Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 Zen Technologies secured a ₹108 Cr contract from the Ministry of Defence for the supply of simulators.
🟢 A-1 Limited secured a ₹127.5 Cr order for 25,000 MT of Industrial Urea expanding presence in the automotive chemical market.
🟢 NCC received an order worth ₹2,063 Cr for the expansion of Gauhati Medical College strengthening its infrastructure project backlog.
🟢 Jayant Infratech received an EPC contract from Konkan Railway valued at ₹162 Cr
🟢 Jyoti Limited secured an order worth ₹40.77 Cr advancing its engineering and construction segment.
🟢 Transformers and Rectifiers India secured an order worth ₹389.97 Cr from Gujarat Energy Transmission Corporation.
🟢 BLS International Services signed a contract with the Embassy of Cyprus in Russia to provide comprehensive visa outsourcing services.
🟢 NDR Auto Components secured two Technical License Agreements for Seat Belt Reminder Sensor and car seat latches projecting ₹30-40 Cr annual revenue each by decade-end with production starting in 2027.
Core Business & Regulatory
🟢 Max India subsidiary Antara Senior Care launched a new 80-bed care home in Whitefield Bengaluru expanding its city capacity to 163 beds and national capacity to 500 to meet rising demand for assisted living and transition care.
🟢 Glenmark Pharma launched Nebzmart GFB Smartules and Glenmark Airz FB Smartules. These are the world’s first nebulized fixed-dose triple therapy combining three medicines for Chronic Obstructive Pulmonary Disease.
🟢 United Breweries launched Heineken Silver in New Delhi effective November 25, 2025 expanding its premium beer portfolio.
Partnerships & Acquisitons
🟢 Reliance Industries discussed expanding cooperation with Samsung Electronics Chairman Jay Y Lee in Seoul strengthening ties in electronics and technology sectors.
🟢 Indraprastha Gas entered a Joint Venture with CEID Consultants for setting up compressed biogas plants with 50% shareholding each to advance biofuel projects.
🟢 Blue Cloud Softech entered a 5-year Joint Venture with Byte Eclipse Technologies Inc to design and globally commercialize an Edge-AI chip EclipseX1 targeting industrial and automotive sectors. Expecting $65-80 million business potential.
Economy, Industry & Other
🔴 Government rejected TRAI’s proposal for satellite internet subsidies in rural and remote areas.
🔴 Delhi government and private offices to enforce 50% work from home as pollution worsens aiming to reduce emissions and improve air quality.
🟢 Nvidia denies rising TPU competition will be a problem saying its GPUs are a generation ahead of others. This statement is after Meta possibly considering contract to use Google’s AI chips.
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 to understand more about the business. It does not recommend buying or selling stocks mentioned in this newsletter. Securities market investments carry market risks. Kindly review all related documents before investing.