A note on the defence PSUs: based on what I have read from company documents, management interviews, various secondary sources, and my limited understanding of having stayed invested in most of these companies since the past 2+ years. Disclaimer - invested in some / all of…

NBCC (India) Secures New Work Orders Worth ₹448.74 Cr 🏗️ 1. GAIL (India) Ltd.: Interior works at World Trade Centre, Nauroji Nagar, New Delhi – ₹50 Cr 2. New India Assurance: Demolition, engineering, and furnishing of buildings at Andheri & Malad, Mumbai – ₹136 Cr 3. Income…

Inox Wind Secures 87 MW Repeat Order from Continuum Green Energy 🌬️ Order Details: Turnkey order for 87 MW from Continuum for 3 MW WTGs, with multi-year O&M services. Project Sites: Gujarat and Rajasthan. Strategic Impact: This order boosts Inox Wind’s cumulative orders from…

🛜 HFCL-RVNL Consortium Declared Lowest Bidders for ₹6,925 Cr BharatNet Phase III Project 🌐 Project Scope: Middle-mile network in Uttar Pradesh (East & West) under BharatNet Phase III by BSNL. Consortium Bid: ~₹6,925 Cr; additional O&M order worth ~₹4,155 Cr over 10 years.…

INOX India Wins Contract for Largest Mini LNG Terminal in The Bahamas 🌍 Client: Island Power Producers Ltd (IPP) Scope: Design, engineering & supply of Mini LNG receiving and regasification terminal Capacity: 15,000 m³ LNG storage (10 x 1500 m³ vacuum insulated tanks)…

Viviana Power Tech Secures ₹74 Cr Turnkey Contract ⚡ Contract Value: ₹74.13 Crores (incl. taxes) Clients: Paschim Gujarat Vij Co. Ltd. & Dakshin Gujarat Vij Co. Ltd. Scope: Projects under SI & KSY Schemes Impact: Expands customer base and enhances profitability Viviana…

RMC Switchgears Ltd Signs MoU for 1,000 MW Solar Park in Rajasthan ☀️ Project Size: 1,000 MW Ultra Mega Solar Park with integrated battery storage Location: Jaipur, Rajasthan Timeline: Execution over 2-3 years; Power generation to begin by 2026 Economic Impact: ~2,000 direct…

Sasken Acquires Borqs’ Hardware & Software Services to Strengthen IoT and 5G Capabilities 📈 Deal Value: Up to USD $40 million (inclusive of earn-outs linked to 2025 performance) Strategic Alignment: Supports Sasken's 60x4x3 growth strategy Focus Areas: IoT, 5G, connected…

📢 Solar Industries Secures Export Order for Defence Products! Client: International Entity Order Value: INR 580 Crores Scope: Supply of Defence Products Execution Timeline: Over 5 Years This significant export contract further strengthens Solar Industries’ presence in the…

📢 DCX Systems Secures Major Export Order from Lockheed Martin! Awarding Entity: Lockheed Martin Global Inc, USA Scope: Supply of Electronic Assemblies Order Value: USD 54.8 million (~INR 460.3 Cr) Execution Timeline: Within 12 months DCX Systems strengthens its…

📢 TechEra Engineering Bags Orders from HAL! Awarding Entity: Hindustan Aeronautics Limited (HAL), Nashik Aircraft Division Scope: Manufacture and supply of aircraft flying parts as per HAL's specifications Order Details: Order 1: ₹2.46 Cr Order 2: ₹1.29 Cr Total Order…

🔰 Bharat Electronics Ltd (BEL) Secures Additional Orders Worth ₹500 Cr! Key Orders: Laser Range Finders, Communication Equipment, Vessel Communication Systems, Gun Test Equipment, & More FY25 Total Orders: Now at ₹8194 Cr BEL continues to strengthen India's defense…

🚄 RailTel Secures Major EPFO Contract! Client: Employees Provident Fund Organisation (EPFO) Contract Value: ₹170.26 Cr (Incl. Taxes) Scope: Creation of Infrastructure for EPFO Type: Domestic, Supply & Services Execution Deadline: Nov 6, 2025 #RailTel #EPFO…

☀️ Insolation Energy (INA Solar) Delivers Stellar H1FY25 Results! Revenue: ₹612.69 Cr, up 118% YoY EBITDA: ₹81 Cr, surging 172% YoY Net Profit: ₹61.27 Cr, up 307.53% YoY EPS: Soared from 7.22 to 29.41 🚀 Future Expansion: Phase 1: 3 GW solar module & 12,000 MT aluminum…

Gensol Engineering Ltd has informed the latest status on Order Book (check image) The mgmt is confident of clocking an annual revenue of Rs 2000 cr in FY25 (double that of the last year) #Gensol #Renewables #Solar #Khavda #Adani #EPC #Gujarat #BluSmart #Blu

🔐 TAC Infosec Posts 238% PAT Surge in H1 FY25 Amid Global Expansion PAT: Up 238.41% YoY to INR 65.28M on strong client growth. Revenue: Reached INR 131.58M (+162.22% YoY). Q2 FY25: PAT of INR 42.06M; revenue INR 80.18M. Margins: PAT margin at 49.6%; EBITDA margin 54.4%.…

🏢 PCBL LIMITED Renamed to PCBL CHEMICAL LIMITED The Ministry of Corporate Affairs has issued a new Certificate of Incorporation, effective 6th November 2024, confirming the change of name from PCBL LIMITED to PCBL CHEMICAL LIMITED. This rebranding marks a new chapter for the…

🏥 Max Healthcare Expands in NCR, Reports Strong Q2 Performance Expansion: Max Healthcare starts operations at Max Hospital, Dwarka (303-bed facility) and acquires Jaypee Hospital, Noida (500 beds). Revenue Surge: Q2 revenue up by 22% YoY to INR 2,228 Cr. EBITDA Growth:…

💥 Solar Industries Bags Rs. 887 Crore Explosives Order from Singareni Collieries Solar Industries India Ltd. has secured an order worth Rs. 887 Crore from Singareni Collieries Company Ltd. The contract includes the supply of SME Explosives, LDC Explosives, and initiating…

🚧 NBCC (India) Secures Major Rs. 500 Crore Project from BIS NBCC (India) Ltd. has been awarded a significant project worth approx. Rs. 500 Crore by the Bureau of Indian Standards (BIS). The scope includes the construction of multiple buildings at: ▪️ BIS Headquarters in New…