Stock Notes, 31 October 2025
Things I read yesterday as part of my stock research activities.
New Orders & Projects
🟢 Bharat Electronics received orders worth ₹732 Cr including software defined radios, tank sub systems, communication equipment and cyber security solutions from defence clients.
🟢 Adani Power secured 4.5 GW of new long-term power purchase agreements across Bihar, Madhya Pradesh and Karnataka under Shakti policy, targeting 41,870 MW total capacity by FY32 from current 18,150 MW.
🟢 Adani Green Energy entered power consumption agreements for supply of 60 MW solar-wind hybrid power to commercial and industrial customer.
🟢 BEML signed three non-binding MoUs worth ₹350 crore with Dredging Corporation of India, including building 5 inland cutter suction dredgers, supplying cable dredgers, and providing indigenous spares.
🟢 MTAR Technologies secured orders worth ₹263.54 Cr from existing international customer for precision components, to be executed between Q3 FY26 and Q2 FY27.
🟢 Time Technoplast received a ₹190 crore HDPE pipe order from a reputed EPC contractor for projects in Andhra Pradesh.
Core Business & Regulatory
🟢 Hyundai Motor India began passenger vehicle production at its new Talegaon, Maharashtra plant on October 1, 2025. Tarun Garg will serve as MD and CEO from January 2026.
🟢 Navin Fluorine approved ₹237 crore for HFC capacity addition and ₹75 crore for Dahej plant debottlenecking,
🔴 Cipla MD and GCEO Umang Vohra will not seek re-appointment after March 31, 2026, with Achin Gupta appointed as new MD and GCEO effective April 1, 2026.
Partnerships & Acquisitons
🟢 Adani Enterprises signed a strategic deal with AIONOS to integrate multilingual, omni-channel agentic AI at Adani Airports, providing 24x7 passenger concierge, real-time updates, and improved operational efficiency.
🟢 Concord Control Systems acquired 50% stake in Fusion Electronics, India’s largest flex PCB manufacturer with ₹200 crore revenue potential. This strategic move expands Concord into high-value electronics manufacturing and import substitution.
Economy, Industry & Other
🟢 Post-UPI, Indian payments players are expanding internationally focusing on biometric and chat-based payments.
🔴 The US ended automatic Employment Authorization Document (EAD) extensions effective October 30, 2025, impacting H-1B, L-2, and OPT visa holders. This might cause job loss for thousands of Indians relying on work permits.
Company 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 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.