News Highly Sensitive to Stock Prices

Ramky Infrastructure – Hyderabad Metropolitan water supply and sewerage board executed concessionaire agreement with the company’s arm Mallannasagar water supply. The total value of the project would be at Rs 2,085 crore. The project includes construction within 2 years and Manning, operation and Maintenance (MoM) for a period of 10 years from completion of construction, under Hybrid Annuity Model.

Sai Life Sciences – The company successfully opened a dedicated facility for veterinary API production, in Bidar, India. With this expansion, the company aims to provide efficient and scalable manufacturing solutions to leading global animal health companies.

Oil India – Oil India Ltd expects the US$ 20 billion Mozambique LNG project, operated by Total Energies and halted in 2021 after insurgent attacks, to restart by late 2025 as security improves.

Total Energies is the project operator with a 26.5% stake, followed by Mitsui & Co with 20%, while Mozambique’s state-owned ENH has 15%.

Indian state firms ONGC Videsh, Bharat PetroResources and Oil India together hold 30% in the project, with Thailand’s PTTEP owning the remainder.

Nuvoco Vistas – Nuvoco Vistas announces the allotment of 60,000 unsecured redeemable listed rated non-convertible debentures on a private placement basis totaling Rs.600 crore.

Vedanta Limited – Vedanta Ltd. Is declared the preferred bidder for the Punnam Manganese Block in Andhra Pradesh following a successful bid in the recent e-auction.

GE Shipping – GE Shipping has entered into a loan agreement with its wholly owned subsidiary for a term loan of Rs.425 crore. The loan extended for the prepayment of GIL’s existing ECB facility and is executed at arm’s length basis.

MRPL – Mangalore Refinery and Petrochemicals Ltd plans to sell jet fuel cargoes. The sale is for delivery in the fourth quarter. One cargo of 40,000-60,000 metric tons per month of aviation fuel is for sale. Loading will occur between October and December. Prices will link to Dubai crude quotes.

GAIL – GAIL (India) Ltd has partnered with Tata Steel to supply natural gas to its Combi-Mill plant in Jamshedpur, marking GAIL’s largest industrial customer onboarding in its City Gas Distribution project. The agreement ensures a supply of natural gas until March 2026, scaling up volumes thereafter, contributing to reducing the carbon footprint of steel production.

IOC – Indian Oil Corporation (IOC) is likely to place an order to buy at least 10 medium-range oil tankers from a Shipping Corporation of India (SCI)-led joint venture, with the vessels to be built at an Indian shipyard.

Cohance Lifesciences – Jusmiral Holdings sold 3.41 cr shares (8.92%) at Rs 906 apiece, while HDFC MF bought 37.17 lakh shares (0.97%), SBI MF bought 26.8 lakh shares (0.7%) at Rs 906 apiece.

Affordable Robotic & Automation – Company has approved acceptance of interest-free loan of Rs. 25 crores from the Promoter/Managing Director with a provision to convert the same into equity/warrant in future. The funds are proposed to be infused by the Promoter in his personal capacity through the sale of his shareholding. It has approved to raise further funds to the tune of Rs 50-60 crore through preferential round. These funds raised will be reinvested into its wholly owned subsidiary, ARAPL RaaS Private Limited by way of interest free loan which shall be converted into equity during the preferential issue round.

Indian Hotels Company – IHCL dismissed reports suggesting it was looking to sell its stake in The Pierre, New York. The company clarified that it does not own the landmark property but holds leasehold rights, under which operations are continuing as usual.

Adani Group – SEBI has cleared Gautam Adani, Rajesh Adani, and Adani Group firms-Adani Ports & SEZ, Adani Power, and Adani Enterprises—of all Hindenburg allegations. The regulator found no evidence of insider trading, market manipulation, or shareholding violations under the SEBI Act.

Texmaco Rail & Engineering – The company has bagged an order worth Rs 86.85 crore from Ultratech Cement for BCFC wagons with brake vans, to be delivered by March 2026.

One MobiKwik Systems – The digital payment firm confirmed a technical glitch on September 11-12 led to unauthorised merchant payouts in Haryana, now largely contained. The company assured users that UPI, wallet balances, and customer data were unaffected, and additional controls have been implemented.

