Things I read yesterday as part of my stock research activities.
Quarterly Results
New Orders Received
🟢 Vikran Engineering to execute NTPC Renewables 400 MW solar EPC project in Uttar Pradesh worth ₹459.20 Cr.
🟢 NLC India said NLC India Renewables received an award for a 600 MW project
Partnerships, Investments & Acquisitions
🟢 Adani Enterprises partnered with Leonardo to build military helicopters in India
🟢 Infosys announced a collaboration with Citizens to establish an AI-first innovation hub
🟢 IRFC has signed a tripartite MoU with V.O. Chidambaranar Port Authority and Sagarmala Finance Corporation to finance Tuticorin’s Outer Harbour and related multimodal infra.
Core Business & Regulatory
🟢 NMDC highlighted record Q3 iron ore production up 10% and sales up 6%, with 9M production up 20%, despite lower realizations.
🟢 Interarch Building outlined capacity expansion in Gujarat and Andhra, export focus, heavy steel foray, and order book of ₹1,685 Cr.
Economy, IPO & Other
🟢 Indian Rupee gained over 100 paise in its best session in 7 years following US trade-deal optimism
🟢 India-US talks advanced on formalising cooperation in critical minerals exploration, mining and processing, which could aid Indian miners.
🟢 SpaceX acquired xAI in a landmark $1.25 trillion deal on February 2, 2026, merging Elon Musk’s space and AI ventures. SpaceX aims to build orbital data centers using solar power and Starlink for scalable AI compute.
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. 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.