StockWatch
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Research Reports

08 Sept 2026
KESARENTKESAR ENTERPRISES LTD.-$

Kesar approves ₹431 Cr slump sale of its entire Baheri undertaking — 4.5× market cap, before deductions

slump sale · sugar · distillery

ResearchDeep dive6 minFMCG
PCJEWELLERPC JEWELLER LTD.

PC Jeweller repays 10 of 14 consortium banks in full; the quarterly interest line already shows the shift

debt repayment · consortium banks · settlement agreement

ResearchDeep dive5 minConsumer & Retail
AROGRANITEARO GRANITE INDUSTRIES LTD.-$

Aro Granite board approves ₹67 Cr slump sale of its Jaipur unit — more than the company's market value

slump sale · divestment · postal ballot

Research4 min
HAPPSTMNDSHappiest Minds Technologies Ltd

Happiest Minds will merge into ITC Infotech; the stock closed 15% below the deal's ₹405 assessed value

merger · scheme of amalgamation · promoter stake sale

ResearchDeep dive6 minTechnology / IT
07 Sept 2026
TBZTRIBHOVANDAS BHIMJI ZAVERI LTD.

TBZ's open offer is priced at ₹249.61 — the market closed 112% above it

open offer · detailed public statement · SEBI SAST

Research5 minConsumer & Retail
NOVARTINDNOVARTIS INDIA LTD.

Novartis India Pays ₹1,250 Cr for Pfizer's Minipress Brands, Six Weeks After ChrysCapital Took Control

Novartis India · Minipress · Pfizer

ResearchDeep dive5 min
06 Sept 2026
INDIGRIDIndiGrid Infrastructure Trust

IndiGrid signs SPAs for Shongtong transmission asset at an enterprise value up to ₹5,315.8 Cr, payable only once the project earns revenue

invit · power transmission · ists

ResearchDeep dive5 minEnergy & Oil/Gas
MAJESAUTMAJESTIC AUTO LTD.-$

Majestic Auto completes its ₹105.43 Cr SHPL infusion; the securities are already contracted for onward sale

resolution plan · Sharan Hospitality · acquisition

ResearchDeep dive6 minIndustrials & Infra
TMCVTata Motors Ltd

Consob clears Tata Motors CV's €14.10-a-share offer for Iveco; the acceptance window opens September 7

tender offer · Iveco Group · Consob

ResearchDeep dive6 min
CEIGALLCeigall India Ltd

Ceigall's ₹5,300 crore Gujarat transmission LOI carries a 35-year, ₹608.67 crore-a-year payment stream

Ceigall India · transmission · RECPDCL

ResearchFollow-up6 minIndustrials & Infra
ALTIUSINVITAltius Telecom Infrastructure Trust

Sponsor BIF IV Jarvis sells ₹8,584 Cr of Altius InvIT units, cutting its stake from 45.33% to 28.26%

invit · sponsor stake sale · PIT disclosure

Research4 min
STHINPASOUTH INDIA PAPER MILLS LTD.

South India Paper Mills: the ₹120 open offer for 26% is now with SEBI, and the stock trades 2% below it

open offer · SEBI SAST · takeover

Research6 minIndustrials & Infra
MANINFRAMAN INFRACONSTRUCTION LTD.

Man Infra approves ₹169 Cr open-market buyback at up to ₹171 — a ceiling 37% above the last close

buyback · open market route · capital return

Research4 minIndustrials & Infra
HFCLHFCL Ltd

HFCL's fourth order filing since July 10 is its largest: a ₹2,329 Cr, three-year OFC supply agreement

HFCL · optical fibre cable · OFC

ResearchDeep dive6 minTelecom & Media
SHANKARAShankara Building Products Ltd

Shankara's ₹150 open offer opens September 7 — a delayed mandatory offer to cure a takeover-code breach

open offer · SEBI SAST · letter of offer

Research6 minConsumer & Retail
30 Aug 2026
STLTECHSTERLITE TECHNOLOGIES LTD.

Sterlite Tech signs a three-year, ~USD 288 million cable supply deal — its third order filing in August

optical fibre cable · supply agreement · hyperscaler

ResearchDeep dive5 minTelecom & Media
TARILTRANSFORMERS AND RECTIFIERS (INDIA) LTD.

TARIL enters nuclear with a Kaiga 5&6 generator-transformer order via MEIL, filed as a ₹100–500 Cr Large Order

TARIL · NPCIL · Kaiga

ResearchDeep dive6 minIndustrials & Infra
MAXESTATESMax Estates Ltd

Max Estates issues ₹420 Cr of new shares for 84.71 Delhi acres — its first residential land inside Delhi

preferential issue · share swap · land acquisition

ResearchDeep dive6 minReal Estate
28 Aug 2026
AXISCADESAxiscades Technologies Ltd

Aerospace Manufacturing Inflection: When an Engineering Services Leader Owns the Factory

aerospace manufacturing · defence supply chain · acquisition

ResearchDeep dive7 minIndustrials & Infra
RUBICONRubicon Research Ltd

General Atlantic Sells 8.45% of Rubicon Research in ₹2,300 Cr Block Deals; Stake Falls to 27.3%

Rubicon Research · General Atlantic · block deal

Research4 min
HINDCOPPERHINDUSTAN COPPER LTD.

Hindustan Copper: Government Sells 6% via OFS at a ₹514 Floor, Stake Falls to ~60%; QIP of Up to 9.7 Cr Shares Approved

Hindustan Copper · OFS · disinvestment

Research4 min
OLAELECOla Electric Mobility Ltd

Ola Electric Launches S1Z at ₹79,999 With an In-House LFP Cell; Deliveries From December

Ola Electric · S1Z · LFP

Research4 minAutomobile
WELWonder Electricals Ltd

A 30% Intraday Reversal on Record Volume, Not an Institutional Exit: What Wonder Electricals' Aug 27 Bulk Deals Show

Wonder Electricals · bulk deals · intraday reversal

Research4 min
AMBUJACEMAMBUJA CEMENTS LTD.

Ambuja Sets a Sept 28 Vote to Fold Subsidiary Orient Cement In at 33 Shares per 100

Ambuja Cements · Orient Cement · amalgamation

Research4 min
ACUTAASAmi Organics Ltd

Acutaas Opens Its Korea Chemicals Plant and Adds ₹212 Cr Gujarat Capex; ECMS Incentive Covers Battery Additives

Acutaas · Indichem · semiconductor chemicals

Research4 min
LIPPISYSLIPPI SYSTEMS LTD.-$

A Change of Control Announced in May, Completed in August: LIPPI Systems Passes to the Dholu Family at ₹56.84

change of control · SAST · open offer

Research4 minIndustrials & Infra
MINDSPACEMindspace Business Parks REIT

A Refinancing, Not a New Pledge: K Raheja Moves Mindspace Units to ICICI Bank

REIT · pledge · encumbrance

Research4 minReal Estate
27 Aug 2026
DRLDisha Resources Ltd

Promoters Sold a Third of Disha Resources in August, at ₹26–35, Before the Stock Hit ₹40.91

promoter selling · SAST disclosure · micro-cap

Research4 minIndustrials & Infra
STARHFLStar Housing Finance Ltd

NHB Classifies Star Housing Finance's Account as Fraud, Five Months After the Company's Own ₹120 Cr Phantom-Loan Report

NHB · housing finance · fraud classification

Research4 minFinancial Services
TEJASNETTejas Networks Ltd

Tejas Networks: The BSNL 4G RAN Order That Doubles the Visibility

BSNL 4G RAN · telecom infrastructure · 5G optionality

ResearchDeep dive5 minTelecom & Media