John Cockerill – The company has been awarded a contract by Tata Steel to set up a Push-Pull Pickling Line and Acid Regeneration Plant at its Jamshedpur facility. The project, aimed at boosting sustainable steel production, includes the supply of equipment and supervision of erection and commissioning.

Unichem Laboratories – The company has received a demand notice of Euro 19.5 million (around Rs 175 crore) from the European Commission in connection with the perindopril drug case. The balance demand of Euro 16.69 mn is now payable to the European Commission.

Metropolis Healthcare – Metropolis Healthcare Limited announced the completion of its fourth acquisition in the last 10 months, with Dr. R.S. Patil’s Ambika Pathology Laboratory in Kolhapur joining the Metropolis network. Established in 1995, Ambika Pathology Laboratory operates a central laboratory supported by 12 patient touchpoints and offers a comprehensive portfolio of tests. It derived nearly 75% of its revenue from B2C walk-in patients.

Its strong local connect makes it a strategic addition to Metropolis’ Western Maharashtra cluster, where the company already operates 19 laboratories across Pune, Kolhapur, Sangli, Satara, Solapur, Nashik, and Ahmednagar, supported by more than 200 patient service centres and a growing franchise network.

Biocon – Biocon’s subsidiary, Biocon Biologics (BBL), announced that Yesafili (aflibercept), its biosimilar to Eylea, is now publicly funded in Ontario, Canada, for the treatment of retinal diseases. The funding covers both vial and prefilled syringe presentations of a 2 mg/0.05 ml dosage, making treatment more accessible to patients under the province’s public insurance system.

Azad Engineering – Company announced that it has inaugurated an exclusive Lean manufacturing facility at its new plant in Tunikibollaram Industrial Park, Hyderabad.

It is designed to support the supply of highly engineered and complex rotating and stationary airfoils, critical components, subassemblies, and assemblies for advanced gas, industrial, and thermal power turbine engines. The new plant aims to meet Siemens Energys global demand across power generation and essential industries.

Capcite Infra – Company announced it has secured a prestigious order worth Rs 1,518 crore from Hubtown. The contract pertains to the construction of 25 Downtown an ultra-luxury residential project in Mumbai categorized under super high-rise towers. This repeat order includes the construction of four ultra-luxury residential towers in Mahalaxmi, Mumbai.

JSW Energy – JSW Neo Energy Limited, a wholly owned subsidiary of JSW Energy Limited, has signed a definitive agreement to acquire 100% shares in Tidong Power Generation Private Limited who is constructing a 150 MW hydro-electric power plant in Tidong Valley situated in Himachal Pradesh. The plant is expected to be commissioned in Oct-26 and has a ~22-year Power Purchase Agreement

JSW Energy Limited has approved a scheme to demerge GE Power India Limited’s (GEPIL) Durgapur facility, which manufactures power boiler components. The share exchange ratio is set at 10 JSW Energy shares for every 139 GEPIL shares. The deal is pending regulatory approvals. This move aims to enhance JSW Energy’s manufacturing capabilities, reduce third-party dependency, and create operational synergies. The acquisition aligns with JSW Energy’s long-term growth strategy in the power sector.

Allcargo Terminals – Allcargo Terminals Ltd. has successfully incorporated a wholly owned subsidiary named ATL FTWZ Pvt. Ltd.

Arfin India Ltd. – Company has secured a significant order from its distributor, JFE Shoji India Private Limited, a domestic entity of JFE Shoji Corporation, Japan, for the local supply of Aluminium Ingots, Aluminium Wire Rods, and Aluminium Cubes/Shots. The order is for an aggregate quantity of 6,900 MT, valued at approximately Rs 180 crore, to be executed over a period of six months from October, 2025 to March, 2026.

Wanbury – Board had approved allotment of 20 lakh warrants to promoter (Expert Chemicals India Pvt. Ltd.) at Rs 120 per warrant and now that has been converted into equity shares.

Source: HDFC Securities Prime Daily, 19 Sept 2025

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