Savings Effect

STRIDES PHARMA: BUSINESS OUTLOOK - ASPIRE TO FOCUS ON NORTH AMERICA BUSINESS REVENUE OF ~$400M BY FY28 DESPITE CURRENT EXTERNAL HEADWINDS || EXPECT GROWTH TO BE BACK BY H2FY27

JAIN RESOURCE: Q4 CONS NET PROFIT 660M RUPEES VS 540M (YOY) Q4 EBITDA 1.1B RUPEES VS 934M (YOY) || Q4 EBITDA MARGIN 3.54% VS 5.31% (YOY)

#StridePharma reports its Q4 results; Net Profit Up 51% At ₹129.2 Cr Vs ₹86 Cr (YoY) Revenue Up 11.2% At ₹1,323.4 Cr Vs ₹1,190.3 Cr (YoY) EBITDA Up 10% At ₹239.6 Cr Vs ₹218 Cr (YoY) Margin At 18% Vs 18.3% (YoY)

#PowerGrid Concall Takeaways; 👉FY26 Start Capex Guidance Was At ₹32,000 Cr, Upped It To ₹35,000 Cr, Delivered ₹39,967 Cr 👉FY27 Capex Guidance At ₹37,000 Cr 👉Expect New HVDC To Materialise Over Next 18-24 Month

#VRLLogistics reports its Q4 results; 👉Net Profit Down 3% At ₹72 Cr Vs ₹74.3 Cr (YoY) 👉Revenue Up 5.4% At ₹853 Cr Vs ₹809 Cr (YoY) 👉EBITDA Down 5% At ₹177.2 Cr Vs ₹187 Cr (YoY) 👉Margin At 20.8% Vs 23% (YoY)

G R INFRAPROJECTS LIMITED: WHOLLY OWNED SUBSIDIARY EXECUTES CONCESSION AGREEMENT WITH NHAI FOR HIGHWAY UPGRADATION; PROJECT COST ESTIMATED AT ₹1453.57 CRORE; COMPLETION PERIOD OF 910 DAYS.

HIND RECTIFIERS: TATA GROUP TO INVEST AROUND 100 CR AT 920 RS A SHARE IN CO - CONCALL

Solar Industries FY27 guidance: ₹14,000 Cr revenue target, ~28% margins Defence revenue >₹4,500 Cr; 70% from exports Bhargavastra counter-drone system trials to finish this year; potential order size could be bigger than Pinaka 🤩 Management may unlock value in defence biz at some scale

MARINE ELECTRICALS: CO WINS ORDER WORTH 209 CR

EICHER MOTORS: AMAZON INDIA TO DEPLOY 1,000 EICHER ELECTRIC TRUCKS FOR AMAZON NOW OPERATIONS

Zydus Wellness Q4 --Net Profit Down 5.8% At Rs 162 Cr Vs Rs 172 Cr (YoY) --Revenue Up 62.6% At Rs 1,484.7 Cr Vs Rs 913 Cr (YoY) --EBITDA Up 42.2% At Rs 270 Cr Vs Rs 190 Cr (YoY) --Margin At 18.2% Vs 20.8% (YoY)

UNO MINDA: - CONCALL UPDATE MARGIN GUIDANCE FOR FY27 IS 11% MANAGEMENT ANNOUNCED A TOTAL CAPEX OF ₹1,750 CRORES FOR FY 27, WITH ₹1,100 CRORES DEDICATED TO GROWTH PROJECTS

JANA SMALL FINANCE BANK LTD: BOARD APPROVES AMENDMENT TO ARTICLES OF ASSOCIATION TO ISSUE WARRANTS; SECURES INTEREST FROM GWC FAMILY FUND FOR 9.9% STAKE AND OTHER INVESTORS FOR PREFERENTIAL ISSUE.

UNITED BREWERIES LIMITED: CO. TO CLOSE LUDHIANA BREWERY UNIT EFFECTIVE JUNE 30, 2026; ENTERED LONG-TERM CAPACITY LEASE AGREEMENT WITH CONTRACT BREWING UNIT TO SECURE SUPPLIES IN PUNJAB AND NEIGHBOURING STATES.

PACE DIGITEK LTD: CO. SECURES ₹7,099 MILLION BESS EPC AND LONG-TERM O&M CONTRACT FROM NLC INDIA RENEWABLES; PROJECT INCLUDES 250 MW / 500 MWh BESS IN TAMIL NADU; YTD ENERGY SEGMENT ORDER WINS REACH ₹14,119 MILLION

PIRAMAL PHARMA: US FDA INSPECTION SUCCESSFULLY CLOSED AT DIGWAL MANUFACTURING FACILITY; ESTABLISHMENT INSPECTION REPORT ISSUED.

BONDADA ENGINEERING LTD: CO. RECEIVES MULTIPLE ORDERS FROM ADANI GROUP WORTH ₹469.52 CRORES FOR 250 MW BOS PACKAGE; CUMULATIVE EXECUTED CAPACITY REACHES 975 MW; ORDERS TO BE EXECUTED IN 8 MONTHS.

IMAGICAA: CO. ANNOUNCES INVESTMENT OF UP TO ₹100 CRORE IN SHANKU'S WATER PARK, GUJARAT'S LARGEST; STRATEGIC EXPANSION TO CATER TO GROWING MARKET; OPERATIONAL EXPERTISE TO BE LEVERAGED FOR MANAGEMENT SERVICES.

DMCC SPECIALITY CHEMICALS: CO MD SAYS CO REMAIN REASONABLY CONFIDENT IN THE CO'S MEDIUM-TERM OUTLOOK.

MAN INFRACONSTRUCTION LIMITED: ACQUIRES ULTRA-LUXURY SEA-VIEW RESIDENTIAL DEVELOPMENT OFF BANDSTAND, BANDRA WEST, MUMBAI WITH ₹1,000+ CR GDV; STRENGTHENS BANDRA PORTFOLIO TO ₹2,350+ CRORES; HOLDS ~70% STAKE IN NEW PROJECT.