Sansera Engineering In Focus

This multibagger company is powering Airbus and Boeing with a Rs 3,800 crore order backlog.

https://tinyurl.com/bdffr6k3

Watch Mr. Lokesh Sethia Live in Discussion on ET NOW SWADESH https://www.youtube.com/live/pCAtop42Lgc?si=J8H6gdPHLu5LG74K

What should be the Strategy in this tough time...Watch Mr. Lokesh Sethia speaking Live on ET NOW SWADESH

https://www.youtube.com/live/pCAtop42Lgc?si=J8H6gdPHLu5LG74K

India's GDP Forecast

Goldman Sachs lowers 2026 forecast to 6.5%; Fitch sees growth at 7.5%

https://shorturl.at/E7XJG

New Orders Received

🟢 JK Lakshmi Cement has been declared the preferred bidder for the Juipahar Limestone Block (A and B) in Assam, covering 405 hectares.

🟢 VA Tech Wabag bagged a Mega PPP order from CMWSSB for a 45 MLD TTRO plant in Chennai, involving 18 months of refurbishment followed by 18.5 years of operations.

🟢 Enviro Infra Engineers secured a ₹411 Cr sewerage EPC project from Bihar Urban Infrastructure Development Corporation under AMRUT 2.0.

🟢 Aarti Industries secured a USD 150 million medium-term supply contract with a global agrochemical major valid until March 2030.

🟢 Ceigall India emerged as L1 bidder for 4 MoRTH road EPC projects in Arunachal Pradesh with an aggregate bid cost of ₹2,149.62 Cr (74% JV share).

Core Business & Regulatory

🔴 Zomato and Swiggy services have been disrupted in Andhra Pradesh

🟢 TVS Motor launched the TVS Orbiter V1 electric scooter starting at ₹49,999 along with a Battery-As-A-Service model across its EV lineup.

🟢 Zydus Lifesciences launched AI-powered Continuous Glucose Monitoring devices Diasens and GlucoLive developed with TatvaCare.

🔴 Balaji Amines says the Middle East war has disrupted LNG supply causing an ammonia shortage that is impacting operations.

🟢 Wanbury received Brazilian ANVISA approval for Sertraline Form II, strengthening its 75% market share in Brazil.

Economy, IPO & Other

🔴 India’s February inflation rose to 3.21% from 2.75% in January.

🟢 NSE has appointed Morgan Stanley and 19 others for its India IPO.

🟢 BSNL is receiving ₹3.22 lakh Cr worth of government revival packages covering capital infusion, debt restructuring, and viability gap funding for rural telephony.

Worst performaning month after March 2020

🚨 BREAKING: Mark Zuckerberg’s Meta plans biggest layoffs in its history with 15,000+ job cuts, brutal AI spending shock hits 20% workforce

https://timesofindia.indiatimes.com/technology/tech-news/mark-zuckerbergs-meta-plans-biggest-layoffs-in-its-history-with-15000-job-cuts-and-the-reason-is/articleshow/129568896.cms

Weekend learnings:

Real Estate
• NRIs purchased properties worth ₹5,250 crore from DLF between April–December, accounting for nearly one-third of DLF’s total sales, with majority share coming from Gurgaon projects.
• Early signs of stress emerging in the secondary market for ultra-luxury residential projects, where resale demand is softer.
• Tier-II cities are witnessing strong price appreciation, particularly Ayodhya, Vrindavan, Amritsar and Nagpur, driven by infrastructure boost, religious tourism and improving connectivity.

Indian Equities
• Market valuations are now close to COVID-era levels. Prominent investors such as Raamdeo Agrawal, Samir Arora and Rajeev Thakkar have indicated they are actively deploying both personal and client cash, particularly in smallcaps…

Geopolitics & Energy
• The U.S. reportedly targeted military infrastructure near Kharg Island, a strategic Iranian oil export hub responsible for nearly 90% of Iran’s oil shipments, while also deploying ~2,500 additional marine guards to the Middle East.
• Iran’s FM has stated that the Strait of Hormuz remains open for vessels not linked to the U.S. or Israel.

Global Tech
• Meta Platforms is reportedly considering reducing around 20% of its workforce, following the major layoffs undertaken in 2022.
• Sam Altman of Chatgpt recently commented that AI intelligence may become a utility similar to electricity or water, where users pay for access on a usage-based model.

Domestic Politics & Fuel Outlook
• Dates for four state elections (West Bengal, Assam, Tamil Nadu & Kerala) and UT- Puducherry have been announced.
• If the Middle East tensions persist post-elections, there is a possibility of upward pressure on domestic petrol and diesel prices due to elevated global crude prices.

IPOs This Week

GSP Crop Science, Coal India subsidiary to issue shares

https://shorturl.at/m8zQd