Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 TCS selected by Australia-based Lion for AI-powered IT transformation and business growth.
🟢 Inox Wind bags 100 MW equipment supply order from green energy platform for 3.3 MW turbines in Gujarat.
🟢 Bharat Dynamics signs ₹2,095.7 Cr contract with Ministry of Defence for Invar anti-tank guided missiles to enhance T-90 tank lethality.
🟢 Marine Electricals secures multiple orders worth ₹175 Cr from Siemens, Hindustan Shipyard and Equinix India.
Core Business & Regulatory
🟢 CESC unit receives in-principle approval for manufacturing facility with ₹4500 Cr investment across three phases in Odisha.
🟢 Uflex sets up new packaging films manufacturing line in Karnataka.
Partnerships & Acquisitons
🟢 ReNew has signed MoUs to invest ₹60,000 crore in Andhra Pradesh, launching major green projects: 6 GW solar ingot-wafer plant, 2 GW pumped hydro, green ammonia, and hybrid renewables.
🟢 Godrej Agrovet signs MoU with Andhra Pradesh government for ₹70 Cr investment.
🟢 Tilaknagar Industries receives CCI approval for Imperial Blue brand acquisition, expected closure in Q3 FY26.
🟢 Rallis India has partnered with Paryan Alliance to launch FullPage herbicide tolerance rice technology in India, boosting weed control, productivity, and water savings.
Economy, Sectors & Other
🟢 Textile and apparel sector outlook improves with recovering global retail demand; exporters diversify markets and leverage FTAs like India-UK for tariff benefits.
🟢 Government revokes Quality Control Orders on polyester fibre and yarn, reducing compliance burden and boosting textile/apparel competitiveness.
🟢 Chhattisgarh ships first 12,000 MT copper concentrate consignment to China via multi-modal logistics park.
🟢 Moody’s retains India GDP forecast at 6.5% through 2027, supported by steady domestic drivers.
🟢 PhonePe partners with OpenAI to integrate ChatGPT features across its platform.
Company Results
Source: Company Filings, Finvezto Toolkit
That’s it for today.
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