Market Preview Today, June 25, 2026: Vedanta Sets Up Realty Arm, Bharat Forge Acquires 90% in RS Aerostructures, Tata Motors PV Eyes Rs 40K-Cr Capex, Embassy Signs Lucknow MoU, NLC India-OREDA Green JV in Focus on Thursday

Mumbai, June 25: Investors on Thursday will be tracking Vedanta shares after the company set up a wholly owned realty subsidiary. Bharat Forge stocks will also be keenly watched as company has acquired 90 per cent stake in RS Aerostructures Limited.

Here is what you should track.

Vedanta (VEDL) Sets Up Wholly Owned Realty Subsidiary in Mumbai

Vedanta announced on Wednesday that it has incorporated a wholly owned subsidiary, Vedanta Property Platforms Ltd (VPPL), in Mumbai, Maharashtra, with the new entity set to focus on real estate operations and related ancillary activities. The move marks Vedanta’s formal entry into the property development space, adding a non-metals vertical to a group that has historically been concentrated in natural resources, zinc, aluminium, oil and gas, and iron ore. The incorporation of VPPL is consistent with the conglomerate’s broader strategy of sweating its land and infrastructure assets, some of which are embedded within or adjacent to its existing operational footprint across states such as Rajasthan, Odisha, and Goa. Investors will watch for disclosures on the scale of capital to be deployed into VPPL and whether Vedanta intends to monetise existing land parcels or pursue fresh real estate development.

Bharat Forge (BHARATFORG) Acquires 90% Stake in RS Aerostructures via Subsidiary

Bharat Forge announced that its wholly owned subsidiary, BF Industrial Solutions Limited (BFISL), has acquired 36 lakh equity shares of RS Aerostructures Limited, representing a 90% stake on a fully diluted basis, making RS Aerostructures a step-down subsidiary of Bharat Forge with immediate effect. The acquisition deepens Bharat Forge’s push into the aerospace and defence manufacturing space, an area the Pune-based forging major has been investing in systematically over the past several years as India’s defence indigenisation agenda gathers pace. RS Aerostructures is engaged in the manufacture of aerostructure components, a segment that benefits directly from rising orders under programmes such as the HAL Tejas, the C-295 transport aircraft assembly in Vadodara, and export opportunities opening up as global OEMs look to diversify supply chains away from traditional hubs. The transaction brings a critical aerospace component maker under direct Bharat Forge control and is likely to be read positively by investors tracking the company’s defence revenue build-out.

Tata Motors (TATAMOTORS) PV Arm Plans Rs 37,500-40,000 Crore Capex Over Five Years to Nearly Double Sales

Tata Motors Passenger Vehicles Ltd (TMPV) intends to invest between Rs 37,500 crore and Rs 40,000 crore over the next five years to expand production capacity by nearly 45% and launch multiple new models, with the company targeting annual sales of over 1.2 million units, more than double its current run rate. The capital allocation plan signals strong conviction from the Tata Motors management in the sustained growth of India’s passenger vehicle market, even as competition intensifies from Maruti Suzuki, Hyundai, and an increasingly aggressive Mahindra. A significant portion of the capex is expected to go toward electric vehicle platforms, battery assembly, and software-defined vehicle capabilities, where TMPV has already established a meaningful lead over most domestic rivals. The scale of the announced investment makes TMPV one of the more ambitious growth stories in the Indian auto space and is likely to keep the stock in active investor focus through the session.

Embassy Developments Signs MoU with UP Govt for Rs 1,500-Cr Commercial Project in Lucknow

Embassy Developments announced the signing of a non-binding memorandum of understanding with the Government of Uttar Pradesh for a large-scale commercial development in Lucknow, with the proposed investment pegged at around Rs 1,500 crore. The MoU signals Embassy’s intent to expand its footprint beyond its traditional strongholds of Bengaluru and Mumbai into the fast-growing Tier-1 markets of north India, where commercial real estate demand has been climbing on the back of IT sector expansion, state government incentives, and infrastructure upgrades. Lucknow, in particular, has attracted significant institutional real estate interest in recent years, with the Yogi Adityanath administration positioning the city as a destination for data centres, corporate campuses, and commercial mixed-use developments. As a non-binding MoU, the announcement is an early-stage signal; execution details, timelines, and regulatory approvals will determine the eventual impact on the company’s financials.

NLC India (NLCINDIA) Subsidiary Signs JV with OREDA for 1,000 MW Green Energy Projects in Odisha

NLC India Renewables, a subsidiary of state-owned NLC India, has signed a Joint Venture Agreement with OREDA, the Odisha Renewable Energy Development Agency, for the establishment, operation, and maintenance of 1,000 MW of green energy projects in Odisha. The JVA represents a significant step in NLC India’s renewable energy expansion strategy, and the choice of Odisha as the location is notable given the state’s growing renewable energy ambitions and the availability of land suitable for large-scale solar and wind installations. NLC India has been actively building its clean energy portfolio as part of the broader transition away from its legacy coal and lignite operations, and partnerships with state agencies provide a faster route to project development through land facilitation and regulatory support. The 1,000 MW scale of the proposed JV, if successfully commissioned, would be a material addition to NLC India Renewables’ portfolio and reinforces the company’s positioning as a key player in India’s green energy transition.

Sources:

• bseindia.com | nseindia.com | Company regulatory filings