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频道帖子
⚡️ India's Power Consumption Rises 7% YoY to 138.39 billion units in December 2025.
💡 Growth driven by higher industrial and commercial activity, along with seasonal demand, indicating steady momentum in the economy, highlights the need for continued investments in power generation capacity and grid infrastructure.
✍🏻 We are tracking Rajesh Power, Oriana Power and Quality Power, specifically focusing on the Power - Renewable(Solar), T&D space.
🚫 No Recommendation. DYODD.
| 2 |  Hitachi Energy India will invest approximately ₹2000 crore to establish a new Large Power Transformer factory in Vadodara, Gujarat, aiming for completion by FY28. | 57 |
| 3 |  ⚡️ Hitachi Energy India Q4FY26 Results
▪️ Revenue ₹2,754.05 Cr (+46.2% YoY)
▪️ Net Profit ₹330.46 Cr (+79.7% YoY) | 55 |
| 4 |  没有文字... | 58 |
| 5 | 1. Attack Iran
2. Stocks fall
3. Buy low
4. Announce a "deal"
5. Stocks rise
6. Sell high
How many times will this happen before it doesn't work anymore | 59 |
| 6 |  Tofay FII DII Activity
FII Sold 1082 CR
DII Buy 5341 CR | 93 |
| 7 | ⚡ SUZLON LAYS OUT AMBITIOUS 5-YEAR EXPANSION PLAN
• The company is targeting a revenue CAGR of more than 25% over the next five years
• Suzlon aims to retain a market share of over 40% in India's wind energy sector
• Co-Development (Co-Dev) contribution is expected to rise to 60%+ by FY31
• The company is targeting export order inflows of more than 3 GW to strengthen its international business
• Renewable Energy AUM portfolio is projected to cross 70 GW
• Key focus areas include a resilient supply chain, integrated end-to-end solutions and a multi-tech, multi-brand growth strategy | 83 |
| 8 | AUROBINDO PHARMA: CO US FDA CLASSIFIES EUGIA UNIT-III AS OAI AFTER INSPECTION WITH 11 OBSERVATIONS | 79 |
| 9 | CYIENT: CO LAUNCHES ₹720 CRORE BUYBACK AT ₹1,125/SHARE; PUBLIC ANNOUNCEMENT ISSUED FOR TENDER OFFER | 79 |
| 10 | SEPC: CO BAGS ₹673 CRORE SAIL-ISP ORDERS FOR COKE OVEN AND SINTER PLANT PACKAGES UNDER 4.08 MTPA STEEL EXPANSION PROJECT | 77 |
| 11 | INDIA CPI (YOY) (MAY) ACTUAL 3.93% VS 3.48% PREVIOUS; EST 4.02% | 74 |
| 12 | AXISCADES TECH: CO WILL USE THE TRANSACTION PROCEEDS TO FUND ITS POWER 930 GROWTH STRATEGY THROUGH AEROSPACE, SPACE AND DEFENCE CAPACITY EXPANSION, STRATEGIC ACQUISITIONS, AND BALANCE-SHEET STRENGTHENING TO ACHIEVE RS 9,000 CRORE REVENUE BY FY30 | 76 |
| 13 | AXISCADES TECH: CO PLANS 51:49 JOINT VENTURE STRUCTURE WITH AKKODIS BEFORE FULL DIVESTMENT; AGGREGATE CONSIDERATION PAYABLE AT THE TIME OF CLOSING OF BUSINESS TRANSFERS IS USD 152.35 MILLION OR 1500 CR RS || CO MCAP 8000 CR | 71 |
| 14 | SHAKTI PUMPS INDIA LTD: CO. INVESTS ₹10 CRORES IN WHOLLY OWNED SUBSIDIARY SHAKTI ENERGY SOLUTIONS; ESTABLISHING SOLAR DCR CELL AND PV MODULES MANUFACTURING PLANT WITH 2.20 GW CAPACITY IN MADHYA PRADESH. | 67 |
| 15 | ORCHID PHARMA: NCLT-APPROVED MERGER OF DHANUKA LABORATORIES WITH CO IS EXPECTED TO CREATE A LARGER INTEGRATED PHARMA COMPANY WITH POTENTIAL REVENUE OF ₹1,400–1,500 CR AND EBITDA OF ₹200–250 CR, DRIVEN BY OPERATIONAL SYNERGIES, COST SAVINGS, AND STRONGER MARKET PRESENCE. | 67 |
| 16 | ORCHID PHARMA: NCLT APPROVES DHANUKA LABORATORIES MERGER; COMBINED ENTITY TARGETS ₹1,400–1,500 CRORE REVENUE AND ₹200–250 CRORE EBITDA | 64 |
| 17 | NLC INDIA LIMITED: DECLARED AS PREFERRED BIDDER FOR PARVATHAPUR VANADIUM, TITANIUM & ALUMINOUS LATERITE BLOCK; AUCTION CONDUCTED BY MINISTRY OF MINES, GOI ON 11.06.2026 | 70 |
| 18 | IDEA: IDEA SHAREHOLDERS APPROVE ₹4,730 CRORE INVESTMENT FROM ADITYA BIRLA GROUP ENTITY | 70 |
| 19 | HITACHI ENERGY INDIA LIMITED: CO. TO INVEST ₹2000 CRORE IN NEW LARGE POWER TRANSFORMER FACTORY IN VADODARA | 71 |
| 20 |  没有文字... | 107 |
