News Highly Sensitive to Stock Price

Dr. Reddy’s Laboratories – United States Food & Drug Administration (US FDA) completed a Pre-Approval Inspection (PAI) at biologics manufacturing facility in Bachupally, Hyderabad. The inspection was conducted from September 4, 2025 to September 12, 2025. Company has been issued a Form 483 with five observations, which will be addressed within the stipulated timeline. This is pursuant to the inspection conducted earlier and disclosure made to the stock exchanges on October 12, 2023.

Engineers India – EIL has been awarded Contract of Rs 618 crore for providing Project Management Consultancy (PMC) Services & Engineering Procurement and Construction Management (EPCM) Services for a New Fertilizer Plant in Africa, slated for completion in 24 months.

Apollo Hospital Enterprises – Apollo Hospitals Enterprise Ltd (AHEL) announced its intention to acquire 31% stake held by International Finance Corporation in Apollo Health and Lifestyle Limited (AHLL), a subsidiary of AHEL for a consideration of Rs 1,254 crore. Following the transaction, AHLL will become a 100% subsidiary of AHEL with 99.42% held by AHEL and balance in the ESOP pool.

Apollo Hospitals announced that it plans to set up a 100- bed Comprehensive Oncology Centre at Gurugram integrating the most advanced next generation Proton Therapy System.

BHEL – Bharat Heavy Electricals has received an order worth Rs 22.87 crore from Indian Railways (South Western Railway) for design, development, supply, installation, trial and commissioning of Onboard KAVACH equipment in locomotives and trackside KAVACH equipment at station/LC/IB/ABS locations along with associated works.

Tega Industries – Tega Industries Ltd. announced that its board has cleared proposals to raise as much as Rs 4,000 crore through equity and equity-linked instruments. The Kolkata-based mining and material handling solutions company said the fundraising will be carried out in one or more tranches, depending on market conditions and business needs.

Reliance Inds and Bharti Airtel – Reliance Jio and Bharti Airtel are investing heavily in AI, cloud, and data centers. They aim to capitalize on India’s growing cloud and AI markets. Jio focuses on consumer ecosystems and partnerships. Airtel targets enterprise needs with sovereign cloud solutions. Both companies are building data centers and partnering with tech giants.

Tata Technologies Ltd. – Tata Technologies Ltd. to acquire 100% stake in Germany-based ES Tec Group and its subsidiaries for a total cash consideration of 75 million euros (over Rs 775 crore). The company has entered into a definitive agreement to acquire 100% equity shares of ES-Tech GmbH and its subsidiaries (collectively, ES-Tec Group).

JK Cement Ltd. – JK Cement Ltd. announces that the National Company Law Tribunal has sanctioned the scheme of amalgamation of its wholly owned subsidiary Toshali Cements Pvt. Ltd. Effective from January 1,2024.

Shakti Pumps – Shakti Pumps (India) Limited has secured a fresh order worth Rs 374 crore from the Maharashtra State Electricity Distribution Company Limited (MSEDCL) for the supply and installation of 34,720 off-grid solar water pumping systems under the government’s Magel Tyala Saur Krushi Pump Yojana / PM-KUSUM B scheme.

GMR Airports – The firm reported a 3.5% year-on-year dip in passenger traffic for August at 93.49 lakh, with domestic traffic flat and international traffic up 2.8%. Aircraft movements rose 4.2%.

RCF – Rashtriya Chemical Fertilisers (RCF) started operation of liquid carbon dioxide plant at Trombay unit. The production capacity of the Trombay plant is 100 MTPD.

RailTel Corp – The company has secured a Rs 209.79 crore order from the Bihar Education Project Council, adding to Rs 396 crore of orders announced earlier in the week, taking total wins from the council above Rs 600 crore.

Adani Power – The company has signed a 25-year agreement with Bihar State Power Generation Company to supply 2,400 MW from a greenfield plant in Pirpainti, Bhagalpur. The project will generate up to 12,000 jobs during construction and 3,000 in operation. The full commissioning of the project is targeted within 60 months.

DCX Systems – The company has signed a non-binding MoU with the Tamil Nadu government to set up a state-of-the-art manufacturing facility in Hosur, in partnership with Israel’s ELTA Systems and its group firms.

ASM Technologies – The company has signed an MoU with the Tamil Nadu government to invest Rs 250 crore in expanding its ESDM capabilities, including a new state-of-the-art design facility on 5 acres of land.

Texmaco Rail – Texmaco Rail has received a Letter of Acceptance dated September 10, 2025, from Rail Vikas Nigam Limited for an order valued at Rs 129.09 crore, inclusive of all taxes.

Alembic Pharma – Company has received Establishment Inspection Report (EIR) for the inspection carried out by the US Food and Drug Administration (US FDA) at API – I & API – II Facility located at Panelav. The inspection was conducted from 26th May, 2025 to 31st May, 2025.

SRF – SRF Limited has entered into a Memorandum of Understanding (MoU) with Tata Steel Special Economic Zone Limited on 12th September, 2025. Acquisition of land by way of sub-lease at Gopalpur, District Ganjam in the State of Orissa, for setting up various projects by the Chemicals Business. The transaction value is Rs. 282 crores excluding taxes.

MSTC – Tender Committee of Central Pollution Control Board (CPCB) has recommended the name of MSTC Limited for the Development and Operation of an Electronic Trading Platform (ETP) for Extended Producer Responsibility (EPR) Certificates.

MSTC will be responsible for designing, developing, and operating the National EPR Certificate Trading Platform in compliance with CPCB’s functional and regulatory guidelines.

Diamond Power – Company received a letter of intent from Adani Energy Solutions for Supply of 5403 KM AL-59 Zebra Conductor for Jamnagar Project worth Rs. 236.71 crore. It is to be executed in the next 9 months.

Yatharth Hospital – Yatharth Hospital and Trauma Care Services Ltd has entered into a strategic agreement to acquire 100% stake in Shantived Institute of Medical Sciences (Shantived Hospital), Agra, at a valuation of Rs 260 crore, in an all-cash deal. Inaugurated in February 2021, Shantived Hospital is a prominent multi-speciality healthcare provider, catering to patients from Agra and the surrounding regions. Built across ~1,65,000 sq. ft., the hospital currently operates about 150 beds, with an expandable capacity of 250 beds. It has two buildings with additional land parcel for further expansion.

The hospital is NABH accredited, offers all major super specialties and is empaneled with major insurers and government schemes. Currently, it is operating at an occupancy of approximately 35%, Shantived Hospital generated revenue of around Rs 50 crore in FY25.

Power Sector – Lack of adequate transmission network to supply renewable energy to load centres of other states from Rajasthan has resulted in the curtailment of 25% capacity during peak hours. The curtailment may further increase as not only more solar projects are getting commissioned, but also some of the critical transmission elements are facing delays of over one to two years.

Ceigall India – Company has emerged as L1 bidder in Financial Bid Opening for the following tender invited by Greater Mohali Area Development Authority (GMADA). The project cost is pegged at Rs 468 crore. It is to be completed over the next 24 months.

Source: HDFC Securities Prime Weekly, 15 Sept 2025

Disclaimer:At HDFC SKY, we take utmost care and due diligence in curating and presenting news and market-related content. However, inadvertent errors or omissions may occasionally occur.

If you have any concerns, questions, or wish to point out any discrepancies in our content, please feel free to write to us at content@hdfcsec.com.