Stocks on Radar | September 12, 2025

Technology & IT Services

Infosys – 10-year strategic alliance with HanesBrands Inc. (Positive Development). Expands digital & AI-first platforms; long-term revenue visibility in retail outsourcing.

NIIT Learning – Named among Top 20 Experiential Learning Tech firms (Neutral). Strengthens global positioning; limited near-term earnings impact.

Aptech – Secures ₹2.8 Cr government contract for exam services (Neutral). Small order size; symbolic win for govt vertical.

Infrastructure, Construction & Real Estate

NBCC – MoU with RIICO for ₹3,700 Cr projects (Positive Development). Adds visibility to order book; execution pace critical.

Lodha Developers – MoU with Maharashtra Govt for ₹30,000 Cr Green Integrated Data Centre Park (Positive Development). Diversification into digital infra; long-gestation project.

JSW Infrastructure – Acquires brownfield rail siding in Ballari for ₹57 Cr (Neutral). Enhances logistics footprint; integration key.

Stanley Lifestyles – Price cuts across Sofas & More retail brand (Neutral). Festive demand play; may aid volumes at margin expense.

Industrials & Defence

Bharat Forge – MoU with Windracers at DSEI UK 2025 (Positive Development). Expands UAV/defence portfolio; strong export linkage.

HFCL – Land allotment approved in Andhra Pradesh for defence mfg (Positive Development). Major expansion; long-term capex cycle.

Prostram – Letter of Intent from Maharashtra Police for CCTNS IT infra (Positive Development). Strengthens government contracts base.

Sattva Engineering – Wins ₹125 Cr Chennai Water Supply contract (Positive Development). Expands infra execution portfolio.

Energy & Resources

JSW Energy – Commissioned 317 MW renewable capacity in Aug 2025 (Positive Development). Installed base rises to 13,097 MW; long-term green shift intact.

Oil India – JV with Rajasthan Rajya Vidyut Utpadan for renewable energy (Positive Development). Accelerates clean energy pivot.

NLC India – MoU with Khanij Bidesh for strategic minerals projects (Positive Development). Secures supply chain for green projects.

Repono – Multi-year chemical contract with Deepak Phenolics (Positive Development). Stable order inflow for specialty chemicals.

GMR Power (GEKL) – Supreme Court ruling favorable on coal allocation (Positive Development). Clears regulatory overhang; improves fuel security.

Auto & Mobility

JBM Auto (Ecolife Mobility) – $100 Mn IFC investment for e-buses (Positive Development). Strong boost for EV scale-up.

Ashok Leyland – MD sees CV sales surpassing pre-Covid peak by FY26 (Positive Development). Management guidance constructive.

M&M Holdings – Acquires full stakes in Contech & PSL Media (Neutral). Internal restructuring move; limited near-term impact.

FMCG, Consumer & Retail

Marico – To acquire remaining 46% stake in HW Wellness (“True Elements”) for ₹138 Cr (Neutral). Strengthens health foods portfolio; modest revenue impact.

Travel Foods – Awarded license by CIAL to run 12 units incl. QSR outlets & lounge (Positive Development). Expands travel retail footprint.

Crompton Greaves – Launches “Laser Ray DMaxx 60W Batten” lighting product (Neutral). Expands B2C portfolio; execution depends on channel push.

Banking & Financials

Canara Bank (AMC arm) – SEBI issues observation letter for AMC IPO (Positive Development). Key step toward value unlocking.

State Bank of India – FSIB recommends Ravi Ranjan as new MD (Neutral). Continuity in leadership; no near-term operational shift.

Piramal Enterprises – NCLT clears composite scheme with Piramal Finance (Positive Development). Simplifies group structure; synergy benefits ahead.

IREDA – Raises ₹453 Cr via perpetual bonds @7.7% (Neutral). Strengthens capital base.

Jio Financial / BlackRock JV – Plans FlexiCap fund launch (Neutral). Expands MF offerings; competitive landscape crowded.

Pharma & Healthcare

Cohance – USFDA audit closed with zero observations (Positive Development). Regulatory clean sheet; reduces compliance risk.

Glenmark Pharma – Ex-Dividend today (₹2.5/sh). (Neutral).

Jagsonpal Pharma – Ex-Dividend today (₹2.5/sh). (Neutral).

Lincoln Pharma – Ex-Dividend today (₹1.8/sh). (Neutral).
(more in corporate actions section below)

Other Notables

Rajratan Global Wire – Bulk buy: Kishan Gopal Mohta picked 2.84 lakh shares @ ₹341.56 (Neutral). Insider confidence signal.

Sterlite Tech – Promoter Ankit Agarwal bought 3.4 lakh shares (Neutral). Positive insider action.

Shree Cement – CARE Ratings reaffirmed CP rating at A1+ (Neutral). No immediate credit risk.

Adani Ports – Bars EU/US/UK-sanctioned vessels at 14 ports (Caution). May impact cargo flows; regulatory compliance move.

Asian Paints – Court rejects plea to stop CCI antitrust probe (Caution). Keeps regulatory overhang alive.

– Corporate Actions & Key Dates
Dividends (Ex-Date Sept 12, 2025)

KSE Ltd – ₹50/sh

Mastek – ₹16/sh

Kajaria Ceramics – ₹4/sh

GIPCL – ₹4.09/sh

Garden Reach Shipbuilders – ₹4.90/sh

Vadilal Industries – ₹21/sh

Ventura Guaranty – ₹4.5/sh

(~30+ more companies; full list attached separately for members)

Bonus / Splits

Regis Industries – Bonus 1:2

Stellant Securities – Bonus 4:1

Fischer Medical – Stock split 10:1