Things I compiled yesterday as part of my stock research activities.
🟢 Adani Ports handled 48.3 MMT of total cargo in May 2026, up 16% year-on-year over May 2025. Container volumes grew 17% YoY and liquid cargo surged 33% YoY, reflecting broad demand across trade categories. Rail logistics volumes fell 19% YoY to 48,170 TEUs, the 2nd consecutive monthly decline in that segment. Rail freight carries better per-unit margins than port handling. Sustained weakness there is the watch item for FY27 blended EBITDA.
🟢 Infosys expanded its strategic collaboration with DNB Bank (Norway) to modernize financial crime operations, covering fraud detection and anti-money laundering systems. On the same day the company unveiled an AI-powered editorial engine built with Handelsblatt Media Group in Germany. Both wins deepen Infosys’s AI services engagement with European financial services and media clients.
🟢 Tega Industries completed the acquisition of Molycop on June 1, 2026, at an enterprise value of approximately USD 1.5 billion. Tega holds 84.2% of the combined entity through its Singapore HoldCo. Post-acquisition, Tega becomes one of the world's largest grinding media suppliers for mining, serving 400+ mines across 40 countries.
🟢 Hero MotoCorp dispatched 570,068 units in May 2026, up 12.28% year-on-year over 507,701 units in May 2025. Scooter volumes more than doubled to 66,305 units, up 103.78% YoY, with scooter share rising to 11.63% of total sales. Exports surged 77.95% YoY to 33,284 units.
🟢 Transrail Lighting secured fresh orders worth ₹575 crore in T&D, civil construction, and pole businesses as of June 2, 2026. The wins include a 500 kV HVDC transmission line project for an undisclosed marquee customer. Total unexecuted order book stands at ₹16,361 crore as of March 31, 2026, up 12% year-on-year.
🟢 Alkem Laboratories launched a single-shot semaglutide pre-filled syringe at ₹350, the first such format commercially available in India. Over 50 generic semaglutide brands entered the market after Novo Nordisk’s Indian patent expired on March 21, 2026.
🟢 Delhivery incorporated a wholly owned subsidiary named Delhivery Fintech Distribution to expand its fintech operations. The subsidiary signals intent to develop embedded finance products for the SME merchants and sellers already within Delhivery's logistics network. Probable product areas include working capital financing, payment logistics, and insurance distribution. Logistics companies entering embedded fintech is a proven playbook in Southeast Asia. Execution risk in India is still high given existing NBFC and fintech competition.
🟢 India’s seafood exports touched a fresh all-time peak of USD 8.46 billion in FY26. India is the world’s third-largest seafood exporter. Strong demand from Southeast Asia and the US has driven the sustained run-up.
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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. We do not recommend buying or selling stocks mentioned in this newsletter. Securities market investments carry market risks. Kindly review all related documents before investing.