🟢 At a Glance:
Thaai Casting Ltd (NSE: TCL) just dropped a banger update — two fresh orders worth ₹126.53 Cr and ₹12.43 Cr respectively. Both are domestic orders for supply of:
- 🚗 Automotive & non-automotive components
- 🏗️ Construction hardware
Execution timelines range from 36 to 80 months, hinting at long-term manufacturing visibility. Total value? A whopping ₹138.96 Cr — this could be TCL’s biggest cumulative order announcement since listing.
📦 Order 1 Breakdown — ₹126.53 Cr
| Detail | Info |
|---|---|
| 📌 Buyer | Domestic customer (name undisclosed) |
| 📦 Product | Automotive & non-automotive products |
| 🌐 Type | Domestic Order |
| 🕒 Timeline | 60–80 months (5–6+ years) |
| 🤝 Promoter Link | No |
| 🔁 Related Party? | No |
🧱 Order 2 Breakdown — ₹12.43 Cr
| Detail | Info |
| 📌 Buyer | Domestic customer (name undisclosed) |
| 🧱 Product | Building & Construction Hardware |
| 🌐 Type | Domestic Order |
| 🕒 Timeline | 36–48 months (3–4 years) |
| 🤝 Promoter Link | No |
| 🔁 Related Party? | No |
🧠 Why This Matters
- 🔧 TCL is slowly becoming a multi-sector component supplier
- 🧾 Long-duration orders = guaranteed revenue visibility
- 🏭 Both orders are domestic, signaling strong India-based demand
- 💰 ₹139 Cr combined = 2–3x TCL’s annual revenues in FY24 (estimate)
Long-term contracts = the dream of every manufacturing CFO.
💡 EduInvesting Take
- These twin orders show that TCL isn’t just surviving post-IPO — it’s scaling
- A 5+ year commitment in auto/non-auto space = serious customer trust
- With infra and auto both rebounding in FY26, TCL may become a dark horse smallcap
Forget one sector tailwind — TCL just caught two. Watch this one.
Tags: Thaai Casting order news, NSE TCL updates, ₹139 Cr twin orders, automotive supplier India, building hardware contracts, manufacturing order book growth
