Things I compiled yesterday as part of my stock research activities.
Key Updates
🟩 BEL secured ₹608 Cr in fresh orders covering radar systems, coastal surveillance, avionics, seekers, jammers, and medical electronics. BEL already has a ₹74,000 Cr orderbook. This adds to FY27 revenue visibility and spans across Army, Navy, and Air Force procurement lines.
🟥 Sun Pharma says it will not give margin guidance as the West Asia conflict is expected to increase logistics and shipping costs in coming quarters. West Asia generates meaningful revenue for Sun Pharma.
🟩 Hero MotoCorp is targeting double-digit volume growth in FY27, with e-scooters identified as the primary growth driver. India’s premium EV two-wheeler market is growing fast. Hero’s shift in emphasis signals a competitive response to Ola Electric, TVS and Bajaj Chetak gaining ground in the segment.
🟩 Kalpataru signed a cluster redevelopment project in Ashok Nagar, Kandivali East covering five societies across 2.8 acres with a GDV of ₹1,250 Cr. Kandivali East apartments averaged ₹23,312 per sq ft in Q4 FY26, up 24% YoY. Kalpataru already has six delivered projects in the same locality.
🟩 Oil India targets 100 wells in FY27, up from 74 wells in FY26, a 35% jump in drilling intensity.
🟩 SEBI is proposing flexible options strike price rules that would require exchanges to add new strikes rapidly during volatile market conditions. The move is aimed at improving trading continuity during sharp swings.
🟥 RBI has released a draft framework to overhaul rules for digital wallets (technically called Prepaid Payment Instruments or PPIs). Here is what is being proposed.
Credit card loading banned. You will no longer be able to top up your Paytm or PhonePe wallet using a credit card.
Cash loading cap reduces sharply. Current limit is ₹50,000 per month. Proposed limit is ₹10,000. This affects users who use wallets for remittances.
Cross-border wallet transactions banned. International payments through wallets would not be allowed.
Mobile wallets are a core payments infrastructure layer in India. Regulatory tightening here affects companies like Paytm, PhonePe etc.
🟥 Indian IT firms collectively saw H-1B approvals fall nearly 40% YoY in FY26 to 11,041 across the top 6 companies. TCS was the biggest loser. Infosys was the only firm to see a rise.
Key Quarterly Results
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.