Stock Market Updates - Aug 6, 2025: New Orders| Partnership| FII Stake Changes| New IPO Details| Q1 FY26 Updates

 New Orders & Contracts

    • NBCC: Wins ₹102.97 Cr order from Lokpal of India for office retrofitting & interior works.,
    • BRAHMAPUTRA INFRASTRUCTURE: Completes ₹100 Cr slope protection project in Mizoram; qualifies for ₹350 Cr bids.,
    • TEXMACO RAIL & ENGINEERING: Bags ₹73.12 Cr railway electrification order from Central Railway.,
    • VINTRON INFORMATICS: Secures ₹28.17 Cr CCTV & electrical works order from Savy Infra & Logistics.,
    • RAILTEL: Gets ₹18.57 Cr MPLS-VPN order from Airports Authority of India, valid till 2030.,
    • GTV ENGINEERING: Receives ₹3.64 Cr order for gear unit foundation parts from NTPC (Nabinagar & Gadarwara).,

Expansions & Acquisitions

    • AURIONPRO: Acquires 100% stake in Singapore-Melbourne fintech firm Infrarisk for $2 million via cash & share swap.,
    • HAZOOR MULTI PROJECTS: Acquires Quippo Oil & Gas Infra via Swiss Challenge; adds ₹300 Cr in revenue.,

Technological Advancements & Strategic Partnerships

    • TCS: Extends 5-year partnership with Weatherford International for AI-led digital transformation.,
    • ASHOK LEYLAND: JV signs MoU with IDFC First Bank to offer FASTag services.,
    • ITI LIMITED: Partners with mLogica to launch India’s first AI-powered road safety pilot in Uttar Pradesh.,

Fundraising Updates

    • KPI GREEN ENERGY: Approves ₹700 Cr green bond fundraising plan.,
    • GPIL: To invest ₹700 Cr in 10 GWh battery energy storage project via 60% debt & 40% equity.,

FII Stake Changes / Bought-Sold

    • DELTA CORP: HDFC MF sold 2.04% stake on Aug 1; holding down to 5.14% from 7.18%.,
    • CYIENT: Amansa Holdings sold 0.04% stake on July 25; stake now at 4.90%.,

IPO / OFS



    • JIOBLACKROCK AMC: Launches NFO for 5 index funds; opens Aug 5, closes Aug 12.,

 

Operations & Performance Updates (Q1 FY26)

    • KPI GREEN ENERGY: Net profit ₹111 Cr (from ₹61 Cr); Revenue ₹602 Cr vs ₹348 Cr; EBITDA margin at 34.1%.,
    • ELECTRONICS MART: Net profit ₹21.5 Cr (from ₹77.2 Cr); Revenue ₹1,739 Cr; Margin 6.3%.,
    • ALEMBIC PHARMA: Net profit ₹154 Cr; Revenue ₹1,711 Cr; EBITDA margin 16.45%.,
    • ADANI PORTS: Net profit ₹3,314 Cr; Revenue ₹9,126 Cr; EBITDA margin 60.21%.,
    • BLS INTERNATIONAL: Net profit ₹175 Cr; Revenue ₹710 Cr; EBITDA margin 28.7%.,
    • GUJARAT FLUOROCHEMICALS: Net profit ₹184 Cr; Revenue ₹1,281 Cr; EBITDA margin 26.85%.,
    • EVEREADY IND: Net profit ₹30 Cr; Revenue ₹374 Cr; EBITDA margin 14.3%.,
    • YATHARTH HOSPITAL: Net profit ₹42 Cr; Revenue ₹257 Cr; Margin 25.01%.,
    • MTAR TECH: Net profit ₹10.8 Cr; Revenue ₹154 Cr; EBITDA margin 18.1%.,
    • BERGER PAINTS: Net profit ₹315 Cr ; Revenue ₹3,200 Cr ; Margin 16.5%.,
    • GLAND PHARMA: Net profit ₹215 Cr; Revenue ₹1,505 Cr; EBITDA margin 24.4%.,
    • NCC: Net profit ₹191 Cr 8%; Revenue ₹5,178 Cr ; EBITDA margin 8.8%.,
    • BHARTI AIRTEL: Net profit ₹5,947 Cr; Revenue ₹49,462 Cr; EBITDA margin 56.4%.,
    • BRITANNIA IND: Net profit ₹520 Cr; Revenue ₹4,622 Cr; EBITDA margin 16.4%.,
    • CANTABIL RETAIL: Net profit ₹14.7 Cr; Revenue ₹160 Cr; Margin 30.9%.,
    • JINDAL SAW: Net profit ₹424 Cr (from ₹441 Cr); Revenue & EBITDA down YoY.,
    • RAYMOND REALTY: Net profit ₹16.5 Cr 122% YoY; Revenue ₹374 Cr 189%.,
    • SHYAM METALICS: July stainless steel volumes 43% YoY; aluminium foil 9.1% YoY.,

USFDA / Regulatory Updates

    • CIPLA: USFDA classifies Bommasandra facility with VAI status post May inspection; no import alert/warning.,

Clarifications & Disclosures

    • JP ASSOCIATES: Clarifies ₹53,372 Cr loan default; under insolvency since June 2024; no new default in July.,

Innovation & Product Launches

    • PICCADILLY AGRO: Launches ‘Indri City Series’ premium whisky at Dubai Duty Free, priced at $150.,
    • CAMSAI (CAMS): Launches India’s first AI fabric for BFSI & capital markets; 30 billion transactions enabled.,
    • OLA ELECTRIC: To unveil tech roadmap at ‘Sankalp 2025’ on Aug 15 at Gigafactory.,

Incorporate / Corporate Structure

    • VERANDA LEARNING: Approves merger of K-12 and admin subsidiaries; neutral impact.,

Additions

    • ANANT RAJ: Expands data center capacity to 28 MW with new Manesar & Panchkula sites; eyes ₹9,000 Cr revenue by FY32.,

Others

    • VARUN BEVERAGES: Converts ₹2,199.68 Cr loan to equity; stake in Bevco up to 97.92%.,
    • YASH INNOVENTURES: Cancels ‘Elite Project’ citing strategic realignment.,
    • JP ASSOCIATES / JP POWER: Adani seeks CCI nod to acquire Jaiprakash Associates (NDTV Profit report).,
    • GLAND PHARMA: Stake sale progress slows due to rising share price & valuation gap.,
    • PAVNA INDUSTRIES: Shareholders approve 1:10 stock split.,
    • SPICEJET: DGCA audit finds zero Level 1 safety lapses; IOSA certification renewed till March 2027.

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