Zyne

Understanding Indian stocks the smart way. Exploring data, businesses, trends and market insights. Learn and grow with us. No buy or sell advice.

[Zyne @Zyne_stocks]

20+ companies. 20+ investor perspectives. Packed 3 days at #IAS2026. Here is list of all the companies presented:

1. PDS Limited: @P_diwan
2. Sambhav Steel: Promoters of Sambhav Steel
3. Quality Power: @ishmohit1
4. Gravita India: Management of Gravita India
5. Shivalik Bimetal: @_PiyushSarawagi
6. Gufic Biosciences: @NityaShah2000
7. Nike: @itsTarH
8. Repco Home Finance: @rajeev_agr
9. Edelweiss Financial Services: @jitenkparmar
10. Neogen Chemicals: @KabraGunjan
11. Ramkrishna Forgings: @suru27
12. Orchid Pharma: Sagar Arya
13. Go Fashion: @kanodiaankit12
14. Raymond Lifestyle: Abhishek Jain
15. Jeena Sikho: @PriyamInvests
16. Technocraft: @DigantHaria
17. Thermax: @amitabhvatsya
18. GMM Pfaudler: @MashraniVivek
19. MV Electrosystems: @tusharbohra
20. Shilpa Medicare: @sanjaylangval
21. Amrutanjan: @lalitinvestor

Few sessions of great learning from the sharpest minds across Indian equities. @ias_summit

Above data is for education purposed only. No buy/sell recommendation.

[Zyne @Zyne_stocks]

Daily Report 𝟭𝟴 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲: https://t.co/mMo1AIBq4I

Summary:

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋
• Ceigall India: four road-project orders worth ₹2,149.62Cr from the Ministry of Road Transport & Highways
• Atlanta Electricals: ₹193.92Cr APTRANSCO order, 41.61% of annual size
• RailTel: ₹166.80Cr EPFO order
• Krystal Integrated: ₹134Cr Maharashtra State Road Transport contract
• Advait Energy: ₹116Cr order, 64.80% of annual size
• Refex Industries: two orders worth ₹67.90Cr
• Goldiam International: ₹50Cr export orders from US clients
• NIBE: ₹12.15Cr MSEDCL order

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗕𝘂𝘆𝗶𝗻𝗴 🟢
Major transactions of ₹2Cr or more:
• eClerx Services: Employee Welfare Trust bought shares worth ₹2.36Cr

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 🔴
Major transactions of ₹2Cr or more:
• Baazar Style Retail: promoter sales worth approximately ₹166.72Cr, calculated from disclosed quantities and transaction prices
• BlueStone Jewellery: insider sales worth approximately ₹29.73Cr
• Menon Bearings: promoter sales worth ₹24Cr
• Titan Company: insider sale worth ₹15.56Cr
• Info Edge: multiple insider sales worth approximately ₹9.33Cr
• Aarti Pharmalabs: insider sales worth approximately ₹8.11Cr
• Firstsource Solutions: insider sales worth approximately ₹3.14Cr
• Dr Lal PathLabs: insider sales worth approximately ₹2.22Cr

𝗕𝘂𝗹𝗸 & 𝗕𝗹𝗼𝗰𝗸 𝗗𝗲𝗮𝗹𝘀 💰
• Paytm: Resilient Asset Management BV sold shares worth ₹2,948.94Cr at ₹1,535.10 per share
• Nxt-Infra Trust: approximately ₹200Cr changed hands at ₹95.33 per unit between Larsen & Toubro and A.K. Capital Finance
• Jindal Drilling: heavy two-way activity around ₹650 to ₹664 per share involving Microcurves, Junomoneta, Elixir Wealth, NK Securities, Blitzquant, HRTI, Jump Trading, AlphaGrep and others
• Ratnaveer Precision Engineering: active trading around ₹251 to ₹252 involving Arihant Capital, QE Securities, Junomoneta, Mathisys Quantcap and HRTI
• Indo Count Industries: Microcurves traded approximately ₹66.6Cr on both sides at around ₹445 per share
• Cyient: HDFC Mutual Fund sold shares worth ₹45.48Cr at ₹854.01 per share
• Zaggle: heavy two-way activity near ₹165 involving Kedia Securities, QE Securities, Microcurves, Junomoneta and HRTI
• NELCO: active trades near ₹975 involving QE Securities and HRTI

𝗙𝘂𝗻𝗱 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 📈
• BPCL approves NCD issuance of up to ₹5,000Cr
• Hindustan Construction approves fund raise of up to ₹800Cr
• ICICI Bank prices $750Mn five-year senior notes at 5.417%
• Balkrishna Industries approves ₹550Cr NCD issue
• Bajaj Finance allots ₹498.22Cr secured NCDs at 7.79%
• Poonawalla Fincorp approves ₹200Cr Tier II NCD issue
• Home First Finance plans ₹150Cr NCD issuance

𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 & 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 🤝
• Jubilant Ingrevia to acquire 40% of Zettaone Technologies for ₹189.20Cr
• Manipal Health to acquire Kinder Women’s Hospital Bengaluru for ₹130Cr
• Piramal Pharma acquires an additional 40.67% of Yapan Bio for ₹76Cr, raising its stake to 74%
• EFC (I) to acquire Ultrafresh Modular Solutions for ₹54Cr
• Alivus Life Sciences to acquire 76% of IQGEN-X Pharma for ₹9.12Cr
• Infosys partners with Knorr-Bremse for IT modernisation and AI transformation
• RateGain’s AirGain platform selected by Vietjet Qazaqstan

𝗦𝘁𝗮𝗸𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 & 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 👀
• Aditya Kumar Halwasiya acquires 5.91% of Baazar Style Retail
• Fischer Medical Ventures acquirer FMV Holdings raises its stake to 63.08%
• LIC’s holding in Bajaj Auto crosses 5%, reaching 5.003%
• Deutsche Bank releases pledge over 7.39% of Piramal Pharma
• MobiKwik completes transfer of its lending business to a subsidiary
• HEG receives NCLT approval for its composite arrangement scheme
• Happiest Minds receives NCLT approval for merger with Aureustech

𝗥𝗶𝘀𝗸 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗨𝗽𝗱𝗮𝘁𝗲𝘀 ⚠️
• Shilpa Medicare recalls 27,923 vials of Pemetrexed Injection in the US due to atypical discoloration
• Panorama Studios reports unrecoverable data following a cyberattack
• eMudhra says the Economic Offence Wing has closed its financial-fraud complaint
• Aegis Logistics clarifies that no binding agreement exists for the reported $1.5Bn Tristar acquisition

𝗖𝗿𝗲𝗱𝗶𝘁 𝗥𝗮𝘁𝗶𝗻𝗴𝘀 📰
• Adani Power upgraded to CARE AA+/Stable
• Premier Energies upgraded to CRISIL A+/Positive
• OneSource Specialty Pharma upgraded to IND A/Positive
• ESAF Small Finance Bank Tier II bonds upgraded to BWR A-/Stable
• IRM Energy’s outlook revised to Stable, with AA-/A1+ ratings reaffirmed
• Axis Bank’s $300Mn notes rated BBB by S&P and Baa3/Stable by Moody’s
• ICICI Bank’s $750Mn notes rated BBB by S&P and Baa3 by Moody’s

𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 💵
• PTC India: ₹5.50 per share
• Datamatics: ₹5 per share
• International Gemological Institute: ₹2.55 per share interim dividend
• TBZ: ₹2.50 per share
• Arvind SmartSpaces: ₹2.25 per share
• Patanjali Foods: ₹1.50 and ₹0.80 interim dividends

Only for educational purposes. Not a buy/sell recommendation.

[Zyne @Zyne_stocks]

Sector performance and top Gainer & Losers 𝟭𝟴 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲:

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆 📰
Healthcare and auto provided support, while realty, technology and FMCG remained under pressure. Stock-specific volatility stayed high, with several companies moving more than 10% in either direction.

𝗦𝗲𝗰𝘁𝗼𝗿𝗮𝗹 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 📊
🟢 MidSmall Healthcare: +0.41%
🟢 Media: +0.40%
🟢 Nifty 500 Healthcare: +0.30%
🟢 Auto: +0.30%, extending its monthly gain to 7.99%
🟢 Healthcare: +0.21%
🔴 Realty: -1.42%
🔴 MidSmall IT & Telecom: -1.05%
🔴 FMCG: -0.77%
🔴 Metal: -0.61%
🔴 Financial Services: -0.49%

Top 𝗚𝗮𝗶𝗻𝗲𝗿𝘀 🚀
• Prabha Energy: ₹192.20, +17.64% today and +30.62% in one month
• Alpex Solar: ₹871.35, +12.73%
• Yasho Industries: ₹4,915.80, +12.69% today and +63.28% in one month
• Indo Count Industries: ₹437.70, +12.61%
• Sigachi Industries: ₹29.61, +12.37%
• Macpower CNC: ₹1,983.60, +11.35% today and +49.51% in one month
• Jindal Drilling: ₹651.15, +11.08%
• Ind-Swift Laboratories: ₹346.87, +10.81% today and +49.86% in one month
• Paras Defence: ₹1,527.30, +10% today and +29.84% in one month
• Asian Energy Services: ₹463.05, +8.89% today and +29.83% in one month

𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗟𝗼𝘀𝗲𝗿𝘀 📉
• NELCO: ₹948.80, -12.27%
• Ahluwalia Contracts: ₹707.70, -10.85% today and -17.06% in one month
• Tarsons Products: ₹336.65, -6.87%
• Jubilant Agri & Consumer Products: ₹2,199.10, -6.12%
• MOIL: ₹257.25, -5.70%
• Apex Frozen Foods: ₹398.50, -5.69%
• Allcargo Global: ₹13.25, -5.42%
• Mastek: ₹1,717.50, -5.20%
• Ramco Systems: ₹564.50, -5% today and -28.46% in one month
• Onix Solar: ₹356.65, -4.99% today and -44.43% in one month

Only for educational purposes. Not a buy/sell recommendation.

[Zyne @Zyne_stocks]

Advait Greenergy Private Limited

A subsidiary of Advait Energy Transitions, secured a ₹116 crore turnkey EPC contract for a 200 MW solar ground-mounted HSAT 33 KV project at Bikaner, Rajasthan from KPI Green Energy Limited. The contract includes design, supplies, services, testing, and commissioning, with a 12-month execution timeline. This contract is awarded by a domestic entity and is part of the normal course of business.

[Zyne @Zyne_stocks]

Kilburn Engineering:

Ekta Credit Private Limited, part of Kilburn Engineering's promoter group, purchased 25,000 equity shares in the open market valued at ₹87.18 lakhs. This acquisition increased their holding by approximately 0.04% to a total of 14,48,235 shares, representing 2.59% of equity.

[Zyne @Zyne_stocks]

Daily Report 𝟭𝟳 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲: https://t.co/TlGZmJVfjy

Summary:

𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁 📊
• Nifty: 24,287.65, down 0.32%
• Large Cap: down 0.26%
• Mid Cap: up 0.05%
• Small Cap: up 0.36%
• Micro Cap: up 0.12%
Realty led sectors with a 1.46% gain, followed by Metal at 1.26%. FMCG was the weakest sector, falling 1.05%.

𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗠𝗼𝘃𝗲𝗿𝘀 🚀
• Uflex: +19.99%
• Vikram Solar: +14.33%
• Asian Energy Services: +13.58%
• Dolphin Offshore: +13.53%
• Expleo Solutions: +13.13%

🔴 Zaggle: -20%
🔴 NGL Fine Chem: -15.80%
🔴 Kernex Microsystems: -13.46%
🔴 Schneider Electric Infrastructure: -11.47%
🔴 Kapston Services: -11.17%

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋
• L&T: ₹150Cr offshore order through L&T Energy Hydrocarbon
• Highway Infrastructure: ₹80.17Cr NHAI order, equal to 29.19% of annual size
• OM Infra: ₹29.01Cr Uttar Pradesh Jal Nigam contract
• Protean eGov: ₹5.99Cr Arunachal Pradesh government order
• Digilogic Systems: ₹3.91Cr order from the Ministry of Defence and a PSU

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗕𝘂𝘆𝗶𝗻𝗴 🟢
Major transactions of ₹2Cr or more:

• Balu Forge Industries: two promoter purchases totalling ₹108Cr, combined stake increase of 2.48%
• Fischer Medical Ventures: promoter purchases worth ₹31.21Cr, combined stake increase of 2.01%
• Alembic: promoter purchase worth ₹3.99Cr

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 🔴
Major transactions of ₹2Cr or more:
• Info Edge: two insider sales totalling ₹184.04Cr
• V-Guard Industries: three insider sales totalling ₹22.66Cr
• HCL Technologies: insider sales worth ₹2.87Cr

𝗕𝘂𝗹𝗸 & 𝗕𝗹𝗼𝗰𝗸 𝗗𝗲𝗮𝗹𝘀 💰
• Kesar India: ₹149.02Cr changed hands at ₹1,265 per share. Minerva Ventures Fund bought from Forbes EMF
• Baazar Style Retail: Aditya Kumar Halwasiya bought ₹162.90Cr at ₹362 per share. Sellers included Sidharth Surana, Shreyans Surana and Bhagwan Prasad
• Vikram Solar: heavy two-way activity around ₹178 to ₹180 per share, involving QE Securities, Microcurves Trading, Junomoneta Finsol and HRTI
• Ratnaveer Precision Engineering: heavy quantitative and proprietary trading around ₹239 per share, involving QE Securities, NK Securities, Microcurves, Mathisys Quantcap and Junomoneta Finsol
• Siyaram Silk Mills: DPP Enterprises bought ₹36.14Cr from Harshit Shrikishan Poddar at ₹620 per share
• VISA Chrome: Al Maha Investment Fund bought ₹30Cr from Assets Care and Reconstruction Enterprise at ₹38 per share
• Zaggle: active two-way trades around ₹160.50 per share involving Setu Securities, Multiplier Share & Stock Advisors and D3 Stock Vision

𝗙𝘂𝗻𝗱 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 📈
• Manappuram Finance allots ₹850Cr NCDs
• Lloyds Engineering raises approximately ₹504Cr through preferential allotment
• Paisalo Digital fully subscribes ₹300Cr NCD tranche ahead of schedule, part of a ₹900Cr programme
• Axis Bank prices $300Mn senior notes at a 5.179% coupon
• Poonawalla Fincorp allots ₹315Cr secured NCDs at an 8.09% coupon
• Netweb Technologies opens QIP at ₹4,885.90 floor price
• Paisalo Digital announces early closure of ₹150Cr NCD public issue
• Dishman Carbogen allots ₹75Cr senior secured NCDs

𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 & 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀 🤝
• CEAT converts $24.5Mn inter-company loan into equity in CEAT OHT Lanka
• Lloyds Enterprises acquires shares in Steel Infra Solutions for ₹219Cr
• Nelco invests $20Mn in Lunar Holdco and announces a strategic partnership with Elveo for satellite-based IoT connectivity
• Samvardhana Motherson raises its stake in Shenzhen Autocruis to 67.93%
• CG Power subsidiary to acquire Tosil Systems for ₹16.44Cr
• Greaves Cotton acquires the remaining 20% of Excel Controlinkage
• Lloyds Advance Defence Systems signs technology-transfer pact with Italy’s Alpar Ingegneria
• Varun Beverages completes merger of Twizza with Bevco.

[Zyne @Zyne_stocks]

Checkout the full report, along with sector performance and 20 Gainers & Losers at: https://t.co/Vkwop6FzHr

[Zyne @Zyne_stocks]

𝗧𝗼𝗽 𝗚𝗮𝗶𝗻𝗲𝗿𝘀 🚀

• Uflex: ₹586.05, +19.99% today, +33.28% in one month
• Vikram Solar: ₹183.10, +14.33% today
• Asian Energy Services: ₹425.25, +13.58%
• Dolphin Offshore: ₹576.85, +13.53% today, +50.46% in one month
• Expleo Solutions: ₹923.05, +13.13% today, +31.52% in one month
• Manorama Industries: ₹1,943.40, +11.88%
• Rubicon Research: ₹1,798.70, +11.09%
• Avadh Sugar: ₹725.25, +11.04% today, +36.15% in one month
• Gujarat Kidney: ₹151.36, +10.94%
• Hindustan Copper: ₹572.65, +8.24% today, +18.23% in one month

𝗧𝗼𝗽 𝗟𝗼𝘀𝗲𝗿𝘀 📉

• Zaggle: ₹160.48, -20% today, -23.77% in one month
• NGL Fine Chem: ₹2,908.40, -15.80%
• Kernex Microsystems: ₹1,751.70, -13.46% today, -28.55% in one week
• Schneider Electric Infrastructure: ₹1,212.20, -11.47%
• Kapston Services: ₹522.70, -11.17%, despite remaining +24.39% for the month
• Cupid: ₹267.32, -9.04%, but still +25.51% for the month
• Dishman Carbogen: ₹175.83, -7.78%
• Belrise Industries: ₹236.09, -7.54%
• NMDC Steel: ₹41.76, -6.16%
• Saatvik Green Energy: ₹402.65, -5.79%, extending its monthly fall to -13.71%

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆 📰

Realty and metals led the market, while FMCG and technology-linked stocks remained under pressure. Several smaller stocks recorded double-digit moves, showing elevated volatility on both sides.

Only for educational purposes. Not a buy/sell recommendation.

[Zyne @Zyne_stocks]

BCL Industries Limited and its subsidiary Svaksha Distillery received additional ethanol supply allocations from Oil Marketing Companies for Q4 of Ethanol Supply Year 25-26: 2.35 cr litres and 2.02 cr litres respectively. Total ethanol allocation for BCL units now stands at 83.68 million litres, and Svaksha Distillery at 49.53 million litres across ESY 25-26. Reliance Industries' allocation remains at 17.89 million litres. Total allocations for the year across these entities amount to approximately 151.11 million litres.

[Zyne @Zyne_stocks]

Balu Forge Industries Ltd secured a multi-month contract for 155mm Extended Range Full Bore Base Bleed (ERFB BB) and Boat Tail (BT) shells, beginning with a pilot supply of 10,000 units. This contract marks the company's successful commercialisation of advanced ammunition variants compatible with various Indian armed forces platforms. Supplies will continue monthly with mutually agreed quantities. The order solidifies Balu Forge's position in India's defence manufacturing sector with applications in artillery systems like Dhanush and ATAGS.

[Zyne @Zyne_stocks]

Hi-tech pipes are currently trading at ₹78 but promoters are buying their stock via warrant at ₹100. This is a classic example when promoters are bullish on their roadmap.

Only for education purposes, not a buy/sell recommendation.

