contract work orders from Shivam Condev Private Limited worth a combined Rs. 164.51 crore. The work involves road widening, strengthening, and bypass construction across districts in Odisha (Koraput, Kandhamal, and Boudh), with one project being a bypass on NH-57 on EPC mode. Completion periods range from 16 to 24 months. The contracts are on a back-to-back basis with a 5% commission payable to Shivam Condev as the main contractor. Notably, one contract (Daspalla bypass) is subject to approval from the Principal Employer.

Likely market impact

This is a positive development for shareholders as it shows the company is securing new business despite being under insolvency proceedings, supporting revenue continuity. However, the back-to-back sub-contract structure with a thin margin (5% commission to main contractor) and dependency on principal employer approval for key orders introduce execution risk. Investors should watch for resolution plan progress and order conversion to actual revenue.