Equity Insights Hub

🔹 Summary Bajel Projects Ltd , a fast-growing EPC company, has secured Ultra-Mega EPC orders (defined as Rs.400 Cr and above) for transmission lines and substations from two major power infrastructure entities: PowerGrid Corporation of India Ltd. (PGCIL) , Gurugram – on behalf of SPV Kurnool-IV Power Transmission Limited Inergy Infra Private Limited , Pune – on behalf of Torrent Solar Power Private Limited The awarded projects include the construction of 765kV and 400kV transmission lines and AIS substations in Andhra Pradesh and Maharashtra , aimed at strengthening the power evacuation infrastructure for renewable energy zones (REZ) . 📊 Stock Performance Following the order announcement,  Bajel Projects Ltd  shares surged by 10.77%, reaching an intraday high of Rs.208.10. Market Capitalization:   Rs . 1,885.60 Crore 📄 Key Contract Details 🏗️ Project 1: Client : PowerGrid Corporation of India Ltd. (PGCIL), Gurugram SPV : Kurnool-IV Power T...

  🔹Summary Dishman Carbogen Amcis Limited has announced that its wholly-owned subsidiary , Carbogen Amcis (Shanghai) Co. Ltd. , has received a Drug Manufacturing License from the National Medical Product Administration (NMPA) for its Shanghai facility in China. This approval marks a significant milestone in the company's global pharmaceutical operations. 📊Stock Performance Following the order announcement,  Dishman Carbogen Amcis Limited  stock share price surged by 10.77%, reaching an intraday high of Rs.208.10. Market Capitalization:   Rs . 3,223.77 Crore . 🧾 Key Development Details Subsidiary : Carbogen Amcis (Shanghai) Co. Ltd. Approval Received : Drug Manufacturing License Issued By : National Medical Product Administration, China Purpose : Enables manufacturing of pharmaceutical products at the Shanghai facility 🏢 About the Company Dishman Carbogen Amcis Ltd is engaged in Contract Research and Manufacturing Services (CRAMS) and manufac...

  Summary Aakash Exploration Services Ltd , a micro-cap oilfield services company, has received a Letter of Award (LOI) from Oil India Limited for the hiring of services involving high-pressure mobile boilers along with ancillaries for high-quality steam generation .  Order Valued at  approximately Rs. 29.00 Crores. Stock Performance Following the order announcement, Aakash Exploration’s stock share price surged by 14.55%, reaching an intraday high of Rs.9.13. Market Capitalization:  Rs. 86.06 Crore. Key Details of the Contract Client : Oil India Limited Scope : Hiring of services for providing high-pressure mobile boilers and ancillaries for high-quality steam generation Order Value : Rs.29.00 Crores Duration : 2 Years About the Company: Incorporated in 2007, Aakash Exploration Services Limited provides services to Oil and Gas Field. 📢 Disclaimer: The information provided on Equity Insights Hub is for educational and informational purposes onl...

Summary Sathlokhar Synergys E&C Global Limited has successfully secured a significant order from M/s. Ceylon Beverage Can Private Limited. The contract involves comprehensive execution of civil work, PEB (Pre-Engineered Building), MEP (Mechanical, Electrical, and Plumbing), processing pipeline work, coordination for plant and machinery, and solar work across two proposed factory locations in Maharashtra and Karnataka. The total estimated order value stands at INR 219.22 Crore (inclusive of GST). Stock Performance Following the announcement, Sathlokhar Synergys E&C Global Limited’s share price surged by 11.33%, reaching an intraday high of Rs.489.95. Market Capitalization: Rs.1,146.55 Crore Key Details of the Contract Client: M/s. Ceylon Beverage Can Private Limited Total Order Value: Rs.219.22 Crore (including GST) Nature of Services: Civil Work Execution Pre-Engineered Building (PEB) Mechanical, Electrical, and Plumbing (MEP) Processing Pipeline Wo...

Summary Laddu Gopal Online Services Limited (formerly known as ETT Limited) has received purchase orders from Star IT Solutions Limited for providing digital services including Digital Content Creation, Social Media Marketing, and Digital Marketing Strategy & Campaigns. The company has secured three separate orders with a total consideration of approx Rs.69.84 lakh .  Stock Performance Following the announcement, Laddu Gopal Online Services Limited’s stock rose by 13.79% , reaching Rs . 16 . Market Capitalization:  Rs.41.79 Crore    Key Details of the Contract Client: Star IT Solutions Limited Total Order Value:  Rs.69.84 Lakh Nature of Services: Digital Content Creation Social Media Marketing Digital Marketing Strategy & Campaigns About the Company: Incorporated in 1993, ETT Ltd is in the business of property development and allied services. C ompany focuses on infrastructure projects in the NCR and CBZ zones of Delhi. it develops offi...

Summary Arkade Developers Limited has registered a Development Agreement for a major cluster redevelopment project in Borivali West, Mumbai. The project covers 7,084 square meters near Mahavir Nagar and is expected to deliver a saleable carpet area of approximately 2.44 lakh sq. ft. The estimated Gross Development Value (GDV) of the project is Rs.865 crore. Stock Performance Following the announcement, Arkade Developers Limited’s stock surged 5.4% to hit an intraday high of Rs.153.45. Market Capitalization  Rs. 2,842.51 Crore Key Details of the Contract Project Name : Cluster Redevelopment in Borivali West Contract Value / GDV : Rs.865 Crore Project Scope : Redevelopment of the following housing societies: Satya Shreepal Nagar A CHS Ltd. Om Shreepal Nagar B & C CHS Ltd. Sheetal Shreepal CHS Ltd. Sai Shreepal CHS Ltd. Project Size : 7,084 square meters Projected Saleable Area : Approximately 2.44 lakh sq. ft. About the Company: Arkade Developers Lim...

Summary Beluga International DMCC, Dubai (“Beluga”), a wholly owned subsidiary of Dolphin Offshore Enterprises (India) Limited (“Dolphin”), has entered into a lease agreement on April 08, 2025, with Ballast Shipping S.A. DE C.V for the leasing of “Prabha” – a DP2 Accommodation Barge (formerly known as “Vikrant Dolphin”). The lease term is for 3 years, with an estimated total contract value of USD 32.85 million (approx. INR 281 crore). Stock Performance Following the announcement, Dolphin Offshore Enterprises (India) Limited’s stock hit the 2% upper circuit, at Rs. 315.20. Market Capitalization : Rs. 1,260.94 Crore               Key Details of the Contract Awarding Party : Ballast Shipping S.A. DE C.V Contract Value : USD 32.85 Million (~INR 281 Crore) Project Scope : Lease of “Prabha” – a DP2 Accommodation Barge for 3 years Execution Details : Agreement signed on April 08, 2025, by Beluga International DMCC, a subsidiary of Dolphin Offsho...

Summary Shakti Pumps (India) Limited has received a Letter of Award from the Maharashtra Energy Development Agency (MEDA) for the supply and installation of 445 Off-grid Solar Photovoltaic Water Pumping Systems (SPWPS) across Maharashtra under the PM-KUSUM scheme. The total contract value is Rs. 12.42 crore, including GST. Stock Performance Following the announcement, Shakti Pumps (India)  Limited ’s stock rises 4.99%, rising   Rs.  1016.90 Market Capitalization: Rs. 12,045.10 Crore                                    Key Details of the Contract Awarding Authority: Maharashtra Energy Development Agency (MEDA) Contract Value: Rs. 12.42 Crore (Inclusive of GST) Project Scope: Design, Manufacture, Supply, Transport, Installation, Testing, and Commissioning of 445 Off-grid Solar Photovoltaic Water Pumping Systems across Maharashtra. Executed under Component-B of the PM-KUSUM sche...