[Zyne @Zyne_stocks]

Weekly Report 15 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲: https://t.co/GtlRItGGyj

Summary:

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋
• Kalpataru Projects: ₹3,526Cr order
• Sathlokhar Synergys: ₹941.10Cr order, 459% of annual size
• NIBE: ₹563.35Cr Indian Army order
• GE Power India: ₹550Cr Saudi Arabia order
• BEL: ₹541Cr order
• Bondada Engineering: ₹513.94Cr orders
• Saatvik Green Energy: orders worth ₹876.16Cr
• Zen Technologies: ₹295Cr Ministry of Defence order
• Hazoor Multi Projects: NHAI orders worth ₹528.03Cr
• Antony Waste: ₹243.22Cr Greater Noida contract
• Krystal Integrated: Maharashtra government orders worth ₹296.03Cr
• Diamond Power: orders worth ₹256.52Cr
• Kotyark Industries: ₹173.45Cr order, 272% of annual size
• RailTel: orders worth ₹182.19Cr
• Raminfo: ₹39.15Cr government order, 388% of annual size

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗕𝘂𝘆𝗶𝗻𝗴 🟢
Major transactions of ₹2Cr or more:
• Fischer Medical Ventures: ₹47.29Cr
• Wheels India: ₹38.96Cr
• Prataap Snacks: ₹32.32Cr
• Hi-Tech Pipes: ₹22.50Cr
• Sumeet Industries: ₹22.07Cr
• CEAT: ₹11.74Cr
• Zee Entertainment: ₹10.33Cr
• eClerx Services: ₹9.45Cr
• NCC: ₹6.47Cr
• TruAlt Bioenergy: ₹4.86Cr
• Tata Consumer: ₹4.24Cr
• Sonata Software: ₹4Cr
• Thangamayil Jewellery: ₹2.94Cr
• HEG: ₹2.04Cr

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 🔴
Major transactions of ₹2Cr or more:
• LIC: Government of India sold ₹31,552.34Cr through OFS
• Tenneco Clean Air India: ₹3,180.06Cr
• Thyrocare Technologies: ₹977.86Cr
• Metropolis Healthcare: ₹118.44Cr
• GNA Axles: ₹60.49Cr
• Wheels India: ₹38.96Cr
• Divi’s Laboratories: ₹17Cr
• Info Edge: ₹12.50Cr
• JSW Steel Employee Welfare Trusts: approximately ₹8.60Cr
• Healthcare Global: ₹4.43Cr
• Affle 3i Employee Welfare Trust: ₹3.38Cr
• Dr Lal PathLabs: approximately ₹3.28Cr
• Avenue Supermarts insiders: approximately ₹2.26Cr

𝗕𝘂𝗹𝗸 & 𝗕𝗹𝗼𝗰𝗸 𝗗𝗲𝗮𝗹𝘀 💰
• UltraTech Cement: institutional purchases worth approximately ₹1,396Cr at ₹11,585 per share. Participants included ICICI Prudential MF, Kotak MF, DSP, WhiteOak, JPMorgan, Templeton, Eastspring, Axis MF, Tata MF, Edelweiss, Baroda MF, Aditya Birla Sun Life MF, IDFC MF, Norges Bank, National Pension Insurance Fund and Canara HSBC Life
• WeWork India: institutional activity at ₹697.55 per share involving ICICI Prudential MF, Motilal Oswal AMC/PMS, HDFC Life and Citigroup Global Markets
• Menon Bearings: Persistence Capital Fund I bought ₹21Cr at ₹240 per share

𝗙𝘂𝗻𝗱 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 📈
• Kitex Garments approves fund raise of up to ₹3,000Cr
• TD Power Systems approves ₹600Cr QIP plus preferential issue
• Gujarat Kidney raises ₹250.80Cr for expansion and acquisitions
• Texmaco Rail signs ₹200Cr investment pact for 30% of subsidiary TDTL
• Yes Bank receives no-comments letter for $850Mn Medium Term Note Programme
• Kotak Mahindra Bank establishes $1Bn Euro Medium Term Note Programme

𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 & 𝗝𝗩𝘀 🤝
• Bank of America to invest up to ₹18,268Cr for 49.9% of Jio Credit
• CESC subsidiary to acquire 1.4 GWp renewable portfolio from ReNew Solar at ₹4,859Cr enterprise value
• Birla Estates enters ₹2,600Cr Vashi redevelopment JV
• UPL subsidiary to acquire 99.98% of Misr Hytech Seed for $110Mn
• Ashok Leyland approves up to £25Mn investment in Optare and ₹500Cr in Hinduja Housing Finance
• Kothari Industrial signs ₹1,050Cr project MoUs with Tamil Nadu
• Reliance and Rolls-Royce partner on indigenous AMCA combat engine
• JSW Energy signs JV for 920 MW Bhutan hydro project
• Paisalo Digital signs ₹500Cr co-lending MoU with FatakPay
• Piramal Pharma raises its stake in Yapan Bio to 74%
• TD Power Systems signs 10-year manufacturing framework with Siemens Energy
• Voltas and Atomberg form AC compressor manufacturing JV
• Waaree enters semiconductor manufacturing JV in Gujarat
• BHEL partners with Hystar for PEM electrolyser systems
• TCS partners with Vodafone for AI-led transformation in the UK

𝗦𝘁𝗮𝗸𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 & 𝗢𝗽𝗲𝗻 𝗢𝗳𝗳𝗲𝗿𝘀 👀
• Elpro International promoters reach 93.02% after successful delisting offer
• Fischer Medical Ventures acquirer group raises stake to 62.50%
• Authum Investment raises stake in Prataap Snacks to 48.19%
• GNA Axles director acquires 5.88% stake
• DB International Trust sells 7.62% stake in Dr Agarwal’s Health Care
• Siyaram Silk Mills announces 4.62% inter-se promoter transfer

𝗕𝘂𝘆𝗯𝗮𝗰𝗸𝘀 💵
• SIS: ₹106Cr buyback, maximum ₹478.50 per share
• Gandhi Special Tubes: ₹78.13Cr buyback at ₹900 per share
• Advanced Enzyme Technologies: ₹69.70Cr buyback, maximum ₹500 per share

Only for educational purposes. Not a buy/sell recommendation.

[Zyne @Zyne_stocks]

𝗠𝗔𝗥𝗞𝗘𝗧 𝗪𝗥𝗔𝗣 📊 14 Aug 2026

𝗢𝗥𝗗𝗘𝗥 𝗕𝗢𝗢𝗞 📰

1. 🔥 NIBE: ₹563.35 Cr from Indian Army/MoD. 216.67% of qtr revenue, 118.85% annual

2. 🔥 Hazoor Multi Projects: ₹284.70 Cr from NHAI. 180.19% qtr, 49.09% annual

3. Kalpataru Projects Intl: ₹3,526 Cr, largest order by value. 55.02% qtr, 12.99% annual

4. 🔥 Sungarner Energies: ₹24 Cr from Ceigall India. 49.03% qtr, 32.33% annual

5. DMR Engineering: ₹1.66 Cr. 33.27% qtr, 13.24% annual

6. Dhabriya Polywood: ₹13.10 Cr from domestic client

7. Simplex Castings: ₹10.80 Cr

8. Refex Industries: ₹40.83 Cr from major PSU power producer

9. Sungarner Energies: ₹5.30 Cr from NTPC Mining

10. Mini Diamonds India: ₹14.25 Cr from Saharsh Exports

11. Desco Infratech: 3 orders of ₹2.14 Cr each, from Maharashtra Natural Gas, Adani Total Gas, KP Energy

12. Monarch Surveyors: ₹2.90 Cr from Central Railway

13. CESC: 25 year order from SECI, value undisclosed

14. Ahasolar Technologies: order from BSES Rajdhani, value undisclosed

15. Transformers & Rectifiers India: order from APTRANSCO, value undisclosed

𝗖𝗢𝗥𝗣𝗢𝗥𝗔𝗧𝗘 𝗔𝗖𝗧𝗜𝗢𝗡𝗦 📢

1. Reliance Industries and Rolls Royce announce strategic partnership to develop indigenous combat engine for AMCA

2. Voltas and Atomberg sign JV to manufacture room AC compressors in India

3. Sri Lotus Developers appointed for ₹550 Cr Shivaji Park Beach Front redevelopment

4. Ashok Leyland approves up to £25M in Optare Plc and ₹500 Cr in Hinduja Housing Finance

5. TD Power Systems enters 10 year manufacturing framework with Siemens Energy

Blue Star agrees to sell MedTech division to Cyrix for up to ₹40 Cr

6. Physicswallah takes Bharat Innovations Global to 100% ownership

𝗢𝗧𝗛𝗘𝗥 𝗞𝗘𝗬 𝗡𝗘𝗪𝗦 👀

1. Kotak Mahindra Bank sets up USD 1 billion EMTN programme, rated BBB by S&P

2. Yes Bank upgraded to IND AA+/Stable by India Ratings

3. Kitex Garments approves fund raise up to ₹3,000 Cr via QIP

4. Gandhi Special Tubes buyback of ₹78.13 Cr at ₹900/share, record date 21 Aug

5. Ganesha Ecosphere confirms fire at subsidiary's Warangal plant, 2 deaths reported

Checkout full report: https://t.co/DBPvF26k3P
Only for education purposes. Not a buy sell recommendation

[Zyne @Zyne_stocks]

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 Buy/Sell | 𝟭𝟰 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲

𝗕𝘂𝘆𝗶𝗻𝗴 🟢
• Kovai Medical Center & Hospital (Inheritance)
• Tata Consumer Products (ESOP)
• NCL Industries
• Suditi Industries (Preferential Offer)
• Suditi Industries (Preferential Offer)
• Sugs Lloyd

𝗦𝗲𝗹𝗹𝗶𝗻𝗴 🔴
• Smiths & Founders (India)
• Tenneco Clean Air India
• Tenneco Clean Air India
• Shaily Engineering Plastics
• Shaily Engineering Plastics
• Berger Paints India
• Infosys (Off Market)

[Zyne @Zyne_stocks]

Daily Report 𝟭𝟯 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲: https://t.co/GAtj0skuIi

Summary:

