Things I read yesterday as part of my stock research activities.
New Orders Received
🟢 NBCC (India) Ltd has received DDA redevelopment work orders worth ~₹775.27 crore for Old Rajinder Nagar (₹437.79 cr) and Safdarjung area (₹337.48 cr) in New Delhi.
🟢 RVNL has received an LoA from NMDC for construction of residential towers and a shopping complex in Bacheli, Chhattisgarh, worth ₹644.84 crore.
🟢 Websol Energy System secured 3 purchase orders totaling 85.5 MW for solar modules worth ₹172 Cr scheduled for delivery by May 2026.
🟢 Tejas Networks has won a contract to manufacture and supply 5G Massive MIMO radios to NEC Corporation, covering high‑capacity 32TR/64TR units compliant with 3GPP and O‑RAN standards. It is in line with its existing 5G RAN product suite.
🟢 Praveg received a Letter of Award from the Government of Meghalaya (Directorate of Tourism) for a luxury cottages project at Umiam involving development, operation, and maintenance of at least 40 cottages on ~10 acres.
Partnerships, Investments & Acquisitions
🟢 Netweb Technologies and Vertiv will jointly develop and deliver advanced liquid‑cooled rack solutions for AI data centers in India, integrating Netweb’s GPU platforms with Vertiv’s cooling and power infrastructure.
🟢 Coforge has secured a strategic partnership with VHC Health to transform provider experience, acting as its end‑to‑end digital and IT services partner across cloud, infrastructure, security, and digital workplace.
🟢 Brigade Enterprises has partnered with Primus Senior Living to develop three senior housing communities in South India, with a combined portfolio of over 600 units and a GDV of about ₹750 crore.
🟢 LTIMindtree (LTM) will partner with NVIDIA to modernize India’s CBDT tax analytics platform under the 7‑year Insight 2.0 program, deploying AI‑driven analytics and secure cloud infrastructure for governance.
🟢 TVS Motor Company has announced strategic re‑entry into South Africa, launching seven high‑performance two‑wheeler models in partnership with The Nexus Collective and Bidvest Group to broaden its African footprint.
Core Business & Regulatory
🔴 Yes Bank faced RBI summons over a forex card CVV data breach.
🟢 Goldiam International opened its 17th store for lab-grown diamond jewellery at Nexus Koramangala Mall, Bengaluru under brand “Origem.”
Economy, IPO & Other
🟢 India and Israel signed multiple pacts on AI collaboration, UPI–Masav payments linkage, geophysical exploration, and advanced weapons‑systems development plus defense‑manufacturing cooperation.
🟢 Government has mandated sale of 20% ethanol‑blended petrol (E20) with minimum RON 95 nationwide from April 1, 2026, to cut imports and emissions.
🟢 SEBI requires mutual funds to value physical gold and silver held by schemes from April 1 using polled domestic spot prices from recognised exchanges instead of London benchmarks.
🟢 DGCA revised norms allow passengers to cancel or modify bookings within 48 hours of purchase without extra charges, subject to fare‑difference and other conditions.
🔴 NSE CEO Ashish Chauhan stated rules to curb speculation will continue, flagged more F&O degrowth after the April STT hike.
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.