Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 Blue Cloud Softech secured a USD 9.63 million contract from Axiom Vortex Inc to deploy EDR and AI-Agentic Perimeter Security solutions for defense clients across Africa and the Middle East.
🟢 Zen Technologies secured two Ministry of Defence contracts totaling ₹289 Cr for rapid upgrades to its Anti-Drone Systems emphasizing indigenous design for national security.
🟢 Dredging Corporation entered 22 MoUs with 16 organisations worth ₹17,645 Cr for dredging requirements and modernization initiatives.
Core Business & Regulatory
🟢 Mahindra & Mahindra unveiled new 7-seater electric SUV XEV 9S built on INGLO architecture for enhanced space and performance with world premiere on November 27.
🟢 Bajaj Auto overtook TVS Motor in electric two-wheeler sales during October, leading market with strong demand.
🟢 Tata Motors Passenger Vehicles to launch new Sierra SUV on November 25 enhancing its passenger vehicle lineup.
🟢 Swan Defence seeking ₹875 Cr government assistance for expansion under brownfield shipyard upgrade scheme in defence sector.
Company Results
Partnerships & Acquisitons
🟢 Narayana Hrudalaya acquired UK-based Practice Plus Group Hospitals for ₹1,883 Cr marking entry into British healthcare market.
🟢 Godrej Consumer Products acquired Muuchstac brand from Trilogy Solutions for ₹449 Cr via slump sale, strengthening men’s grooming portfolio.
🟢 Aratt One World partnered with Marriott International to develop JW Marriott hotel in Bengaluru’s Electronic City with ₹3,500 Cr investment, set to open in 2030.
Economy, Industry & Other
🟢 Apple hit an all-time revenue record in India for the September quarter driven by strong iPhone sales and expanding channel presence.
🟢 Ford invested ₹3,250 crore to establish its first overseas powertrain facility at its Maraimalai Nagar plant in Tamil Nadu for next-generation engine production and exports.
🟢 Unified Payments Interface (UPI) hit a record 754 million transactions on October 18, with the monthly total reaching 20.70 billion, bolstered by festive momentum.
🟢 Passenger car sales hit a record high in October 2025 fueled by festive cheer and GST cuts in the auto sector, with multiple automakers reporting strong dispatches.
🟢 The Indian rupee’s global role is strengthening as exporters start invoicing in INR with support from the Reserve Bank of India, aiming to reduce business risks.
🟢 Air India faced more issues as two pilots were grounded for flying with expired licences and unverified training, prompting a regulatory probe by the DGCA.
🟢 The Commerce Ministry is seeking industry views on allowing FDI in inventory-based e-commerce for exports to enhance sector policies and competitiveness.
🟢 Import curbs on stainless steel were relaxed until December 31, providing relief to downstream industry stakeholders.
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.