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋
• Saatvik Green Energy: ₹476Cr from Vikran Engineering • Ashoka Buildcon: ₹126.54Cr from REC Power Development
• Oswal Pumps: ₹78Cr from North Bihar Power Distribution
• RailTel Corporation :₹63Cr from Deendayal Port Authority
• Raminfo:₹39.15Cr from Uttarakhand govt (388% of qtr revenue!)
• Marushika Technology: ₹30Cr, Nashik Municipal Corp (30-yr contract)
• CFF Fluid Control: ₹27.85Cr from Mazagon Dock Shipbuilders
• L&T:order via https://t.co/btXErGVJqc subsidiary (AI infra)

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗪𝗮𝘁𝗰𝗵 👀 (moves >1%)
🟢 Faze Three: buying, stake +1.15% (₹0.28Cr)
🔴 Thyrocare Technologies: 2 large promoter transactions worth ₹815.05Cr & ₹162.81Cr (stake changes +8.28% and +1.64%)
🔴 HMA Agro Industries: Mohammad Kamil Qureshi acquires 8.5% stake via inter-se gift (07 Aug)
🔴 Mahindra & Mahindra: Anand Mahindra sells 8,67,027 shares (12 Aug)

𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 📢
• Birla Estates enters ₹2,600Cr Vashi residential JV in Navi Mumbai
• TCS partners with Vodafone for AI-led digital transformation (UK)
• BHEL signs collaboration with Hystar AS for PEM Electrolyser Systems
• Paisalo Digital signs ₹500Cr co-lending MoU with FatakPay
• Aditya Birla Capital allots ₹835Cr secured NCDs

𝗢𝘁𝗵𝗲𝗿 𝗞𝗲𝘆 𝗡𝗲𝘄𝘀 📰
• EFC (I) Ltd to acquire 100% of Ultrafresh Modular Solutions (₹54Cr)
• L&T Finance allots ₹200Cr subordinated NCDs (8.2% coupon, maturity 2036)
• Goodluck Defence assigned India Ratings IND A+/Stable
• Dividends: Triveni Engineering ₹1.25/sh (+₹1.50 interim), Studds Accessories ₹3/sh, Honasa Consumer ₹3/sh

Only for education purpose. Not a buy/sell recommendation.

[Zyne @Zyne_stocks]

@VargheseEzhuthu Check out the big order win for Saatvik Green Energy Ltd

https://t.co/xGLXyQNFzO

[Zyne @Zyne_stocks]

Saatvik Solar Industries Private Limited, material subsidiary of Saatvik Green Energy Limited, has received and accepted an order worth ₹476 Crores from Vikran Engineering Limited for supplying solar photovoltaic modules. The order is domestic and commercial in nature with execution scheduled by March 2027. There is no promoter or related party involvement in the order.

[Zyne @Zyne_stocks]

Thyrocare Technology Ltd

Promoter Docon Technologies sold 1,57,69,696 shares representing 9.90% of equity. The promoter holding declined from 60.92% to 51.02% post-sale. Settlement will follow applicable laws.

[Zyne @Zyne_stocks]

Saatvik Solar Industries Private Limited, material subsidiary of Saatvik Green Energy Limited, has received and accepted an order worth ₹476 Crores from Vikran Engineering Limited for supplying solar photovoltaic modules. The order is domestic and commercial in nature with execution scheduled by March 2027. There is no promoter or related party involvement in the order.

[Zyne @Zyne_stocks]

Daily report | 12th August

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋

1. GE Power India: ₹550Cr from Saudi Arabia contractor (174% of qtr revenue!)
2. Mayasheel Ventures:₹187.89Cr from NHIDCL (149% of qtr revenue!)
3. Vascon Engineers: ₹126.39Cr, Maharashtra PWD (24mo)
4. Texmaco Rail:₹77.76Cr from IVC Logistics
5. Diamond Power Infra: ₹61.04Cr from PuVVNL
6. B.R.Goyal Infrastructure: ₹39Cr from NHAI
7. 6 more smaller orders (Atishay, Rudrabhishek, Slone Infosystems, AVG Logistics, Ahasolar, Bajel Projects)

𝗕𝗶𝗴 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗠𝗼𝘃𝗲𝘀 📢

1. UltraTech Cement to acquire 26% stake in Solaris Horizon Energy (₹27.76Cr): green energy push
2. Coal India signs MoU with ArcelorMittal Nippon Steel for syngas project
3. JSW Energy signs JV with Druk Green Power: 920MW hydro project in Bhutan
4. JSW Infrastructure signs concession pact for Kolkata port terminal
5. GNA Axles Director raises stake to 5.88%;
6. Poonawalla Fincorp approves ₹750Cr NCD issuance
Bansal Wire Industries approves 1-for-5 stock split
7. BHEL: credit rating upgraded by India Ratings & Research

𝗢𝘁𝗵𝗲𝗿 𝗞𝗲𝘆 𝗡𝗲𝘄𝘀 📰

1. UGRO Capital gets NCLT nod for amalgamation with Profectus Capital
2. Elpro International delisting successful — promoters cross 90% stake
3. ACME Solar refinances ₹2,147Cr debt, redeems offshore dollar bonds
4. Axis Bank completes $300mn Senior Notes under GMTN
5. GHCL Textiles: ₹27Cr loss from Tuticorin warehouse fire (ops unaffected)

Dividends 💸

1. Mastek ₹16/sh
2. Interarch ₹12.50/sh
3. Bengal & Assam ₹50/sh
4. Kajaria Ceramics ₹6/sh

Checkout the full report at: https://t.co/M5y8otjfmt

Just for education purpose, not a buy/sell recommendation.

