Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 NBCC (India) has bagged two Odisha government educational infrastructure PMC contracts totaling ₹134.05 crore.
🟢 Ritco Logistics added ~₹205Cr worth new contracts in December 2025.
Core Business & Regulatory
🟢 LIC will launch Jeevan Utsav, a single‑premium whole‑life savings plan, from January 12, 2026, targeting higher long‑term retail protection, steady savings accumulation, and lifetime cover.
🔴 Tata Motors said JLR Q3 sales were impacted by cyber incident, with wholesales 59,200 units down 43.3% YoY and retail 79,600 down 25.1%.
🟢 Mahindra premiered XUV 7XO, essentially the facelifted XUV700. Price at ₹13.66 lakh with triple-screen cockpit, 540-degree camera, updated styling and Level-2 ADAS.
🟢 Waaree Energies raised ₹1,003Cr to set up a 20 GWh lithium-ion facility, strengthening backward integration and capacity creation in energy storage value chain.
🟢 Samvardhana Motherson secured government incentives under Electronics Components Manufacturing Scheme, planning ₹1,900Cr investment over 6 years and 5,000 jobs in Tamil Nadu.
🟢 MOIL recorded 477,000 tonnes manganese ore production in Q3 FY26, indicating steady mining operations.
🟢 Adani Ports handled 41.9 MMT cargo in Dec 2025 up 9% YoY, with container volumes up 18% YoY.
🟢 The Supreme Court ruled on January 5, 2026, that no customs duty applies to electricity supplied from Adani Power’s Mundra SEZ Gujarat plant to the domestic market, overturning a 2019 Gujarat HC order and mandating refunds for duties paid from 2010-2016.
🟢 Hi-Tech Pipes commenced commercial production at Kathua Jammu facility with 80,000 MTPA capacity, enhancing northern market reach.
🟢 Kotak Mahindra Bank reported net advances EOP up 16% YoY and total deposits EOP up 14.6% YoY, indicating continued balance sheet expansion.
🟢 HDFC Bank reported gross advances up 11.9% YoY and period-end deposits up 11.5% YoY.
🟢 Axis Bank reported gross advances up 14.1% YoY and total deposits up 15.0% YoY.
🔴 IndusInd Bank reported net advances at ₹3.19T down 13.1% YoY and deposits at ₹3.94T down 3.8% YoY, indicating balance sheet contraction.
🔴 Union Bank saw loan growth slow to 7% and deposit growth at 3.3%, indicating weaker system momentum and funding challenges versus peers this quarter.
Economy, IPO & Other
🟢 RBI injected ₹50,000Cr into the banking system via OMO purchase of government securities on Jan 5, supporting liquidity and near-term money market stability.
🟢 Venezuela bonds surged after the US captured President Nicolás Maduro in a Caracas raid, raising expectations of complex sovereign and PDVSA debt restructuring.
That’s it for today.
FINVEZTO.COM | Build Wealth, Systematically
At Finvezto Stock Research (Anand Ganapathy, SEBI Registered RA), we offer the following services. Do check out more details below.
Long Term Recommendations (Core Portfolio)
Medium Term Recommendations (Satellite Portfolio)
Short Term Strategies (Overlay Portfolio)
Toolkit for Stock Research (For DIY Investors & Traders)
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.