Things I read yesterday as part of my stock research activities.
Quarterly Results
New Orders Received
🟢 Pace Digitek subsidiary Lineage Power won a ₹94.35 Cr BSNL order to supply 25,000 Li-ion battery modules and 2,500 racks with 5-year AMC.
🟢 LTIMindtree secured a ₹3,000 Cr 7-year CBDT contract to build Insight 2.0, an AI-powered tax analytics platform for advanced compliance and intelligence.
🟢 Waaree Energies received solar module orders including 210 MW DCR modules and 2,000 MW modules
🟢 Aurionpro Solutions won a multi-year multi-million-dollar deal with CSB Bank to implement its AI-native cash management platform.
Partnerships, Investments & Acquisitions
🟢 UNO Minda agreed to acquire up to 30% equity in Hexa Sunshine Private Limited, a renewable energy generation and distribution company, supporting its clean-energy expansion.
🟢 Syngene International extended its strategic partnership with Bristol Myers Squibb until 2035, securing long-duration research and manufacturing services commitment.
🟢 Sterling Tools partnered with MINIEYE to deploy ADAS and Driver Monitoring Systems in India, localizing intelligent driving tech for road conditions and OEM needs.
Core Business & Regulatory
🟢 Apollo Micro Systems plans to invest ₹300 Cr in a new Hyderabad electronics and electro-mechanical facility for weapon system platforms.
🟢 Moschip Technologies delivered a custom 28nm System-on-Chip to ISRO Space Applications Centre for India’s satellite navigation program.
🟢 Bajaj Electricals entered the wires business under its Lighting Solutions segment, aiming to capture rising demand in India’s domestic wires market.
🟢 Tilaknagar Industries reported strong traction for newly acquired Imperial Blue whisky with 1.79M cases sold in Dec 2025, supporting pan-India scale-up ambitions.
🟢 Lemon Tree Hotels signed a new hotel property in Uttarakhand.
Economy, IPO & Other
🟢 NYSE plans to roll out 24/7 stock trading via on-chain tokenization, signaling a push toward always-open, blockchain-based equity market infrastructure.
🟢 India and UAE signed a long-term LNG supply agreement for 0.5M tonnes per annum over 10 years from 2028, improving energy security visibility.
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.