[Zyne @Zyne_stocks]

𝗠𝗮𝗿𝗸𝗲𝘁 𝗪𝗿𝗮𝗽 | 𝟭𝟮 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲 🇮🇳

Nifty closed -0.15% at 24,435.95 Small Cap -0.18% | Mid Cap +0.28% | Large Cap -0.09%

𝗦𝗲𝗰𝘁𝗼𝗿𝘀 📊
Gainers:
1. Media +1.05%
2. Metal +0.54%
3. IT/Telecom+0.12%

Losers:
1. FMCG -0.73%
2. Healthcare -0.64%
3. Consumer Durables -0.45%

𝗧𝗼𝗽 𝟱 𝗚𝗮𝗶𝗻𝗲𝗿𝘀 🟢
1. TCPL Packaging +19.56% (new 52-wk high)
2. TD Power Systems +16.03%
3. Divgi Torqtransfer +14.45%
4. Dolphin Offshore Enterprises +12.21%
5. Marksans Pharma +12.06%

𝗧𝗼𝗽 𝟱 𝗟𝗼𝘀𝗲𝗿𝘀 🔴
1. Tribhovandas Bhimji Zaveri -16.01%
2. Shilchar Technologies -15.88%
3. HLE Glascoat -14.00%
4. Camlin Fine Sciences -13.99%
5. Senco Gold -13.86%

𝗧𝗼𝗽 𝟯 𝗦𝗲𝗰𝘁𝗼𝗿𝘀 with 𝟱𝟮-𝗪𝗸 𝗛𝗶𝗴𝗵𝘀 📈
1. Auto Components & Equipments: 9 stocks
2. Pharmaceuticals: 8 stocks
3. Specialty Chemicals: 6 stocks

𝗧𝗼𝗽 𝗦𝗲𝗰𝘁𝗼𝗿𝘀 with 𝟱𝟮-𝗪𝗸 𝗟𝗼𝘄𝘀 📉
1. Pesticides & Agrochemicals: 2 stocks (Rallis India, P I Industries)
2. All other sectors: 1 stock each (19 total records, mostly isolated names)

Checkout full report: https://t.co/pl7tWpIvqX

Only for education purpose. Not a buy/sell advice.

[Zyne @Zyne_stocks]

𝗠𝗮𝗿𝗸𝗲𝘁 𝗪𝗿𝗮𝗽 @𝟭𝟭 𝗔𝘂𝗴 𝟮𝟬𝟮𝟲

Nifty closed -0.46% at 24,471.70
Small Cap +0.22%
Mid Cap flat
Large Cap -0.40%

𝗦𝗲𝗰𝘁𝗼𝗿𝘀 📊
- Gainers: Healthcare, IT/Telecom (+0.3-0.5%)
- Losers: FMCG -1.17%, Realty -0.99%, Metals -0.95%

𝗧𝗼𝗽 𝗠𝗼𝘃𝗲𝗿𝘀 🎢
🟢 Ind-Swift Labs +20% (new 52-wk high)
🟢 Lumax Auto +19.5%
🟢 Chennai Petroleum +15%
🔴 HLE Glascoat -20%
🔴 Rhetan TMT -20%

𝗢𝗿𝗱𝗲𝗿 𝗕𝗼𝗼𝗸 📋
1. Bondada Engineering : ₹513.94Cr (telecom/energy EPC).
2. Hazoor Multi Projects : ₹243.33Cr from NHAI (154% of qtr revenue!)
3. Antony Waste : ₹243.22Cr, 5-yr municipal deal
4. Advait Energy :₹24.88Cr from GETCO

𝗣𝗿𝗼𝗺𝗼𝘁𝗲𝗿 𝗪𝗮𝘁𝗰𝗵 👀
1. HMA Agro Industries: stake +8.50% (4.26Cr securities), day's biggest promoter move.
2.Prataap Snacks +1.15%,
3. Wheels India +1.05%
4. GNA Axles +0.97%

𝗕𝗶𝗴 𝗗𝗲𝗮𝗹𝘀 💰
Metropolis Healthcare block deals (~₹59Cr each), Aditya Birla SL MF & ICICI Pru MF buying in.

𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗰𝘁𝗶𝗼𝗻𝘀 📢
1. TCS x Google Cloud launch AI center in Mexico
2. TCPL Packaging: ₹125Cr into EV battery films

Checkout the full report here: https://t.co/scom9PEMTU

Only for education purpose. Not a buy/sell recommendation.