Summary Spice Islands Industries Limited has entered into a Hotel Operating Agreement to lease and operate Hotel Ardhya in Dwarka, Gujarat. The company aims to capitalize on the high tourism potential of the region. Stock Performance Following the announcement, Spice Islands Industries Limited ’s stock rises 4.87%, rising   Rs. 47.40 Market Capitalization: Rs. 20.38 Crore Key Details of the Agreement Hotel Name: Hotel Ardhya Location: Opp. Swaminarayan Temple, Gomti Road, Dwarka, Gujarat - 361335 Owner: SP Enterprise (Partnership Firm) Agreement Period: 3 Years (01-04-2025 to 31-03-2028) Rationale: Dwarka is a prime tourist destination. High growth potential in the hospitality business due to increasing tourism. About the Company: Spice Islands Apparels Limited is principally a manufacturer of woven and knitted garments, such as Shirts, Blouses, Skirts, T-shirts, Polo shirts and Sweatshirts. We have corporate office in Mumbai and manufacturing facilities and offices in several...

Summary VVIP Infratech Limited has received multiple Letters of Acceptance (LOA) and Letters of Intent (LOI) totaling Rs. 414 Crores from various government departments. The contracts span sewerage network development in Uttarakhand and electric distribution projects in Uttar Pradesh. Stock Performance Following the announcement, VVIP Infratech Limited  ’s stock hit 5% upper circuit, rising  Rs.  171.70 Market Capitalization: Rs. 428.73 Crore Key Details of the Contracts Total Contract Value: Rs. 414 Crore Awarding Authorities: Government departments in Uttarakhand and Uttar Pradesh Project Scope: Sewerage Network Segment: Supplying, laying, jointing, constructing, testing, and commissioning of sewerage networks and house connections in Rishikesh (Zone PSZ-6) under Package-7. Total contract value for this segment: Rs. 175.80 Crores Electric Distribution Segment: Revamped Distribution Sector Scheme (RDSS) projects in Uttar Pradesh. Includes Cluster-1 (Bulandsh...

Summary GPT Infraprojects Limited (GPTINFRA) has bagged a significant contract worth Rs. 481.11 crore from the South Eastern Railway. The project involves the construction of an important bridge over the Rupnarayan River and the development of an elevated platform at Kolaghat Station on the Howrah-Kharagpur route.  Stock Performance Following the announcement, GPT Infraprojects Limited  ’s stock surged by 10%, rising  Rs. 132.30  Market Capitalization: Rs. 1,657.27 Crore. Key Details of the Contract Awarding Authority: CAO Construction, South Eastern Railway, Kolkata Contract Value: Rs. 481.11 Crore Project Scope: Construction of Important Bridge No. 57 over River Rupnarayan Bridge configuration: 2x30.5m OWG + 7x91.4m OWG + 2x30.5m OWG Viaduct on either approach: 11x30.5m Composite Girder + 15x30.5m Composite Girder Development of Kolaghat Station on an elevated platform (Platform No. 1 & 2) Located on the diverted alignment of the Howrah-Kharagpur route Proje...

  Summary: North Central Railway, Prayagraj, has awarded a Letter of Acceptance (LoA) to KERN EX-KEC Consortium for the implementation of Kavach (Train Collision Avoidance System) . The project also includes the provision of towers and 4X48 fibre OFC as a backbone along the Shuteshwar (Incl) – Dholpur (Incl) Section . Stock Performance: Following the announcement,  KERN EX-KEC Consortium’s stock surged by 5%, hitting the upper circuit at Rs. 814.95 . Market Capitalization :   Rs. 1,300.78  Crores .  Key Details of the Project: Tender Number: NCR-SnT-EPCKAVACH-BTSR-DHO Accepted Project Cost: Rs. 85.14 Crores (inclusive of 18% GST) Completion Period: 500 days from the date of LoA Scope: Implementation of Kavach safety system along with fibre optic backbone infrastructure Total Kavach Contracts to Date Since April 2024, the cumulative value of all Kavach contracts awarded has reached Rs. 2,470.25 Crores , reinforcing the Indian Railways' commitment to railway...