📊 ORDER WINS — AUGUST 25, 2026

🟢 MAJOR CONTRACT WINS

☀️ Sigma Advanced — Secured £125M Rolls-Royce supply chain contract

☀️ LT — Won a major BESS order in the Middle East

🌙 NBCC — Secured ₹121.74 Cr school construction order

☀️ Suzlon — Won 250 MW wind order from Torrent Green

🟣 OTHER ORDER WINS

🌙 ARSS Infra — ₹104.06 Cr order for two road overbridges

🌙 Relicab — ₹8.26 Cr control cable supply order

🌙 Shayona Engineering — ₹24.25 Lakh engineering components order

☀️ BMW Ventures — ₹24.98 Cr TMT steel supply order

🌙 Sai Parenterals — Two OTC supply agreements worth ₹370 Cr

🌙 Advait Energy Transitions — ₹134.62 Cr emergency restoration system order

🌙 Jaykay Enterprises — ₹60.01 Cr order from BrahMos Aerospace

🌙 Aptech — ₹7.23 Cr state government examination contract

☀️ Kotic — Two food service contracts worth ₹17.85 Cr

🌙 MSECL — ₹10.40 Cr land surveying services order

☀️ OraiRail — New order from Indian Railways for MEMU seats

☀️ Arkade Developers — Received occupation certificate for Vile Parle project

🌙 Arvind — Terminated one power deal and signed two new one

@Bazaarupdate

VARUN BEVERAGES: CO TO INCORPORATE KIVA SPIRITS & COMPANY LTD AS 100% INDIAN SUBSIDIARY FOR RTD/ALCOHOLIC BEVERAGES AND VARUN BEVERAGES TUNISIA SA IN TUNISIA FOR BEVERAGES, WITH VBL HOLDING 75% ALONGSIDE BEVANDA’S 25% STAKE.

@Bazaarupdate

Physicswallah

👉4.67 Cr Shares (1.6% Eq) Worth ₹550 Cr Change Hands In Block Deal Window

WelspunCorp

👉63 Lk Shares (2.4% Eq) Worth ₹1,433 Cr Change Hands In Block Deal Window

BERNSTEIN’S TOP POWER PICKS — OUTPERFORM

• NTPC — Target ₹430

• L&T — Target ₹4,637

• JSW Energy — Target ₹575

• Tata Power — Target ₹443

📊 Bernstein says the data-centre power-demand story is yet to fully play out on the ground.

⚡ India’s biggest advantage: lower cost of electricity, which could support the data-centre opportunity.

Chola Finance In Focus – Positive Commentary

Vellayan Subbiah Says -
I Am Continuing As Executive Chairman Of Chola

It's A Role In Chola Invst I Am 100% Continuing & Will Continue To Serve

Revolving Credit Is Less Than 1% Of Our AUM, Do Not See RBI Rules Affecting Us

HAL: CO AND SAFRAN HELICOPTER ENGINES SIGN FINAL CONTRACT WITH SAFHAL, LAUNCHING DEVELOPMENT AND PRODUCTION OF THE ARAVALLI ENGINE.

CHOLAMANDALAM INVESTMENT AND FIN: CO SAYS BOOK IS IMPROVING, ROAS IMPROIVING SIGNIFICANTLY

CHOLAMANDALAM INVESTMENT & FINANCE: CO CHAIRMAN VELLAYAN SUBBIAH CLARIFIES HE WILL CONTINUE AS CHAIRMAN, SAYING HE IS “NOT GOING ANYWHERE” AND HAS AMBITIOUS PLANS AHEAD. - TV

CG Power and Industrial Solutions MANAGEMENT COMMENTARY

• 💻 Chairman says revenue per chip could be 100x to 300–400x higher compared with legacy chips.

• 📦 Chip packaging capacity is in short supply as leading companies are directing capacity towards AI-related demand.

SHANTHI GEARS: TUBE INVESTMENTS says It Is Too Early To Think Through (Merger Or De-Listing) Of Shanthi Gears

JPMorgan sees Nifty at 27,000 as value trade returns; high US yields may limit gains

DCB BANK ; PE FIRM IN TALKS TO BUY 10 % STAKE IN BANK - CNBC-TV18

DCB BANK ; Chrys Capital Likely To Be One Of The PE Firms In Talks With DCB Bank - CNBC-TV18

HAZOOR MULTI: CO WINS ORDER WORTH RS.193 CRS: CO MCAP RS. 460 CRS

ONIX SOLAR: CO PROMOTER ACQUIRED 10.8 LAKH SHARES VIA OPEN MARKET ON AUGUST 25

V-MARC INDIA: MIGRATION OF COMPANY FROM SME PLATFORM OF NSE LIMITED TO THE MAIN BOARD OF NSE LIMITED AND DIRECT LISTING OF THE MAIN BOARD PLATFORM OF BSE

VODAFONE IDEA: CO CAN TIE-UP WITH BSNL TO SHARE THE NETWORK IN DIFFERENT REGIONS - TV

GABRIEL INDIA: CO. PARTNERS WITH SOUTH KOREA’S HL KLEMOVE FOR AUTONOMOUS DRIVING INCLUDING ADAS AND AUTOMOTIVE ELECTRONICS AS IT ACCELERATES ITS TRANSFORMATION INTO A DIVERSIFIED MOBILITY SOLUTION CONGLOMERATE