KPILKALPATARU POWER TRANSMISSION LTD.
KPIL wins a UAE gas-pipeline EPC order it classifies above ₹4,000 crore — roughly a sixth of its market cap
order win · EPC · gas pipeline
Research4 minIndustrials & Infra
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Mon, 28 Sept
23 Sept 2026
SUGSLLOYDSugs Lloyd Ltd
Sugs Lloyd adds a ₹213 Cr Punjab RDSS subcontract, its third award this month, worth ~34% of market cap
order win · RDSS · power distribution
ResearchDeep dive5 minIndustrials & Infra
AEQUSAequs Ltd
Aequs promoter foundation pledges a 14.99% block days before a board meeting on warrants to the promoter
Aequs · promoter pledge · SAST disclosure
Research4 minIndustrials & Infra
IRBIRBINVIT
The pre-announced ₹4,605 Cr tollway transfer inside the IRB group is signed, closing targeted by Sept 30
IRB · IRB InvIT Fund · IRB Infrastructure Trust
Research5 minIndustrials & Infra
22 Sept 2026
19 Sept 2026
KNRCONKNR CONSTRUCTIONS LTD.
KNR completes the Guruvayur SPV sale agreed last December: ₹485.86 Cr received against ₹193.32 Cr invested
KNR Constructions · SPV sale · Indus Infra Trust
ResearchDeep dive5 minIndustrials & Infra
ROSSTECHRossell Techsys Ltd
Rossell Techsys board clears ₹300 Cr preferential issue to SBI funds at ₹1,166 — 15% below Friday's close
preferential issue · fund raising · SBI Mutual Fund
Research5 minIndustrials & Infra
18 Sept 2026
BEMLBEML LTD.
BEML's ₹5,400 crore-plus NHSRCL order is larger than its entire FY26 revenue
BEML · NHSRCL · high-speed rail
ResearchDeep dive5 minIndustrials & Infra
GRINFRANTPC
G R Infra terminates its NTPC BESS contracts at Mouda; NTPC invokes ₹90.86 crore of guarantees within a day
contract termination · bank guarantee · surety bonds
Research4 minIndustrials & Infra
16 Sept 2026
15 Sept 2026
PNCINFRAPNC Infratech Ltd
PNC Infratech discloses a three-year bar from MoRTH/NHAI bids; the stock falls 20% to its 52-week low
PNC Infratech · NHAI · MoRTH
Research4 minIndustrials & Infra
MITMaple Infrastructure Trust
CDPQ's 37.5% of Maple Infrastructure Trust passes to Macquarie's MAIF 4 — and control of the trust's managers changes the same day
invit · sponsor group · unit transfer
ResearchDeep dive5 minIndustrials & Infra
14 Sept 2026
12 Sept 2026
10 Sept 2026
SYSTEMATICSystematic Industries Ltd
Systematic Industries wins ₹82.42 Cr POWERGRID OPGW order — about 13% of market cap, after a 29% run
POWERGRID · OPGW · order win
Research4 minIndustrials & Infra
DBLDilip Buildcon Ltd
Dilip Buildcon signs the Mekhali sale and wins an LPG pipeline LOI — DBL 2.0 moves from plan to contracts
dilip buildcon · asset monetisation · power transmission
ResearchDeep dive6 minIndustrials & Infra
09 Sept 2026
COCHINSHIPCochin Shipyard Ltd
Cochin Shipyard puts its Kochi ship repair facility into a ₹1,800 Cr JV — Drydocks World will name the CEO
joint venture · ship repair · slump sale
ResearchDeep dive6 minIndustrials & Infra
ADANIENTADANI ENTERPRISES LTD.
Adani Airports signs a ₹9,825 crore raise that puts an external ~USD 18 billion value on AEL's airports arm
Adani Airport Holdings · primary equity raise · airports
ResearchDeep dive5 minIndustrials & Infra
06 Sept 2026
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
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
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
03 Sept 2026
02 Sept 2026
KMEWKnowledge Marine & Engineering Works Ltd
138% Growth Masks a Margin Cliff and Order Book Depletion
margin compression · order book depletion · bid pipeline
KMEWKnowledge Marine & Engineering Works Ltd
Exceptional Q1 execution masks margin compression risk ahead
order book depletion · shipbuilding scale-up · bid pipeline conversion
30 Aug 2026
EPLEPL Ltd
Record growth, profit flat—the leverage problem
leverage gap · profit flat · capex drag
AVGAVG Logistics Ltd
Profit surges on efficiency, but revenue misses the FY27 growth test
revenue growth gap · margin expansion · Haldiram contract
EPLEPL Ltd
Record 25% growth masks flat profit; execution risk on leverage
revenue growth · cost pass-through · Beauty & Cosmetics
AVGAVG Logistics Ltd
Margin surge masks soft revenue growth; Haldiram scales execution
PAT growth · Margin expansion · Haldiram contract