Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 HG Infra Engineering was declared L-1 bidder by NHAI for a road project with a bid cost of ₹1,582 Cr.
🟢 Rail Vikas Nigam secured a ₹270.22 Cr EPC order from Central Railway for the Daund–Solapur traction substation project.
🟢 KEC International secured new orders worth ₹1,002 Cr across various segments.
🟢 Sunita Tools signed a temporary deal to supply 2,40,000 NATO-standard 155MM M107 empty shells worth ₹576 Cr.
Partnerships, Investments & Acquisitions
🟢 Eris Lifesciences announced a strategic partnership with Natco Pharma to commercialize generic Semaglutide in India for metabolic and diabetes markets.
🟢 Samhi Hotels signed operating agreements with Marriott Hotels for 2 hotels in Navi Mumbai.
🟢 Infosys partnered with Microsoft to modernize CSX’s data platform.
Core Business & Regulatory
🟢 Balkrishna Industries commissioned the first phase of ₹750 Cr capex for off-road tyres, adding 800 tyres/day capacity and raising power plant from 40 MW to 64 MW.
🟢 Himadri Speciality Chemical commenced commercial operations at Mahistikry plant with 70,000 MTPA; total carbon black capacity is now 2,50,000 MTPA.
🟢 Zelio E-Mobility expanded EV production capacity from 72,000 to 1.8 lakh units and commissioned its new Odisha plant.
🟢 Biocon received US approval for weight management drug Liraglutide; total addressable GLP-1 weight loss market in the US was $127M as of Dec 2025.
🟢 Alembic Pharmaceuticals received USFDA final approval for Efinaconazole Topical Solution 10%; estimated US market size is $500M.
🟢 IDFC First Bank paid ₹583 Cr (principal and interest) to Haryana Government in the fraud case; bank committed to pursuing perpetrators.
🔴 Tata Motors reported JLR sales in Europe fell 13% year-on-year.
Economy, IPO & Other
🔴 Gokaldas Exports, Arvind and other textile stocks fell up to 6% after RoDTEP incentive (Remission of Duties or Taxes on Export Products) was cut by 50%.
🔴 TCS, Infosys and Wipro are seeing contract cancellations as AI coding costs collapse, signalling pressure on IT sector revenues.
🔴 Indonesia’s plan to import 1,05,000 Tata and Mahindra vehicles worth about USD 1.5 billion for the Red and White rural cooperatives programme faces pushback from trade bodies and economists over threats to domestic auto capacity and jobs.
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.