Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 K2 Infragen’s JV (74% stake) won ₹262 Cr traction substation order from North Western Railway (Jodhpur), 36-month execution.
Partnerships & Acquisitons
🟢 Devyani International approved merger with Sapphire Foods at 177:100 share swap ratio, creating India’s largest Yum! Brands franchisee with 3,000+ stores across KFC/Pizza Hut. Targets ₹210–225 Cr annual synergies.
🟢 Aurobindo Pharma to acquire Khandelwal Laboratories’ non-oncology prescription formulations business for ₹325 Cr cash, expanding branded portfolio and domestic reach.
Core Business & Regulatory
🟢 Hero MotoCorp reported December 2025 dispatches of 456,479 units up 40% YoY, led by 45% growth in ICE scooters and 41% export growth.
🟢 TVS Motor posted December 2025 sales of 481,389 units up 50% YoY, while Q3 sales hit 1.544M units, its highest ever quarter.
🟢 Hyundai Motor India reported December 2025 total sales of 58,702 units up from 55,078 YoY. Exports grew 26.5% YoY.
🟢 Tata Motors reported December PV sales of 50,500 units versus 44,289 YoY.
🟢 Ashok Leyland reported December 2025 total sales of 21,500 units versus 16,957 YoY.
🟢 Eicher Motors reported December motorcycle sales of 103,574 units versus 79,466 YoY.
🟢 APL Apollo Tubes reported Q3 sales volume of 916,976 ton, up 11% YoY and 7% QoQ, marking an all-time high quarter.
🟢 Time Technoplast received approval to manufacture Type-3 fully wrapped fibre reinforced composite cylinders for compressed gases, broadening its high-pressure cylinder product portfolio.
Economy, IPO & Other
🟢 India’s gross GST collection for December 2025 was ₹1.75T, up from ₹1.65T YoY and above ₹1.7T in November, indicating resilient demand.
That’s it for today.
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