News Highly Sensitive to Stock Price

Yasho Industries – Yasho Industries has signed a 15-year supply agreement with a leading global multinational corporation for the supply of lubricant additives, a deal that will generate about Rs 150 crore in annual revenue starting from the end of FY27.  

This material will be supplied from the Pakhajan facility for a period of 15 years. The sales price will be based on an agreed-upon formula with the customer. It will be setting up the facility in the next 12 to 18 months. The supply may start by Q4 FY27. 

Biocon – US Food and Drug Administration (US FDA) has completed a routine cGMP inspection at Biocon Biologics’ Drug Substance facility at Biocon Campus in Bengaluru, India. The inspection was held between August 26, 2025, and September 3, 2025, covering drug substance manufacturing units, analytical QC laboratories, microbiology laboratories, and warehouses. USFDA issued a Form 483 with five observations. These observations are procedural in nature and do not pertain to data integrity, systemic non-compliance, or quality oversight. 

Bluestone – Revenue grew 41% YoY at Rs 492.6 crore. Pre-Ind AS EBITDA stood at Rs 46.1 crore vs. a loss of Rs 12.1 crore. Adj. EBITDA came in at Rs 83 crore, surged 630% YoY. Inventory gain was at Rs 23 crore in the quarter. ESOP expenses were at Rs 23.4 crore vs. Rs 8.5 crore in Q1FY25. SSSG growth stood at 18.4% in the quarter. The company had 292 stores as of June 2025. 

TVS Supplychain Solutions – TVS Supply Chain Solutions Ltd. Announces the voluntary liquidation and closure of its dormant step-down subsidiary, Peter Thomas & Co Ltd in the UK. 

Container Corporation of India – TVS Supply Chain Solutions Ltd. Announces the voluntary liquidation and closure of its dormant step-down subsidiary, Peter Thomas & Co Ltd in the UK. 

Steel Authority of India – Steel Authority of India Ltd. (SAIL) received a reaffirmation of its credit ratings from India Ratings and Research, maintaining a long-term issuer rating of IND AA with a stable outlook. 

Vodafone Idea – Vodafone Idea (Vi) has sought a no-objection certificate (NOC) from lenders led by State Bank of India (SBI) to pledge its fibre optic network as it looks to raise nearly Rs 7,000 crore from private credit or non-banking sources in a fresh bid to fund capital expenditure. 

Oil and Gas – The GST Council has recommended raising the rate on goods and services used in oil and gas exploration, production, and pipeline transport from 12% to 18%, a move that will raise costs for companies and squeeze margins. 

Tata Elxsi – Tata Elxsi, and Evergent, the customer management and monetization leader for streaming and digital subscription businesses, announced the launch of Subscription Hub, a unified platform that redefines how media and telecom operators offer, manage and monetize subscription offerings to their customers. 

Varun Beverages – VBL has set up a joint venture, White Peak Refrigeration Pvt. Ltd., in India to manufacture visi-coolers and refrigeration equipment, following its earlier July disclosure. 

RPP Infra Projects – The company has secured a Rs 134.21 crore order from MSIDC for improving two key roads spanning 31 km in Raigad district’s Karjat taluka, to be completed within 12 months. 

TVS Motor Company – The Company has launched its TVS Ntorq 150 scooter in India at Rs. 1.19 lakh, ex-showroom, Bengaluru. Powered by a 149.7cc race-tuned engine and inspired by stealth aircraft design, the scooter is a symphony of high performance, sportier aesthetics and cutting-edge technology to cater to a new generation of riders. 

Zota Healthcare – Zota Healthcare has approved a proposal to raise up to Rs 500 crore through a Qualified Institutional Placement (QIP).  

Ramco Cements – Ramco Cements has commissioned a waste heat recovery system of 8 MW capacity at its Ramasamy Raja Nagar cement plant.  

NTPC – NTPC Limited has permanently stopped operations at the Tanda Thermal Power Station stage-I (four units of 110 MW each) in Uttar Pradesh, effective September 1, 2025. 

Bharat Forge – Bharat Forge Limited said its step-down subsidiary, Agneyastra Energetics Limited, has signed an agreement with Andhra Pradesh Industrial Infrastructure Corporation Ltd for the purchase of a land parcel measuring about 949.65 acres in Madakasira, Anantapur district. 

Indo-Tech Transformers – Indo-Tech Transformers Limited has announced the receipt of a purchase order from Avaada Clean Project Private Limited for Rs 78.39 crore plus applicable taxes. The order is for the supply of 9 Nos. 125 MVA transformers. It will be executed in the 6-9 months. 

Syrma SGS – The Andhra Pradesh government has approved a Rs 856 crore incentive package for electronics manufacturing company (EMS) Syrma SGS for a mega printed circuit board plant. 

Aptus Value Housing – Westbridge Crossover Fund, owned by the Mauritius-based global investment firm WestBridge Capital, sold 12.2 percent stake in Aptus Value Housing Finance India for Rs 2,005.9 crore via block deals yesterday.  

Zydus Lifesciences – Zydus Lifesciences Ltd. announced that its wholly owned subsidiary, Zydus Lifesciences Global FZE, has entered into an exclusive licensing and supply agreement with Synthon BV of the Netherlands for Ozanimod Capsules (a generic version of ZEPOSIA) for the US market. Synthon has a pending abbreviated new drug application in the United States, seeking approval for Ozanimod Capsules, indicated for relapsing forms of multiple sclerosis.  

Zydus will be responsible for the commercialization of the product in the USA. As one of the first filers, Synthon has received tentative approval within 30 months from the US FDA, making the product eligible for a shared 180-day exclusivity upon market entry. The total addressable market opportunity of Ozanimod Capsules in the US is approximately US$637 million as per the IQVIA MAT July 2025. 

Aarti Drugs – The company’s new manufacturing plant in Sayakha, Gujarat, with a capacity of 60 MTPD for products like Dimethylamine and Trimethylamine, has begun commercial operations on September 4, 2025. Currently, capacity utilization will be approximately one-third of its total capacity. The plant will become fully operational over the next 12 to 18 months. It has invested around Rs 220 crore in the said expansion.  

Source: HDFC Securities Prime Daily, 5 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. 

Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations