• VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers

    3 weeks, 6 days ago

    Stocks in News — October 8, 2025

    Positive Developments

    Saatvik Green: Received an order worth ₹488 crore for the supply of solar PV modules from leading independent power producers.

    Dishman Carbogen Amcis (DCAL): Signed an agreement with Celonic Group to deliver a fully integrated antibody-drug conjugate (ADC) development platform.

    Salzer Electronics: Secured a patent for a compact high-voltage safety device.

    Advait Infratech: Won an ₹87 crore order from Power Grid Corporation of India.

    Venus Pipes & Tubes: Successfully completed an equity infusion of ₹71.4 crore.

    Refex Renewables: Its renewable energy arm won the bid for a 100 TPD Bio-CNG plant in Tiruchirappalli.

    Prestige Estates: ESG rating upgraded by CRISIL to ‘54 (Adequate)’ in FY25 from ‘51 (Adequate)’ in FY24.

    Container Corporation of India (CONCOR): Partnered with UltraTech Cement to transform bulk cement transportation in India.

    Shringar House of Mangalsutra: Reported Q1FY26 net profit of ₹28.5 crore (vs ₹17 crore YoY) and revenue of ₹330 crore (vs ₹270 crore YoY).

    Eimco Elecon: Kedia Securities acquired 57,441 shares at ₹1,906.71 per share.

    S.H. Kelkar & Co.: H1FY26 consolidated revenue at ₹1,140 crore, up ~13% YoY.

    Associated Alcohols & Breweries: Received SL-1 license from the Excise Department; commenced malt spirit operations at Barwaha facility.

    Aptech Ltd: Signed MoU with WOL3D India to launch a 3D Printing & Product Design program.

    Darshan Orna Ltd: Launched ‘Darshan Orna’ app for wholesale gold and silver bullion trading.

    Paytm: Introduced an AI-powered Soundbox for small businesses at the Global Fintech Festival.

    ⚖️ Neutral / Mixed Updates

    Reliance Industries: Anthropic to set up India office in Bengaluru; exploring partnership with RIL (report-based).

    Kolte-Patil Developers: NCLT approved its amalgamation scheme with subsidiary Kolte-Patil Integrated Townships.

    Titan Company: Reported 20% YoY Q2FY26 revenue growth; jewellery business up 19%, added 55 new stores; international business surged 86%.

    CAMS, IRFC, Sona BLW: Boards to consider Q2FY26 results on Oct 28, Oct 15, and Oct 27, respectively.

    Tata Motors: JLR Q2 retail sales at 85,495 units (-17.1% YoY); wholesale volumes at 66,165 units (-24.2% YoY).

    Ansal Properties: NCLT approved resolution plan for ‘Serene Residency’ project in Greater Noida.

    Arabian Petroleum: Company Secretary & Compliance Officer Rekha Rani Naraniwal resigned.

    Ultramarine & Pigments: ICRA reaffirmed long-term rating at [ICRA] A+ (Stable).

    Jagsonpal Pharmaceuticals: Appointed Nirav Niranjankumar Vora as CFO effective Oct 7, 2025.

    Innovative Tyres: CFO Anand Mohan Gupta resigned.

    Tourism Finance Corp (TFCIL): Approved term sheet with Cosmea Investment Holdco to acquire 100% shareholding.

    Ola Electric: Approved allotment of 40 crore OCRPS aggregating to ₹400 crore.

    Indosolar: Epitome Trading & Investments sold 2.55 lakh shares at ₹642.98/share.

    IRB Infrastructure: Toll revenue up 11% YoY in September 2025.

    Lodha Developers: Q2FY26 pre-sales at ₹4,570 crore, up 7% YoY.

    Waaree Energies: Acquired 64% stake in Kotsons Pvt Ltd.

    Valor Estate: Announced a scheme of arrangement to merge Sahyadri Agro with Horizontal Ventures.

    Godrej Consumer Products: Q2 revenue growth seen in mid-single digits amid GST 2.0 transition.

    Shaily Engineering Plastics: Lighthouse India Fund sold 13.3 lakh shares (3% equity) worth ₹284 crore at ₹2,134/share.

    Keystone Realtors: Q2 pre-sales up 9% YoY at ₹763 crore; collections also up 9% at ₹601 crore.

    Anant Raj Ltd: Opened QIP; set floor price at ₹695.83/share.

    Mangalore Chemicals: Board approved a composite scheme of arrangement with Paradeep Phosphates.

    ⚙️ Regulatory & Technical Adjustments

    Short-Term ASM Framework (Stage I): Banco Products, Orient Technologies, V2 Retail added.

    Circuit Filter Revisions:

    From 10% → 20%: GR Shipbuilders, Lumax Auto, Senco Gold

    From 5% → 20%: JP Power