Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 Silver Touch Technologies will modernise National Medical Commission digital ecosystem across 27 modules using cloud infrastructure and a central command centre for governance.
🟢 Welspun Enterprises won a ₹3145 crore contract to design build and operate a 910 MLD Panjrapur water treatment plant with fifteen year operations partnership.
Core Business & Regulatory
🟢 Aegis Vopak Terminals expanding via a ₹1675 crore JNPA project and LPG terminals at Pipavav and Mangalore with ₹10000 crore expansion planned by FY27.
🟢 Blue Star reported a record order book led by data centre and commercial refrigeration while MedTech and room air conditioners lagged after GST demand deferral.
🟢 Colab Platforms plans an AI powered search engine blending multiple models with real time factual search targeting subscription revenues in India’s expanding AI market.
🟢 Kirloskar Ferrous announced ₹900 crore capex to boost pig iron ductile, iron pipe and alloy casting capacity supporting demand from automobiles infrastructure and engineering customers.
🟢 Alivus Life Sciences is targeting faster growth in specialty formulations and oncology backed by new approvals in the US and EU and expanding development capabilities.
🟢 Gulshan Polyols aims to double chemical and grain processing capacity by FY27 supported by green methanol ethanol and carbon capture ventures to drive margin growth.
🟢 Kaveri Seeds is strengthening its non cotton portfolio by focusing on maize rice and vegetable seeds while expanding R and D for climate resilient hybrids.
Partnerships & Acquisitons
🟢 Godawari Power and Ispat obtained about 183 hectares of leasehold land near Raipur from CSIDC to develop a 2.2 million tonne integrated steel plant complex.
🟢 Tata Elxsi signed an MoU with GSMA under the Fusion initiative to drive enterprise API adoption and monetise 5G networks for automotive and drone applications.
🟢 Poly Medicure has completed acquiring Medistream SA Switzerland through its Dutch subsidiary gaining 100 percent economic and voting control over the Citieffe orthopedic devices group.
🟢 NBCC signed a strategic MoU with Australia’s Goldfields Commercials to jointly identify, develop and execute real estate housing and infrastructure projects expanding its global footprint.
Company Results
Source: Company Announcements, Finvezto Toolkit
That’s it for today.
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