Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 NCC secured three new orders totaling ₹530.72 Cr in November 2025
🟢 Refex Industries bagged order worth ₹32.89 Cr for transportation of pond ash to NHAI road projects from domestic PSU.
🟢 Advait Energy secured international order worth ₹25.36 Cr for High Voltage OPGW Installation Works in Malaysia.
Core Business & Regulatory
🟢 Indigo completed mandatory Airbus software upgrade across entire 200 A320 fleet for safety compliance.
🟢 Bharti Airtel incorporated new step-down subsidiary Nxtra Vizag Ltd to expand data centre business operations.
🟢 Mazagon Dock Shipbuilders delivered fourth Project 17A advanced stealth frigate Taragiri to Indian Navy with 75% indigenous content in 81 months.
🟢 Brigade Enterprises signed JDA for ~3-acre premium residential project in Begumpet, Hyderabad with 0.5 million sq ft development and over ₹800 Cr revenue potential.
🟢 Godrej Properties emerged as highest bidder for 5-acre land parcel in Kokapet, Hyderabad for premium residential project with ₹4150 Cr revenue potential and 2.5 million sq ft saleable area.
🔴 SEBI barred Droneacharya Aerial Innovations Droneacharya Aerial Innovations Limited, its MD and CFO from securities markets for 2 years for IPO fund misuse and fraudulent disclosures
Partnerships & Acquisitons
🟢 Adani Group plans to invest up to $5 billion in Google Alphabet Inc.’s $15 billion AI data centre hub in Andhra Pradesh.
🟢 Camlin Fine Sciences acquired 78.68% stake in Vinpai, French company manufacturing natural functional ingredients, for ₹101.7 Cr.
🟢 Neogen Chemicals formed JV with Morita Group for lithium-ion electrolyte salt, with subsidiary holding 80% and Morita investing $20 million for 20%.
Corporate Actions
🟢 Hindustan Unilever approved demerger of ice cream business to Kwality Wall’s with 1:1 share entitlement ratio, effective December 1, 2025. Record date is December 5.
Economy, Industry & Other
🟢 Govt plans new ‘Health & National Security’ cess on cigarettes, chewing tobacco and pan masala to keep overall tax burden high as GST compensation cess ends.
🟢 Indian Beverage Sector sees faster growth in homegrown drinks like buttermilk, sharbat, and chai than overall category.
🟢 Indian generic pharma makers are cutting planned GLP‑1 launch prices after Novo Nordisk slashed Wegovy costs by up to 37%.
That’s it for today.
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Disclaimer: Anand Ganapathy K is a SEBI-registered Research Analyst with SEBI registration number INH000016630. This post is purely for learning purposes to understand more about the business. It does not recommend buying or selling stocks mentioned in this newsletter. Securities market investments carry market risks. Kindly review all related documents before investing.