Savings Effect

India and Russia aim to reach $100 billion in bilateral trade by 2030 Both nations are shifting to national currencies in trade settlements to bypass Western-led economic restrictions and mitigate US tariff risks.

#Paytm Large Trade: 86 Lk Shares (1.3% Equity) Change Hands, SAIF Partners Likely Seller

MTAR TECHNOLOGIES: RECEIVED PURCHASE ORDERS WORTH ₹467.30 CRORES (USD 48.68 MILLION) FROM AN INTERNATIONAL ENTITY; ORDERS TO BE EXECUTED BY MARCH AND JUNE 2027.

FUJIYAMA POWER: CO APPROVED THE PROPOSAL FOR SETTING UP 1.2 GW TOPCON SOLAR CELL MANUFACTURING FACILITY AT RATLAM, MADHYA PRADESH RS. 350 CRORE INVESTMENT TO EXPAND PRESENCE IN THE ON-GRID ROOFTOP SOLAR MARKET

TRANSFORMERS AND RECTIFIERS (INDIA) LTD: CO. SECURES ORDER WORTH ₹228.26 CRORE FROM GUJARAT ENERGY TRANSMISSION CORPORATION; ORDER INCLUDES 6 TRANSFORMERS AND 2 REACTORS; DELIVERY SCHEDULED BY AUGUST 2028

#AurobindoPharma Says: From Concall See EBITDA margin improving to over 21% in FY27, may see US formulations revenue at $2 bn in a couple of yrs

Transformers & Rectifiers Bags Order Worth Rs 228 Cr From Guj Energy Transmission Corp

#JSWCement Large Trade: 4.28 cr shares (3.14% eq) worth ₹531 cr change hands in block deal window

TRANSFORMERS & RECTIFIERS: CO SECURES RUPEES 228 CR GETCO ORDER; STRENGTHENS POWER TRANSMISSION ORDER BOOK VISIBILITY

#PineLabs Large Trade: 2.47 cr shares (2.2% eq) worth ₹356 cr change hands in block deal window

LTM: CO TO ACQUIRE RANDSTAD’S EUROPE & AUSTRALIA TECH SERVICES BUSINESS FOR EURO 160M; EXPANDS AI, ENGINEERING AND BFS CAPABILITIES GLOBALLY

Apollo Hospitals Enterprise: Guidance - - Concall Update Management expects the Apollo HealthTech demerger and listing to be completed by Q4 FY27, with the company reaching an annualized revenue of INR 25,000 crores by that quarter. For new hospitals, management is sticking to an assumption of INR 140-150 crores in losses for the full year, with the peak quarterly loss potentially occurring in Q2. Apollo 24/7 is on track to achieve breakeven in Q1 FY27, excluding ESOP costs, and breakeven including ESOP costs by Q3 FY27. Apollo HealthCo is guiding for an exit EBITDA margin of 6.5% to 7% by Q4 FY27, driven by private label growth and reduced digital losses. The Healthcare Services business is expected to see mid-teen growth in FY27, with established units improving margins by at least 100 basis points.

VA WABAG: CO SECURES A “MEDIUM” VALUE DESIGN, BUILD AND OPERATION ORDER FOR THE STATE-OF-THE-ART WASTEWATER TREATMENT PLANT IN DELHI || MEDIUM ORDERS VALUED BETWEEN RUPEES 100 CR - 250 CR

SKF India: Guidance - - Concall Update Management expects a sustainable PBT margin of 11% to 12% in the near future. A CapEx investment of INR500 crore is planned from FY26 to FY28, with approximately INR200 crore for FY26-27. The company anticipates a revenue CAGR of 6% to 8%. Management is confident in margin recovery and sustainable growth, focusing on strategic priorities like energy efficiency and premiumization.

GPT Infraprojects: Revenue Guidance - - Concall Update Management confirmed a higher revenue guidance for FY '27, expecting 27% to 30% growth, after missing the previous year's projection. The prior year's revenue guidance was missed due to West Bengal elections in March, which caused labor shortages and affected execution. The FY '27 guidance includes only Q4 numbers of INR30 crores from the acquired Alcon business, as it was merged effective January 1, 2026. Management expressed confidence in achieving the FY '27 growth, citing new contracts and labor returning to sites, with no anticipated execution risks. The order inflow guidance for FY '27 is approximately INR3,000 crores, with management confident in achieving this target.

Sansera Engineering: Guidance - - Concall Update Management expects CapEx for FY '27 to be similar to FY '26, which was INR 5,097 million, with investments directed towards expanding ICE capabilities and new ADS facilities. The ADS segment has a retained guidance of roughly INR 550 crores to INR 600 crores for the next year, with expectations for margins to move closer to 25-30% as the new facility reaches full utilization. The company aims for an overall revenue of INR 8,000 crores to INR 10,000 crores by the end of the decade, with a long-term strategic target of 40% of business from non-auto, Tech Agnostic, and xEV components, and 60% from auto-ICE. For the auto business, H1 FY '27 is expected to be relatively stronger than H2, aided by a favorable base effect. The energy storage solution program with a global OEM is expected to generate annual revenue between INR 80 crore to INR 100 crore.