Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 Atmastco received an LOI from SAIL Bhilai Steel Plant for a ₹235 Cr reheating furnace project.
🟢 Pace Digitek received an advance letter of award worth ₹89 Cr from RailTel for IP-based video surveillance in LHB coaches.
Partnerships, Investments & Acquisitions
🟢 Delhivery partnered with NVIDIA to build AI-powered location intelligence for Bharat, aiming to improve address-mapping accuracy and logistics efficiency.
🟢 TCS and OpenAI agreed a multi-year partnership to develop AI infrastructure in India.
🟢 Paras Defence & Space acquired 49% in Himanshi Thermal Solutions, adding thermal management capabilities for aerospace and defence applications.
Core Business & Regulatory
🟢 Reliance and Jio will invest ₹10 lakh crore over seven years to build India’s sovereign AI compute via Jio Intelligence, focusing on gigawatt-scale data centres, green-powered infrastructure and nationwide edge compute.
🟢 Puravankara launched Purva Silversky in Electronic City Bengaluru across 6.99 acres with 356 homes, with project completion targeted in 2030.
🟢 Voltas and Blue Star are ramping offerings for data centre cooling as India targets over 2 GW data centre capacity by 2026.
🟢 Greaves Cotton outlined its pivot toward Energy, Mobility and Industrial solutions with planned ₹500–₹700 Cr expansion investments and deeper EV focus.
Economy, IPO & Other
🟢 Tata Group said several thousand employees will get access to enterprise ChatGPT, aiming to accelerate productivity and innovation across functions.
🔴 Indian brokers’ body ANMI has asked for a six‑month freeze on RBI’s stricter bank‑lending and collateral norms, warning reduced liquidity, higher trading costs and near‑term operational strain.
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.