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Дописи каналу
#TPL PLASTECH: BOARD APPROVES IN-PRINCIPLE MERGER WITH TIME TECHNOPLAST
TPL Plastech has received in-principle approval to merge with its holding company Time Technoplast, which holds 74.86% stake.
The merger aims to consolidate manufacturing units, simplify the group structure and improve operational efficiency.
The move is expected to generate cost and operational synergies.
Share swap ratio will be determined by an independent registered valuer.
Impact: Positive
| 2 | #US GDP (QOQ) (Q2) ACTUAL: 1.5% VS 1.5% PREVIOUS; EST 1.5%
US CORE PCE PRICE INDEX (MOM) (JUL) ACTUAL: 0.2% VS 0.1% PREVIOUS; EST 0.2%
US CORE PCE PRICE INDEX (YOY) (JUL) ACTUAL: 3.3% VS 3.3% PREVIOUS; EST 3.3% | 1 |
| 3 | #BRGOYAL INFRASTRUCTURE – ₹119.85 CR NHAI ORDER 🚨
🔹 B.R. Goyal Infrastructure has received a Letter of Award (LOA) from NHAI for collection of user fees at Surapattu Fee Plaza, Chennai Bypass, Tamil Nadu.
🔹 Scope includes user fee collection and upkeep/maintenance of adjacent toilet blocks.
🔹 Order value: ₹119.85 crore
🔹 Contract period: 1 year
🔹 Awarded through competitive bidding via e-tender.
🔹 Domestic order; not a related-party transaction | 1 |
| 4 | #MOTHERSON: STARTS COMMERCIAL PRODUCTION AT NEW PUNE ELECTRONICS FACILITY
Motherson’s subsidiary MECL has started operations at a new greenfield manufacturing facility in Pune, Maharashtra.
The facility will manufacture PCB assemblies, Electronic Control Units and other electronic products.
Initial installed capacity is around 1.5 million pieces per year, with further expansion planned.
Investment in the facility is approximately ₹94 crore.
Impact: Positive | 1 |
| 5 | #HIND COPPER
The Offer for Sale (OFS) for Hindustan Copper Ltd closed successfully with an enthusiastic response from retail investors.
The issue was oversubscribed on both days, and the Government decided to exercise its entire greenshoe option. | 1 |
| 6 | #IRB INFRA: APPROVES UP TO ₹351 CR INVESTMENT IN IRB INVIT
IRB Infrastructure Developers will invest up to ₹351 crore in IRB InvIT Fund through a proposed preferential issue.
The company will acquire up to 5.40 crore additional units at ₹65 per unit.
Funds will be used by IRB InvIT to acquire two project SPVs from IRB Infrastructure Trust.
The transaction is subject to unitholder and regulatory approvals.
Impact: Positive | 12 |
| 7 | #STRING METAVERSE: HONG KONG ARM GETS STRONG D&B RATING
Wholly owned subsidiary String Fintech HK Ltd received a D&B Rating of 3AA1, indicating strong financial strength and minimal risk.
D&B estimates only 0.23% probability of financial distress over the next 12 months.
FY25 revenue stood at US$44.59 million with PAT of US$3.99 million.
The subsidiary has a current ratio of 16.14 and zero total indebtedness.
Impact: Positive | 14 |
| 8 | #CLSA on India Economics | 14 |
| 9 | #BEL – ₹730 CR ADDITIONAL ORDER WINS 🚨
🔹 BEL has received additional orders worth ₹730 crore since its last disclosure on 10 August 2026.
🔹 Orders include communication equipment, radars, avionics, tank sub-systems, electro-optics, cyber & perimeter security, medical electronics, EVMs, jammers, batteries, spares and services.
🔹 Order value: ₹730 crore. | 22 |
| 10 | #GK ENERGY – ₹454.50 CR ORDER WIN ☀️
🔹 GK Energy receives a ₹454.50 crore work order (incl. GST) from a State Government-owned power distribution utility.
🔹 Order includes design, engineering, supply, installation, testing & commissioning of Grid-Connected Rooftop Solar PV systems.
🔹 Also includes 5 years of O&M.
🔹 Execution period: Within 60 days from issuance of respective work orders.
🔹 Domestic, one-time order.
🔹 Promoter/group companies have no interest in the awarding entity.
🔹 Order is not a related-party transaction. | 23 |
| 11 | #NIS MANAGEMENT – ₹1.50 CR GOVERNMENT ORDER 📚
🔹 NIS Management receives a ₹1.50 crore work order from the Department of Technical Education, Training & Skill Development, Government of West Bengal.
🔹 Order under the Deen Dayal Upadhyaya Grameen Kaushalya Yojana (DDU-GKY) project.
🔹 Scope includes skill development training for 210 rural youth and facilitating placement for 150 rural youth.
🔹 Execution period: 36 months from the effective date of the work order.
🔹 Domestic order.
🔹 Promoter/promoter group has no interest in the awarding entity.
