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Pace Digitek shares surge 13% as arm bags ₹488-crore BESS supply order

NTPC secured new business.

22 Sept 2026 · Business Standard Mkts, LiveMint Markets, Economic Times Markets, ET Stocks

Pace Digitek's material subsidiary, Lineage Power Private Limited (LPPL), secured an order valued at ₹488.46 crore from NTPC GE Power Services Private Limited.

NTPC reported ₹488 and ₹488.46 crore, with movement of 13% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.

Against that, the stock is -1.4% on the day at ₹317.00, and has returned -10.3% over three months. It sits 23% below its 52-week high. The power sector has moved -16.4% over the same period, so NTPC is running 6.0 points ahead of its peers.

For NTPC, the question is how much of this is already reflected in the price and how much re-rates the power peer set alongside it.

  • A large order lengthens revenue visibility, which is what the market pays a premium for in capital-goods and infra names.
  • The company directly in focus is NTPC.
  • Sector exposure: Power.
  • The immediate tone of coverage reads positive.
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