🔹 Order is not a related-party transaction | 19 |
| 12 | #BIKAJI FOODS: SELLS 30% STAKE IN BIKAJI BAKES
• 🔄 Bikaji Foods International sold 30% stake in Bikaji Bakes Pvt. Ltd. (BBPL) to Mr. Thayekunni Khaleel for ₹30,000
• 📊 Post transaction, Bikaji Foods will continue to hold 70% stake, and BBPL will remain its subsidiary
• 🤝 Transaction is a related-party transaction, executed on an arm’s-length basis
• 💰 BBPL had nil turnover/revenue in FY26, with income of ₹3.20 lakh and negative net worth of ~₹61.28 lakh
• 📉 BBPL’s contribution to Bikaji Foods’ consolidated financials was negligible | 17 |
| 13 | #ONIX SOLAR - PROMOTER BOUGHT ADDITIONAL 2.92 % STAKE ON 25 AUG VIA OPEN MARKET
#ELECTROTHERM (INDIA) - BOARD APPOINTS MR. DAVESH KHANDELWAL AS ADDITIONAL DIRECTOR AND WHOLE TIME DIRECTOR FOR THREE YEARS; PREVIOUSLY SERVED HUL.
#LUPIN - Lupin Wins Ruling on Vertex Patents for Cystic Fibrosis Drug - Bloomberg | 15 |
| 14 | #CHENNAI PETROLEUM: CO EXEC EXPECT 102.9% CAPACITY USE IN FY27, 106.7% IN FY 28 AND 108.6% IN FY 29
CHENNAI PETROLEUM: CO EXEC RAISED OIL IMPORTS FROM RUSSIA, WEST AFRICA AS SUPPLIES HIT BY MIDDLE EAST CRISIS | 15 |
| 15 | #MAZDA LIMITED: FY26 ANNUAL REPORT HIGHLIGHTS
• Revenue: ₹2,191.07 Cr vs ₹2,007.37 Cr ▲9.2% YoY
• PAT: ₹275.09 Cr vs ₹248.54 Cr ▲10.7% YoY
• EBITDA: ₹415.46 Cr vs ₹374.29 Cr ▲11.0% YoY
• Engineering Division turnover ▲12.66%, profit ▲15.69%
• BCool turnover ▼2.84% to ₹355.56 Cr, while PBT ▲34% to ₹4.03 Cr | 16 |
| 16 | #Hindustan Aeronautics (HAL) & SAFRAN SIGN FINAL CONTRACT FOR ‘ARAVALLI’ HELICOPTER ENGINE 🚁
• 🤝 HAL and Safran Helicopter Engines have signed the final contract through SAFHAL Helicopter Engines Pvt Ltd
• ⚙️ Contract covers design, development, manufacturing, supply and lifecycle support of the ‘Aravalli’ engine
• 🚁 3,500–4,000 shp engine to power HAL’s 13-ton IMRH and naval DBMRH helicopters
• 🇮🇳 Programme aims to strengthen indigenous helicopter-engine capabilities and reduce dependence on imported propulsion technology
• 🏭 Expected to support India’s domestic aerospace ecosystem and MRO capabilities
• 🌍 Engine could also serve future civil helicopter applications, including offshore, utility and VVIP missions | 16 |
| 17 | #Duncan Engineering CREDIT RATING UPDATE 📊
• ICRA reaffirmed [ICRA]BBB+ (Stable) rating on ₹14 Cr long-term fund-based cash credit facilities
• ICRA reaffirmed [ICRA]A2 rating on ₹14.50 Cr short-term non-fund-based facilities
• 💼 Total rated bank facilities stand at ₹28.50 Cr
• 📈 Ratings also cover the enhanced facility amounts | 15 |
| 18 | #CHAVDA INFRA
Chavda Infra wins a ₹54.72 crore residential project order from Weisdom Design Build LLP.
The project is for core and shell construction of a proposed residential-commercial building in Kudasan, Gandhinagar.
Execution period: 24 months.
Total orders received in FY26: ₹144.17 crore.
Unexecuted order book: ₹846.92 crore.
Impact: Positive | 11 |
| 19 | ACME SOLAR: 130 MW RTC POWER PROJECT
⚡ ACME Solar subsidiary signs PPA for a 130 MW Round-the-Clock renewable energy project.
📌 PPA signed with Northeast Frontier Railway through REMC Limited.
💰 Tariff: ₹4.35/unit for 25 years.
📅 Supply scheduled to commence from February 25, 2029.
🏗️ Project tenure: 25 years. | 12 |
| 20 | #MTAR TECHNOLOGIES: ₹126.74 CR ORDER FROM NPCIL
📦 MTAR Technologies receives purchase orders worth ₹126.74 Cr from Nuclear Power Corporation of India (NPCIL).
📌 Order is part of regular business with an existing customer.
🏭 Domestic order, to be executed by May 26, 2028.
✅ Not a related-party transaction. | 12 |
